Would you recommend paid advertising for a self employed tax preparer?


I have spent more money on marketing than I can count and it never worked for me.

This is my plan. The only cost is the website. Over 3 years I’ve gone from 300 to 1000 returns, this year 1400 is expected. I have over 50 entities and tons of complex returns. I say who I want as a client on my website and Yelp page.

1. Have a nice website.
2. Referrals is where you should get most business.
3. Free Yelp and once you have a ton of reviews on there the phone doesn’t stop ringing.
4. Craigslist during the summer. (Not worth it during tax season when everyone is on there).
5. Facebook. (invite clients to your page and then later on invite them to like your business page).

Tracie Baiz Lane is the Principal Owner of California Tax Boutique – Helping Doctors, Auto Dealers & CA State Workers manage their 401k plans before retirement and beyond.