Is there demand for tax preparers after April?
Absolutely. Many individuals and businesses need support long after filing deadlines. Whether it’s IRS notices, estimated tax payments, bookkeeping, or strategic planning, opportunities exist year-round — but most preparers stop marketing when April ends. That’s a mistake. Staying visible in the off-season builds long-term revenue and authority.
What types of services do clients need after tax season?
- Quarterly estimated tax planning for freelancers and business owners
- IRS correspondence support for audits, letters, or corrections
- Bookkeeping and expense tracking setup
- Entity structure advice for new or growing businesses
- Tax strategy planning before the year closes
How can tax preparers attract clients in the off-season?
Start by shifting your content and outreach toward education and planning. Instead of focusing on urgent filings, position yourself as a strategic partner. Use these five proven methods to drive leads during the slow months:
1. Publish Seasonal Content
Create blog posts, videos, or newsletters that align with what people care about now. In May: post-filing reviews. In July: estimated tax prep. In October: year-end deductions. Educate people on what they need to do next — and position yourself as the person to help them do it.
2. Offer a Mid-Year Tax Review
Promote a low-cost or free mid-year checkup where you assess current income, deductions, and opportunities. It builds goodwill and often leads to upgrades like bookkeeping, quarterly planning, or full tax strategy sessions.
3. Build Google Business Profile Reviews
Use the slower pace to ask happy clients for reviews. These boost your local SEO and increase your authority heading into next year. Tip: ask them to mention your location, service, and professionalism for added keyword value.
4. Create Downloadable Lead Magnets
Examples include “2025 Tax Deduction Checklist” or “How to Set Up QuickBooks for Your Business.” Gated downloads help build your email list. These leads are warm — they’re looking for help now, not next spring.
5. Partner with Other Professionals
Collaborate with local bookkeepers, insurance agents, or financial planners. You can refer business to each other and cross-promote services during the off-season. Hosting a webinar or publishing a joint blog builds both brands while expanding your reach.
What should your off-season website updates include?
- A new homepage message (e.g., “Now Booking Mid-Year Reviews”)
- Updated service list with off-season offers
- A featured blog post on summer tax tips
- Call-to-action for bookings or newsletter sign-ups
Should tax preparers use social media in the off-season?
Yes, but keep it focused. Weekly posts on planning, common mistakes, or current events (like IRS updates) keep you top-of-mind. A client seeing you in May is more likely to remember you in January. Share your knowledge in bite-sized ways and invite questions — engagement becomes inbound leads.
Can SEO still drive traffic outside of tax season?
Absolutely. Blog posts like “What Happens if I Owe the IRS?” or “Should I Adjust My Withholding?” attract year-round traffic. Local SEO optimizations — like city-specific landing pages — help ensure your practice ranks when people Google “tax help in [your city]” even in October.
The Bottom Line
Tax season may end, but client needs don’t. Off-season marketing gives you a competitive edge, steadier revenue, and deeper client relationships. With consistent education, helpful resources, and localized SEO, you can grow even while competitors go quiet. Stay active — your future clients are searching.