Generate Tax Planning Appointments with your E-mail Newsletter

Whether you provide free year-end tax planning or charge for these consultations, it is important for CPAs, Tax Accountants and Enrolled Agents to communicate directly to clients before time runs out.

Some of our most successful Tax Accountant website clients send out a tax planning consultation e-mail this time of year that informs clients of the importance of year-end planning. Let your clients know that NOW is the best time to meet up with you if they want to save some money come tax time.

Tax Accountants using the ClientWhys E-mail Marketing Newsletter have been getting on average a 33% open rate of the tax planning consultation e-mails. Depending on your practice size, this can lead to a busy year-end period.

Your e-mail letter should emphasize that careful planning can help minimize a client’s tax burden. Our client brochure can help you get that point across. Be sure to provide them with a link to our CB100 Tax Planning brochure that is available in our ClientWhys Lockbox or PDF marketing suites.

Time is of the essence since many of these strategies or changes need to take place before December 31st. Remind them to come prepared and have access to their important financial documents for review. Keep the letter short since much of the discussion is for the tax appointment.

Don’t miss this great opportunity to reach out to your clients. They will be grateful that you are there to help them maximize their tax savings.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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