Email Marketing: What’s in there for Tax Professionals?

Email Marketing: What’s in there for Tax Professionals?

Email Marketing has surged since the inception of World Wide Web services and has skyrocketed ever since. Tax Professionals! Being a professional, you are bombarded with zillions of clients from January to April and September to October.

However, if you are a newbie or rookie, you probably need some advertisement and marketing to boost your customer count. Email marketing has its fair share of perks even if you are sending a cold email but in the right way.

Mailing Ideas: How Should You Start?

I can start shoving ideas in your face without elaborating on anything but that will take away the essence of this article. First of all, you need to define what kind of services you are delivering i.e. Individual, Partnership, or Team. What are the circumstances behind sending a particular email such as tax season, policy update and law changes, or simply tax reminders? These things matter and you should be aware of why you are sending the email. Let’s break down each and every idea to understand what and why you should choose a particular design scheme.

Tax Reminders

A typical tax season lasts from January to April with extensions pushing it to September and October. However, this is not the only hectic time for tax professionals to be overstretched. Tending to sales taxes, quarterly reportings for Q1, Q2, Q3 & Q4, and helping businesses with fiscal year taxation, to name a few. With these, you will be preoccupied for the rest of the year.

People procrastinate for various things and due to various reasons, you need to give them a reason not to. You need to make sure that you add some catchy lines such as “Tax Deadline Dead Ahead – File Taxes Before the Clock Runs Out” or “File Taxes before the Deadline Bites!” as well as “File Taxes Before the Stress Kicks in”.

If there is something at stake or a chance of losing, you will more likely receive substantial responses as well as clients.

Tax Tips & Insights

Social Media is filled with individual influencers claiming to be experts when it comes to a particular topic and taxation is no different. However, people prefer credible sources over poorly-internet-researched topics jumbling various topics all at the same time. Someone from the industry is more learned and influential as well as holds command over nuanced topics. This becomes apparent when you start exploring obscure and tricky topics.

Segmenting your audience will be the first step and make sure to divide them into individual businessmen, sole proprietorships, partnerships, firms, and corporations. If they need subdivisions, you can use a pattern. For segmentation of individual population use these metrics age, region, income, etc, and for multi-people institutes, no of employees, revenue, expenditures, etc.

Each and every segment needs to follow different rules and regulations for filing taxation and you need to help them with nifty tips as well as handy insights.

People will more likely read topics titled “How is the fiscal year of 2025 going to change from 2024?” or “What are the key changes enacted in taxation laws during fiscal year 2024?”.

Monthly Newsletters

Now this is a great way of engaging with your existing as well as potential customers without being obnoxious. By obnoxious, I imply people shoving email over email for attention from their customers. A monthly reminder is all it takes to remind you about what happened during the month. Here, you can send new developments, updates, and reminders if any deadlines are approaching.

A month will sufficiently provide you ample time to design and enhance your newsletter with whatever you want to send it for. Be it a reminder for extended deadlines of September or October, or Quarterly reportings for a business.

Now to give you an idea of how to write a heading, here it is how: “We are approaching sweet September: The Month of Extended Deadlines!” or “First Quarter of Fiscal Year is Round the Corner and so is your deadline for Q1 reportings”.

Client Success Stories & Testimonials

Do you realize that if your firm or individual taxation business is new, you won’t have any testimonials? Well, in that case, you can write case studies to show how your services would solve a problem. Now for experienced individuals, you have satisfied your previous customers and you can easily sway others.

Like trophies and medals of honor, you need to showcase the success stories of your former clients. Their testimonials and their experiences will help others relate to their individual circumstances.

For instance, you should say “Jim Smith was about to miss the tax deadline, here’s how he avoided a potential blunder!” or “Optimizing Taxes: How Adam was able to save on taxes and his earnings”.

Personalized Tax Checklists

The Internet has been a remarkable tool for people looking to narrowcast instead of broadcast. Now, broadcasting is advantageous when it comes to targeting a larger number of people. Narrowcasting allows catering to a specific and niche audience reducing expenses and work.

In our taxation world, we have individual entrepreneurs, partnerships, smaller & larger businesses, corporates, and more. We can target individual audiences without stepping into other categories.

Here’s a sample title to give you an idea – “Esteemed Entrepreneurs: We have got you covered with our state-of-the-art services” and “We know the hectic schedule of corporate businesses and we know how to deal with taxation peculiarities”.

Tax Preparation Checklist & Form Guide

When addressing the audience, you should keep in mind that their knowledge is that of a layman or considerably less. Try to elaborate on every topic as much as possible for their understanding.

For an average person, tax filing is as hard as finding a needle in a haystack, or maybe that’s an exaggeration. However, the crux of the matter is that people need guidance on what you may deem trivial and insignificant.

You can send them emails with resources pertaining to taxes based on the segmentation such as individual businessmen, partnerships, or business corporations. Segmentation can also be based on region and location such as Bronx, Seattle, or Philadelphia.

Now the title should be something similar to this “Filing for an S Corporation? Download the preparation checklist and form guide” and “Ahoy Entrepreneurs! Read all about the taxation guide with checklist and form guide to learn everything about filing taxes”

IRS & Policy Updates

This is not something that happens quite often but surely garners a lot more attention than any other email or news. People are often startled or excited by the mention of sudden changes in taxation policies and laws. It directly affects their livelihood and way of life because taxation determines how they are going to spend their income.

Now, this becomes interesting as you need to segment your audience and treat them accordingly with the help of narrowcasting. If the laws and policies affect everyone in the vicinity, you still need to send emails based on the segmentation.

“IRS updates its policies again! Here’s what you need to know”, “Tax season is around the corner: IRS revises taxation laws again”, or “IRS rules and regulations for the fiscal year of 2025”.

Tax Preparation Discounts

Everybody likes incentives and so do I! These incentives draw the attention of your clients and encourage them to thoughtfully consider the value of your services. If that happens, there is a fair chance that they will avail your services sooner or later.

You will be able to garner more attention if you prepare early on and start sharing discounts before tax season or important events to lead the competition. If you are not targeting tax season, you might be doing it for the September – October season. Whatever your reason, you should start doing it beforehand to reap the rewards.

“Early bird gets the worm – Early customer gets the discount!” or “Grab a 30% discount on filing taxes for Individual Entrepreneurs and Partnerships!”

Mailing Templates: Pre-Built Layout

You know it is easier to replace images, text, and some links rather than painstakingly recreate an email, right? Well, mailing templates are really convenient when all you have to do is edit a few things and you are done.

Traditionally, marketing templates or early email marketing templates were rather simple and text-oriented. With the passage of time, things changed and so did the way we write those emails. Now, multimedia elements are an integral part of a marketing email with visual elements enhancing engagement and readability. Here is an example of a traditional email as well modern enhanced email.

Let me quickly fill you in on the perks and merits of adopting marketing templates instead of traditional emails or creating yours from scratch. Time-saving as well as customizable offering flexibility and adaptability. Cost-efficient and consistent with the brand or individual’s trademark ensuring uniform appearance and overall better readability with minimal investment.

From my findings, I have included a list of email marketing service providers offering some of the best services in the business. If you want to, you can avail of any of these services or use your own preferred seller.

If you want to learn about Tax Season, Marketing Strategies, or Adding Value as a Tax Professional, I have included relevant links for you to explore.