Starting a business is one thing...marketing it effectively to encourage a steady stream of clients through your doors is entirely another! If you are part of a professional franchise group such as Tax Store you will receive plenty of assistance with your marketing, both digital and traditional, to drive leads to your business. However, it’s also important that as the owner of the business you take the initiative to market yourself in your local area. After all, working with individuals and business owners in your own geographic region is good for you and good for the community, and will be one of the most cost effective ways to increase revenue.

Being ‘visible’ in your local area, especially during tax season when clients are looking for trusted professionals to handle their finances, is very important. While digital marketing certainly has its place, local events can be a powerful way to build your brand, connect with potential clients, and create a lasting presence in your community. Here's how you can leverage local events to market your tax business and stand out in a competitive market

1. Sponsor Local Events and Charities

Sponsoring local events is one of the most effective ways to get your tax business recognised within your community. Whether it’s a charity run, a school fundraiser, or a community fair, sponsoring an event puts your business name in front of local attendees.

How to do it:

· Look for events that align with your business values or your target demographic.

· Offer to sponsor a specific part of the event, such as a food stand or a raffle, or provide giveaways with your business information.

· If possible, give a short speech or have a representative at the event to speak about your tax services and how you can help the community.

Benefits:

· Increased visibility within your local area.

· Positive brand association with causes that matter to the community.

· Opportunities for networking with attendees who may need your services.

2. Host Free Tax Workshops or Seminars

Offering free tax advice and seminars is a great way to educate your community while promoting your expertise. Many individuals, especially those filing taxes for the first time or handling complex situations, may appreciate guidance on tax strategies, deductions, or the filing process.

How to do it:

· Choose a venue that’s easily accessible, such as a local library, community center, or even your office.

· Promote the event through local community boards, social media platforms, and email newsletters to attract attendees.

· Focus on educating your audience with topics like "Maximising Deductions," "What You Need to Know About Filing Taxes for Your Small Business," or "Tax Tips for Families."

Benefits:

· Demonstrates your expertise and builds trust with your community.

· Creates a valuable resource that potential clients can refer to.

· Positions you as a helpful and knowledgeable figure in your industry.

3. Participate in Local Trade Shows and Expos

Local trade shows and expos provide a unique opportunity to showcase your tax business alongside other local vendors and businesses. Whether it’s a business expo, financial services fair, or a small business showcase, these events can connect you with potential clients who need tax services.

How to do it:

· Rent a booth or table where you can meet attendees and hand out brochures or business cards.

· Have free giveaways such as branded pens, notepads, or calculators, along with a clear call-to-action (like offering a discount for tax preparation services or a voucher in return for a referral).

· Prepare to answer questions and offer personalised consultations on the spot to convert event-goers into clients.

Benefits:

· Direct face-to-face interaction with potential clients.

· Build trust and rapport in a less formal setting than an office.

· Opportunity to network with other local businesses and cross-promote services.

4. Collaborate with Local Businesses

Partnering with local businesses can be a great way to co-market your tax services. For instance, a local coffee shop, real estate agency, or financial planner might have clients who could benefit from your tax services. This collaboration can include co-hosting events, offering joint promotions, or simply cross-promoting each other’s businesses.

How to do it:

· Approach local businesses with a mutually beneficial proposal. For example, you could offer tax advice sessions at their office, while they promote your services to their clients.

· Offer discounts or deals for clients who come from your partner businesses, creating an incentive for them to refer you.

· Co-host an event like a “Tax Tips Happy Hour” or “Spring Financial Check-Up” event to share valuable information and build your customer base.

Benefits:

· Expands your reach to new potential clients.

· Increases word-of-mouth marketing through trusted referrals.

· Fosters a strong sense of community among local businesses.

5. Join or Attend Local Networking Groups

Networking is a key component of marketing any business, and local networking groups are a fantastic way to build relationships with other entrepreneurs, business owners, and community influencers. The more people who know you and trust your business, the more likely they are to recommend your tax services. One of our dynamic partners, Susan Ngan who owns Tax Store Sydney, hosts her own monthly networking group for local business owners, over a yum cha lunch! It’s always very well attended and is highly effective in terms of referrals amongst the participants.

How to do it:

· Join groups like your local Chamber of Commerce, small business associations, or other professional networking groups. OR, create your own networking group if you can’t find one that suits your needs and values!

· Attend meetings regularly and participate actively by offering helpful tax-related advice or tips.

· Make sure to introduce yourself as a local tax professional and offer free resources or consultations to fellow group members.

Benefits:

· Build a network of referrals from other business owners.

· Gain valuable business insights from like-minded entrepreneurs.

· Establish long-term relationships that can lead to repeat clients and word-of-mouth referrals.

6. Offer Special Promotions During Tax Season

Tax season is a busy time, and many people are looking for a tax preparer they can trust. Offering a limited-time promotion, such as a discount on tax preparation services or a free consultation, can be a great way to attract new clients during this busy time.

How to do it:

· Advertise your promotion at local events, online, and in-person at your office or through partnerships with local businesses.

· Consider hosting a special “Tax Season Kickoff” event where you can meet potential clients and offer free consultations.

· Encourage current clients to refer friends and family in exchange for a small reward, like a gift card or a discount on their next year’s tax preparation.

Benefits:

· Encourages immediate action from potential clients during tax season.

· Attracts price-sensitive clients who may not have considered your services otherwise.

· Increases your client base and enhances your community presence

Conclusion

Local events provide a unique opportunity to market your tax business in a way that’s personal, community-driven, and effective. By sponsoring events, hosting workshops, networking with other local businesses, and offering special promotions, you can increase your visibility and credibility in your local area. In turn, you’ll build a loyal client base that values your expertise and trusts your services year after year.

Remember, the key to success in marketing your tax business through local events is building strong relationships with your community and providing real value. When people see you as a trusted resource, they’re much more likely to seek your services when it’s time to file their taxes.