7 Key Tips for Becoming a Sought-After Tax Accountant

Written by
Rebecca Smith

Jul 17, 2018

Jul 17, 2018 • by Rebecca Smith

A study that was done a few years ago revealed that there are more tax accountants in the United States right now than police officers and firefighters combined. There are more than 1 million tax accountants at the moment, and that number is expected to grow in the coming years.

If you're a tax accountant, this could potentially put a strain on your business and make it hard for you to stand out. Americans have more options than ever before when it comes to choosing a tax accountant, which means you need to work extra hard to separate yourself from the pack.

Do you want to turn yourself into the go-to tax accountant in your city? There are some simple steps you can take to bring in more business for yourself.

Here are 7 key tips for becoming a sought-after tax accountant.

1. Make Sure You Know Everything There Is to Know About Tax Preparation

Most people aren't familiar with the ins and outs of the tricky U.S. tax code. They don't understand which tax bracket they fall into or what they could potentially be doing to reduce the amount of money they have to pay every year in taxes.

This is where you should come in. You should educate yourself so that you know everything there is to know about tax preparation. Whether you're working with a single mother who has two kids or a small business owner with 12 employees, you should be able to help them complete their taxes in no time.

It's your job to stay up on the latest tax codes year in and year out. You should devote a lot of time to studying tax codes so that you can find ways for your clients to save money. People will come back to you over and over again when they know they can trust you.

Some businesses might even bring you on board and request that you help them with more than just their taxes once they see the work you do. They might ask you to provide them with CFO services. 

2. Stay in Touch With Your Regular Clients Throughout the Year

Most tax accountants are very busy during the first few months of the year. They connect with their clients regularly in February, March, and, of course, April.

But what about the rest of the year?

While many people won't necessarily need your tax preparation services in, say, August, that shouldn't stop you from staying in touch with your regular clients. You should let them know that you're there for them should they ever need any other accounting services.

You should also send reminders to people throughout the course of a year about what they could and should be doing to make the following year's tax prep easier. For example, you can remind them to save receipts or keep accurate records for tax purposes.

A simple email every month or so will allow you to stay in touch with your regular clients. They'll appreciate your level of service and be more inclined to recommend you to others.

3. Use Social Media to Field Tax Questions From People

As a tax accountant, it's a good idea for you to maintain a presence on social media. You should set up a Facebook page as well as Twitter and Instagram accounts if you're so inclined.

Your Facebook page, in particular, should include all of your contact information so that people can get in touch with you if they want. It should also include frequent posts from you about your tax services.

Additionally, you should consider taking tax questions from people throughout the year and answering them to the best of your ability. You can put together short videos that feature you breaking down tax codes or talking about tax-related stories in the news.

This is a great way to appeal to new clients. It'll allow you to form a connection with them and show them what you're all about.

4. Optimize Your Website So That It's Easy for People to Find You

When people use Google to search for a tax accountant in your city, does your website pop up? If not, you're missing out on some easy opportunities to generate business.

You should optimize your website for SEO purposes and make sure that you're easy to find on the internet. You can do this by learning how SEO works and filling your website with content that will give your site a boost.

Within just a few months, you could put your tax accounting firm at the top of Google searches. It'll bring in more business for you and make people more likely to call on you for their tax prep.

5. Encourage People to File Their Taxes Early Through You

People love to procrastinate when it comes time to do their taxes. In 2018, about 14 million people waited until the very last minute to file their taxes.

You should make every effort to encourage people to file taxes early through you. At the top of every year, you should find ways to reach out to individuals and businesses about tax preparation.

You can do this by:

  • Sending out postcards reminding people that tax season is on the horizon
  • Offering special deals to people who file their taxes through you early
  • Putting up Facebook posts letting people know how easy you'll make it for them to get their taxes out of the way early this year

While there are always going to be people who wait until the deadline to file taxes, you can start marketing your services early and catch those who want to go ahead. It'll show that you're excited to help those who turn to you for help.

6. Make the Process of Doing Taxes More Enjoyable for People

One of the reasons so many people put off doing their taxes until the last minute is because there's nothing fun about doing them. It's a pretty painful process for a lot of individuals and businesses.

You can help people look at doing their taxes in a whole new way when you serve as their tax accountant. By treating them with respect and taking a real interest in their financial future, you can help them enjoy the process of preparing taxes more.

Rather than looking at your clients as just another number, you should get to know them and strive to form real relationships with them.

7. Provide People With the Largest Returns Possible

At the end of the day, the easiest way to transform yourself into a sought-after tax accountant is to find ways to get people the largest returns possible on their taxes.

You should also shed some light on how to improve their returns in future years and answer any questions they might have in the simplest ways possible. It'll allow you to work as an accountant in your city for many years to come.

Turn Yourself Into the Best Tax Accountant in Your City Today

By working hard and creating connections with your clients, you can turn yourself into a great tax accountant. You can increase your profits and set yourself up for long-term success.

The key is finding new ways to market yourself to your potential customers and delivering people with excellent service. You'll be pleasantly surprised by how quickly people flock to you when you prove that you're great at what you do.

Read our blog to find more helpful career advice.