Most new tax pros don’t have a client problem — they have a visibility and trust problem. If people don’t know what you do, who you help, or why they should choose you…They’ll go with whoever’s showing up louder, clearer, and more confidently. Let’s fix that. Here’s how to start bringing in clients — even with zero followers or experience. 🔑 5 Ways to Start Getting Clients (RIGHT NOW) 1. Talk About Taxes Every Day You can’t be in the “secret service.” If you want people to think of YOU when tax season hits, you need to show up consistently — online AND offline. ✅ Share tax tips, bust myths, drop money gems ✅ Use hashtags like #taxseason or #taxpro to boost reach ✅ Educate instead of just advertising Example: “Did you know you can write off part of your rent if you work from home? 👀 Most people don’t — but I make sure my clients do.” 2. Leverage the People You Already Know Your first 10–20 clients are already in your circle. You just haven’t told them what you do. ✅ Make a list of 50 people in your contacts or DMs ✅ Send this message: “Hey! Just wanted to let you know I’m now offering tax services this season. If you or anyone you know needs help filing, I’d love to take care of them. Here’s my link to get started!” This is warm lead gold — don’t sleep on it. 3. Use Smart Incentives You don’t need to beg — but a little motivation can go a long way. ✅ Offer $25–$50 referral bonuses ✅ Run a giveaway (free return or gift card) ✅ Say it loud: “Tag someone who still hasn’t filed. I got them!” 4. Become the Go-To Expert in One Niche Trying to help everybody = helping nobody. Pick a lane and dominate it: 👶🏾 Parents? Talk child tax credits 🚗 Rideshare drivers? Break down self-employment write-offs 📈 Business owners? Teach 1099 vs S-Corp strategies The riches are in the niches. Own yours. 5. Post Content That Converts If you don’t know what to post — start here: ✅ Client wins, refund screenshots, or testimonials ✅ “Did you know…” style reels ✅ Common tax mistakes to avoid

2026 Preparer Penalty = $2,600 PER RETURN if you fail due diligence 😳 Let that sink in… that’s not per client — it’s per return. That means: - 💥 One missed due diligence checklist? $2,600. - 💥 Five returns done wrong? That’s $13,000. And they will audit if you’re out here being reckless with: - EITC - CTC - AOTC - HOH filing status 🛑 This ain’t the season to “guess and go.” 📌 CYA every time. ✔️ Use your checklists ✔️ Ask all required questions ✔️ Keep proper documentation 🚨 TRAIN YOUR TEAM — or pay the price later.

Who knows what the 4 due diligence audit triggers are? List them below.