For tax offices, EAs and tax preparers
Tax professional marketing and tax preparation advertising for tax preparers
Your tax software files the returns. AiMarketer fills the chairs: it brings last year's clients back before January, runs local search ads for the weeks people are ready to file, pushes extension and payment plan offers in April and asks every client for a review, all written in your office's voice and launched only after you approve.
The agent drafts a real starter campaign for your business: the angle, three ads, a five-post calendar and a budget split. One free run, about 30 seconds.
You have had your free run here. Create your account and the agent writes you a full 90-day marketing plan for your business.
Campaign for . Describe your own business above to run yours.
Campaign angle & audience
Ready-to-run ads
Suggested budget split
First week of content
This is a live generated draft. Want AiMarketer to actually launch and optimize it for you? Describe your business above to run this on yours, or have AiMarketer launch and optimize the campaign for you. You have had your free run on your own business. Create your account and the agent writes you a full 90-day marketing plan for it.
No card required for the demo. Nothing goes live without your approval, and every approved ad and email is logged.
The short answer
Tax preparer marketing software comes in three kinds. Office tools such as SBTPG Marketing Pro and Textellent send email and texts to the clients you already have for $35 to $119 a month. Agencies such as TaxPro Marketer run ads for $397 a month and up. Lead sellers charge from $18 a lead. An AI marketing agent plans, writes and launches all of the campaigns for $49 to $149 a month.
Prices were read on each vendor's own US page. Vendors that only quote are named without a number.
Where a tax office's marketing year goes
Bar widths are weeks. The heavy block is the filing season.
- Build, Oct to Dec. Ads, landing page, client list and messages written and approved while you have time.
- Return, early Jan. Last year's clients get the booking link and document checklist first.
- Filing season. Local search ads, Google profile posts and referral asks, budget moved to what books appointments.
- Extension, early Apr. Extension and IRS payment plan offers to people who have not filed.
What tax preparer marketing costs a month
Seven routes a US tax office can buy, read from each vendor's own page in October 2026. They do different jobs, so most offices end up with a website, one messaging tool and one way of running ads. Ad spend is always on top.
Website only
taxPRO Websites
$30 to $100
a month
Basic $30, Business $50, Professional $100. A tax office site, nothing that sends or runs campaigns.
Office software with email and text
SBTPG Marketing Pro
$35 to $75
a month, or $26.67 to $66.67 paid yearly
Scheduling, client portal, 100 to 500 text credits and 1,000 to 5,000 email recipients a month. A done-for-you website is $49.95 a month more.
Text messaging for tax offices
Textellent
$59 or $119
a month, plus $49 activation
750 or 2,000 credits a month with tax software templates for returning clients and missing documents. Tax and accounting plans are quoted.
Website and marketing platform
CountingWorks PRO
$150 to $500
a month, 10% off yearly
Site, contacts, email and AI credits for tax and accounting firms, from 1,000 to 10,000 contacts.
Marketing agency for tax pros
TaxPro Marketer
$397 to $10,000
a month, $997 setup with a website
Startup Package $397, monthly programs $597 to $10,000. Ads, SEO, listings, email and social run for you.
Exclusive leads
iSocialBusiness
From $18
per lead
Tax prep leads delivered to one buyer. Business and bookkeeping leads from $45. You still have to call and close them.
AI marketing agent
AiMarketer
$49 or $149
a month
Plans, writes and launches the returning-client, search ad, extension and review campaigns after you approve each one.
Google Local Services Ads
Tax services is an eligible US category, billed per valid lead. Google publishes no per-lead price for it, and automatic credits for poor leads are not offered to tax specialists, so check every charge.
Taxx Savage sells a $499 website, Federal Direct Tax folds marketing resources into $599 to $2,499 partnership packages, and National Tax Office bundles email, text and website tools with its software without a separate price. If you want the agency route priced out in detail, our accounting marketing agency pricing guide covers retainers for CPA and EA firms.
Tax season advertising gets written in October
In February nobody in a tax office has time to write an ad. That is why most small offices run the same flyer and Facebook post every year, or nothing. The agent does the writing in the quiet months, so by the time the IRS opens the season you have approved every piece and the only job left is answering the phone.
-
1
Tell it about the office once
Services and fees, languages you speak, the neighborhoods you serve, your credentials as you are allowed to state them, bank products you offer and the words you never use.
-
2
It drafts the season
A returning-client sequence, two or three search ads with a booking page, Google profile posts, a referral ask and the April extension offer, each with its audience and dates.
-
3
You approve, it launches
Edit a line or approve it. Approved work goes out through the ad, email and text accounts you connect, on the dates you set.
-
4
It reports every Monday
Spend, calls, booked appointments and cost per new client, plus what it moved budget toward and why.
Tax preparer ads have a list of words you cannot use
Most rules on tax preparer advertising come down to a few phrases that get offices in trouble every season. Each one is stored as a blocked claim, so a draft that uses it never reaches you.
Never in an ad
Say this instead
Source
certified
AFSP - Record of Completion
Circular 230 section 10.30 and Rev. Proc. 2014-42
IRS approved preparer
Authorized IRS e-file Provider
IRS Publication 3112
IRS eagle or Treasury seal
The IRS e-file logo, alone
31 USC 333 and Publication 3112
instant refund
refund advance loan from a bank, repaid from your refund
Publication 3112 refund product rules
free tax filing
free only when it is free for every filer, or with the share who qualify
FTC orders against Intuit (2024) and H&R Block (2025)
Keep your ads for 36 months
Circular 230 section 10.30 asks practitioners to keep a copy of direct mail and online solicitations, with the recipient list, for at least 36 months from last use, and to honor a published fee for 30 days. The activity log keeps every approved piece.
Client lists sell tax prep only
Treasury Regulation 301.7216-2(n) lets you market more tax preparation to past clients. Bookkeeping, insurance or anything else needs written consent first, so those campaigns only go to the segment you mark as consented.
Texts need written consent
Marketing texts to cell phones need prior express written consent under the TCPA, with statutory damages of $500 per violation. Emails need your address and an unsubscribe link under CAN-SPAM. Both are attached to every send.
A planning summary, not legal advice. State rules on preparer registration and advertising sit on top.
Tax preparer ads and campaigns that fill January
01
Returning-client sequence
Email and text to last year's clients in early January with a booking link and a document checklist. The cheapest new appointment you will get, and allowed under the 7216 client-list rule.
02
Local search ads
Ads on "tax preparer near me", "tax preparation" plus your town and Spanish-language variants if you serve them, pointing at a page with your fees and hours.
03
Google Business Profile posts
Weekly posts and updated hours through the season, which is what shows up when someone searches your office by name.
04
Referral and review asks
One message after every finished return asking for a review and a referral, with no reward tied to a good rating, as the FTC review rule requires.
05
Extension and payment plan offers
In the last two weeks before April 15, ads and emails for people who have not filed or cannot pay in full.
06
Off-season business clients
From May to September, pages and ads for small business returns, payroll and IRS notice help, so the year is not one 12-week rush.
Who uses tax professional marketing software like this
Seasonal storefront offices
One to five preparers, busy twelve weeks a year, and nobody to write ads in the other forty.
Enrolled agents
Building year-round representation and IRS notice work on top of the 1040 season.
Bilingual offices
Serving Spanish-speaking neighborhoods and needing every ad and text in both languages.
Multi-office owners
Two to fifteen locations or franchise-style offices, each with its own area, budget and approver.
Which plan
Starter at $49 a month runs one office on one channel, usually the returning-client email and texts. Growth at $149 adds search ads and social, moves budget toward what books appointments and exports the activity log, which is where most offices should start in October. Scale at $499 covers up to 15 offices, each with its own approver.
What we are not: tax software, a client portal or a lead seller. Keep your software and your e-file setup. The agent works through the ad, email and text accounts you connect.
AI marketing agent
Get your tax season campaign drafted before January
Create your account. We will email you a 6-digit code to confirm, and you are in.
No card required. Your data stays yours.
Questions about tax preparer marketing
How do tax preparers get new clients?
Most new clients still come from referrals by existing clients, so the job of marketing is to bring last year's clients back early and make the office easy to find when a stranger searches. That means a returning-client campaign before the season opens, a Google Business Profile with recent reviews, search ads in your area for the weeks people are ready to file, and a referral ask once every return is done.
How much should a tax preparer spend on marketing?
No professional body publishes a benchmark, so work back from fees. The National Society of Accountants' 2024 survey puts an itemized Form 1040 at $300 to $600. If you want 40 new returns at $400, that is $16,000 of fees, and spending $2,000 to $3,000 on ads and software to win them is a reasonable ceiling. Returning clients cost far less to win than new ones.
Can tax preparers advertise?
Yes. Tax preparers can advertise as long as nothing is false or misleading. Attorneys, CPAs, enrolled agents and Annual Filing Season Program participants follow Circular 230 section 10.30, which also requires published fees to be honored for at least 30 days and copies of mailed or online ads to be kept for 36 months. Authorized e-file providers follow the advertising standards in IRS Publication 3112.
Can a tax preparer call themselves certified?
Not on the strength of an IRS program. Circular 230 bars enrolled agents and registered preparers from using the term certified, and the IRS says Annual Filing Season Program participants may not describe the designation as certified, enrolled or licensed or imply IRS endorsement. The approved wording is "AFSP - Record of Completion". Enrolled agents may say "enrolled to practice before the Internal Revenue Service".
Are Google Local Services Ads worth it for tax preparers?
They can be, because tax services is an eligible US category and you pay per lead rather than per click. Google does not publish a per-lead price, and its help page says automatic credits for low-quality leads are not available to tax specialists, so you have to dispute bad leads yourself. Run them next to a returning-client campaign, not instead of one.
Is it worth buying tax preparation leads?
Only if you can call back within minutes in January and February. Exclusive tax prep leads start at $18 each on iSocialBusiness, and a lead is a name, not a client. At a one in five close rate that is $90 or more per new return before your time. Your own ads and last year's clients usually cost less per signed return.
When should a tax preparer start marketing for tax season?
Plan and approve the campaigns in October and November, start returning-client reminders in early January, and have search ads live the week the IRS opens the filing season. The 2026 season opened on January 26, 2026. Then switch to extension and IRS payment plan offers in the last two weeks before April 15.
Can a tax preparer use client information for marketing?
Within limits. Under IRC section 7216 and Treasury Regulation 301.7216-2(n), a preparer may keep a list of clients whose returns it prepared and use it to send tax information or to offer more tax return preparation. It may not be used to sell any other service or product without the client's written consent, and misuse carries a civil penalty of $250 per use.
Related reading
Thinking about buying leads for the season? Tax preparer leads cost works out what a bought lead costs per signed return next to running your own ads. CPA practices that do more than returns have their own page on accounting firm marketing software. The search side of the season is covered in AI for Google Ads, and if you are weighing a monthly retainer, affordable PPC management compares fees against ad spend. Offices with several locations should look at franchise marketing software.