If you want your tax team to go above and beyond, give them a reason to. Incentive programmes aren’t just about bonuses but about creating a culture of excellence, drive, and appreciation.
Here’s how to make incentives work for your team and with your business goals:
1. Set Clear, Trackable Goals: Define what “exceptional” means, whether it's the number of returns filed, client satisfaction, upsells, or turnaround time. Make it measurable and transparent.
2. Tailor Rewards to What Matters: Cash is great, but so are gift cards, time off, lunch perks, or even a “Tax Star of the Week” title. Know what motivates YOUR team.
3. Make It Ongoing, Not Just Seasonal: Consistent incentives throughout tax season keep energy high. Consider weekly, biweekly, or milestone-based rewards.
4. Celebrate Publicly: Shout out top performers in your team meetings, community group chats, or social media (if they’re cool with it). Recognition fuels momentum.
5. Tie Rewards to Team & Individual Goals: Encourage collaboration and personal performance. A good mix drives loyalty and healthy competition.
Happy, motivated teams = more returns, better service, and less turnover.
What incentive has worked best for your team? Share it below, we're all growing together.