Social Media for Tax Professionals

Social media should be an integral part of any Tax Professoinal's marketing strategy. Whether you’re an avid social media user yourself or not, learn to use social media as an effective marketing tool, but is a cost-efficient marketing tool.

As a tax preparer, you might hesitate to create a social media presence, believing that tax-related posts won’t generate engagement or followers. In reality, social media is an important tool in adding personality and authority to your company and brand.

An effective social media presence will help you generate leads, establish yourself as a tax expert, and build rapport with your targeted clients.

Engagement

Tax consultancy is usually a seasonal business, you may go months without communicating with your clients. Social media allows you to engage with your clients regularly and keeps you top-of-mind, making previous clients more likely to return year over year.

Referrals

Social media helps you increase word of mouth referrals. Each time a follower engages with one of your posts, your business is visible to their circle of friends, and those individuals could turn out to be potential clients.

Social Media Platforms

Consider where your target clients spend most of their time–is it Facebook? Instagram? Twitter?–then focus on creating business profiles on those platforms. .

What to post

Many tax preparers struggle to come up with regular ideas for their social media posts. They fear coming across as boring or salesy if all of their posts are tax-related or coming across as unprofessional if their posts are too personal. .

Giveaways

Topics of local interest

Q and As

Promotional material

Polls

Pictures with text

Decide how often to post

Your posting frequency should vary by channel and by season. Post more often on Facebook and Twitter than LinkedIn or Instagram. For example, you can post more than once per day on Facebook and Twitter when your engagement is high. LinkedIn and Instagram can take more effort, and also require only a few posts per week during your busy season.

Use scheduling tools if necessary

Once you’ve planned out your content for the week or month, you can use online tools to schedule and automatically post your content. Some of these tools can also help you manage your notifications, allowing you to easily respond to all of your accounts’ comments in one place.

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Engaging a social media strategy doesn’t yield instant results. It’s a long-term game, so don’t be surprised or frustrated if you don’t get a lot of engagement or followers in your first several months. Let it build.