7 Key Tactics for New Business Owners | Start, Run & Grow Your Tax Business

7 Key Tactics for New Business Owners
Written by Kimberly Fowler

Hey there, future tax moguls! It's Kimberly Fowler, your tax business coach, and I'm here to help you start, run, and grow your own independent tax business.

Starting your own business can be overwhelming—especially with the endless courses, gurus, and advice floating around. It’s easy to feel lost in all the information and make the journey longer than it needs to be. But don’t worry! With the right focus and strategy, we can turn that overwhelm into actionable steps that lead to financial and time freedom.

I want to help you get there faster. In this post, I’m sharing 7 essential marketing tactics that you can start using today to elevate your tax business and make it a success from the get-go. While this advice is tailored to tax pros, it’s applicable to any new business owner.

Let’s dive in!

1. Create a One-of-a-Kind Selling Point

To stand out in the crowded tax space, your Unique Selling Proposition (USP) is key. Focus on benefits you can offer your clients that your competitors don’t. For instance, faster service or personalized consultations might be just what clients are looking for. The key is to highlight what makes your service unique—something your competition can’t easily replicate.

2. Use Testimonials to Build Credibility

Your customers’ opinions matter more than your own claims. Testimonials are one of the most powerful tools for gaining trust. Prospective clients want to hear from real people who’ve worked with you, not just your marketing spiel. Showcase testimonials in your ads, website, and social media to build authenticity and trust.

3. Upsell—It Works

Upselling is one of the most effective ways to boost your sales. If your clients already trust you, they’re more likely to purchase additional services from you. For example, if they’re getting their taxes filed, offer them extra services like tax planning or audit protection. By offering complementary services, you increase the value of each client relationship.

4. Make Your Price Seem Smaller

When pricing feels overwhelming to clients, break it down into bite-sized payments. Instead of saying "this service costs $1,200," offer monthly payment options like "only $100 per month." Breaking down the total cost into smaller payments makes it feel more manageable and affordable.

5. Paint the Benefits, Not the Features

Clients don’t buy your service—they buy the benefits. Whether it’s peace of mind, saving time, or minimizing stress, focus on how your service will improve their lives. Use emotional language that allows your clients to picture themselves enjoying those benefits. The more they can feel it, the more likely they are to make the purchase.

6. Craft Attention-Grabbing Headlines

Your headline is the first thing clients will see, and it’s crucial for grabbing their attention. Whether it’s a headline for a blog, email, or ad, make it compelling and direct. Keep it concise and make sure it promises a clear benefit, like “Save Time on Tax Prep with Our Fast and Easy Service!”

7. Provide an Offer They Can’t Resist

If your offer isn’t irresistible, it needs improvement. This doesn’t always mean cutting prices; instead, focus on adding value. Consider offering bonuses—extra services or products that cost little to you but are perceived as valuable to your clients. This will make your offer hard to turn down!

These 7 key tactics are proven methods to help your new business thrive. The truth is, every business, especially in the tax space, requires strategic planning and effort to stand out and succeed. If you're looking to take your tax business to the next level, I’m here to help.

Need more guidance?
I offer free strategy sessions to help tax business owners like you get started on the right foot. Book your session now! Let's get your tax business up and running the smart way!

Wishing you success,
Kimberly Fowler
Founder, TaxPro Software Solutions