How Marketing Personnel Can Help in Tax Season

MarkeTrends, has some tips for marketers on busy season: 

• Teach accountants about all the firm’s services and how to cross-sell them.

• Review your Web site for updating.

• Join the professionals at client meetings. Help build relationships.

• Communicate with the media. Offer interviews on tax questions.

• Let the professionals know you are available to deliver returns, pick up client information, etc. It will relieve the burden on staff and help you get to know the clients and foster relationships.

• Tax season brings a lot of clients to the office. Use the reception room to advantage. Display newsletters, seminar invitations, book of press clippings, etc.

• Include seminar invitations, reprints of articles, descriptions of services, etc. in organizers.

• Collect client information—when clients bring in their tax information, ask them to complete a form that provides you with information about them and the services they might need.

• Send clients an acknowledgement that you received their tax information.

• Provide clients with a schedule for document retention.

• Offer to substitute for professionals in group meetings they may regularly attend such as referral groups.

• Ask staff to collect testimonials when they meet with clients.

• Launch a direct mail campaign with follow-up calls scheduled for April.

• Encourage professionals to continue luncheons with clients and referral sources.

For more, see MarkeTrends, November/December 2004, pp. 1, 2, 3, 4, and 8.