💼 How to Get Clients in the Tax Industry (Even If You’re Brand New)

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