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· Tax Preparers

Marketing for tax preparers

Fill your appointment book before the first W-2 arrives

We build your site, keep your Google profile busy and run seasonal ads so your chairs fill in January, then keep the phone ringing for extensions, amended returns and IRS letters.

Tax preparer sorts a shoebox of receipts with a client across her desk

Your plan in

Tax Preparers in

Your Growth Website would carry a page for each service in each town you serve, starting with .

01How customers find you

How people choose a tax preparation office.

Tax clients are loyal once they find someone they trust, and many come back every year. New clients come from a friend's recommendation, from the Google map when they search tax preparer near me, and from frustration with an old preparer or software. They want to know the price range, whether they can walk in or book online, whether you speak their language and how they will get their refund. Reviews and accurate hours carry a lot of weight.

tax preparer near me
  • tax preparer near me
  • tax preparation open saturday
  • how much does it cost to get taxes done
  • file back taxes help
  • amended tax return help
  • irs letter help near me

Examples of what people type. We research the real terms for your area before we build anything.

02Your website

A page for every tax preparation service, in every town.

With a Growth Website ($2,000 one time), each service gets its own page in each town you serve. Here is what that looks like for a tax preparation office.

8services×6cities=48pages Google can show
yourbusiness.com
  • Individual Tax Preparation
    • Individual Tax Preparation in Austin
    • Individual Tax Preparation in Round Rock
    • Individual Tax Preparation in Cedar Park
    • and the rest of your towns
  • Self-Employed and Gig Worker Taxes
    • Self-Employed and Gig Worker Taxes in Austin
    • Self-Employed and Gig Worker Taxes in Round Rock
    • Self-Employed and Gig Worker Taxes in Cedar Park
    • and the rest of your towns
  • Small Business Tax Returns
    • Small Business Tax Returns in Austin
    • Small Business Tax Returns in Round Rock
    • Small Business Tax Returns in Cedar Park
    • and the rest of your towns
  • Back Taxes and Unfiled Returns
    • Back Taxes and Unfiled Returns in Austin
    • Back Taxes and Unfiled Returns in Round Rock
    • Back Taxes and Unfiled Returns in Cedar Park
    • and the rest of your towns
  • plus 4 more services, each with its city pages

Four things every tax preparation office site needs

  1. Online booking for the rush

    Let people book a slot or a drop-off time online. During the season your staff should be preparing returns, not playing phone tag.

  2. A what to bring checklist

    A plain list of documents to bring cuts down on second appointments and gives Google a page that answers a very common search.

  3. Credentials stated simply

    Show credentials like enrolled agent or CPA if you hold them, and what your office is qualified to handle, from simple returns to IRS notices.

  4. A secure way to send documents

    More clients want to upload documents instead of dropping off a folder. A secure upload option saves them a trip and saves you a scanning backlog.

03Google Business Profile

Win the map, where most local choices get made.

Primary category to start from: Tax preparation service. Then the details below, kept current every month for $499 a month.

Seasonal hours set before January

Add extended evening and Saturday hours before the season opens, then change them back after the deadline. Wrong hours in February cost walk-ins.

Post the offers you actually run

Referral credits or new client discounts belong in profile posts with clear terms. Leave out promises about refund size or speed you can't control.

Photos of the front door

Plenty of tax offices sit in strip centers. Exterior photos and an accurate map pin help first-timers find you and walk in.

Your Tax Preparation Office
★★★★★ Reviews
Tax preparation service in your town
CallDirectionsWebsiteBook
Open · hours kept current
Services listed one by one
Photos added every month
Every review answered

Example listing

04Ads

How we would run your ads.

Each ad service is $499 a month. Your ad budget is paid straight to Google or Meta, never marked up, and you get a report every week.

Google Ads

Tax preparer ads are a seasonal sprint. We build campaigns before the IRS starts accepting returns, run them hard through the filing deadline, then switch to extensions, amended returns, back taxes and IRS letter help. Keywords stay local and specific, and we exclude free file, tax software brands, IRS phone numbers and refund status searches. Call ads run only during the hours you are open, Saturdays included.

Facebook and Instagram

Meta is useful for reminding last year's clients and their friends that you are open. We run local ads with your price range and booking link from January through the deadline, plus referral reminders. Before using any client list for ads, check the IRS rules on return information: Section 7216 limits how preparers use and disclose client data, and consent is often required.

05SEO & AI Search

Answer the questions before they call.

SEO & AI Search ($499 a month) publishes the answers your customers look for, so Google and AI assistants have a reason to send them to you. Articles we would write first:

  1. What to Bring to Your Tax Appointment
  2. How to File Taxes If You Did Gig Work
  3. What to Do If You Missed the Tax Deadline
  4. How to Read an IRS Notice
  5. Filing Several Years of Back Taxes

What people now ask AI assistants

  • How much does a tax preparer charge for a simple return?
  • Is it worth paying someone to do my taxes instead of using software?
  • What happens if I didn't file taxes for a few years?

Busy and slow seasons

The season is the business. Calls start in January, peak as early filers chase refunds and again before the spring deadline, then fall off fast. The fall extension deadline brings a second rush. Summer and early winter are quiet, which is the time to fix the website and set up ads.

The mistake we see most

Never suggest a connection to the IRS with official-looking logos or wording, and don't promise the biggest refund or a set refund date, since you control neither. The other mistake is waiting until January to fix the website and profile, when everything should already be in place.

06Pricing

Starter $1,499 or Growth $2,000 one time. Monthly services $499 each, or all four for $1,497 a month. 30-day terms.

07Your state

See this plan for tax preparation in your state.

Pick your state and the page fills in your towns.

Common questions

Ask anything else on your free consultation.

When should our ads be ready for tax season?

Before the IRS opens filing. We set campaigns up in the fall or early winter and switch them on in January. Google Ads Management is $499 a month on a 30-day agreement, so you can run ads through the season and pause after the deadline without breaking any contract.

Can you set up online booking for appointments?

Yes. Every website includes booking tracking, so you see who booked online and who called. We connect the booking tool you already use or help you choose one, then put the link on every page and on your Google profile so people can book at midnight when they finally find their W-2.

Do we need a website if our clients come back every year?

Returning clients need little marketing, but new clients and referrals check your site and reviews before calling. A Starter Website at $1,499 covers the main pages, booking and tracking. Hosting & Management is $99 a month and includes updating your hours and prices each season.

Should a tax office advertise year-round?

Usually not with Google Ads, which earns its keep during the season and for extensions and IRS letters afterward. Year-round, the better spend is Google Business Profile Management or SEO, so you still show up when someone searches for back taxes help in July. Any two services together save 10%.

Talk to us about your tax preparation office.

Book a free consultation on Google Meet. We will look at your website, your Google listing and who you are up against in your area, then tell you plainly what we would do and what it costs.

Free call on Google Meet Plain answers about your market 30-day terms, no long contract
Book a free consultation Call