Not sure how to actually write your due diligence notes use this guide to help

(Copy, paste, and use as-is — or share it with your team/community.) Create a full 2026 marketing strategy for my tax preparation business that helps me grow my clientele, stand out in my local market, and build repeat yearly customers. I run a tax office that serves: • Audience: [individual filers / business owners / Spanish-speaking clients / first-time filers / low-income households / self-employed] • Location: [city + state] • Business size: [solo preparer / small team / multiple locations] • Goals for 2026: [increase client volume / expand to new locations / raise brand awareness / increase recurring revenue / launch new services] I want a strategy that blends digital marketing, community outreach, retention programs, and operational efficiency. Success = a clear, realistic plan I can execute weekly, monthly, and seasonally. Here’s the kind of structured output I want (example only): - Branding & positioning - Lead generation strategy - Outreach & awareness - Paid ad recommendations - Retention & referral plan - Local SEO + Google Maps plan - Social content framework - Community engagement - KPIs to track - Step-by-step 12-month calendar Please structure the response as: 1. Positioning Summary 2. Marketing Strategy Pillars 3. Detailed Tactics by Channel 4. Quarter-by-Quarter Plan (Q1–Q4) 5. Daily/Weekly/Monthly Actions 6. Key Metrics to Monitor 7. Creative Ideas I Can Implement Immediately - Make it beginner-friendly but scalable. - Avoid jargon. - Focus on practical actions, not theory. - Include both online and offline tactics. - Must be realistic for a tax office budget. Use a clear, motivating, advisory tone. Make it feel like a marketing mentor giving me a personalized action plan.

During the holidays, emotion sells more than logic. Create a campaign around giving the “Gift of Financial Clarity” a prepaid tax prep, tax planning, or business consultation that clients can gift to loved ones or employees. 🎁 Why it works: It’s heartfelt, brand-safe, and turns your service into a premium experience. 💬 Tagline Example: “Peace of mind is the best gift you can give this season we’ll wrap it up with precision and strategy.” 🎯 Bonus play: Package it with a digital gift card or branded holiday e-card.

Start January with momentum marketing. Run a 7-day challenge or webinar series focused on “How to File Like a CEO” teaching clients how to organize docs, understand deductions, and prep early. ⚙️ Why it works: It positions you as an expert educator, builds authority, and fills your early-season pipeline. 💬 Hook Example: “New year, new numbers. Join the ‘File Like a CEO’ challenge and walk into tax season like you own it because you do.” 💡 Tip: Capture leads via registration and retarget them with your full prep offer.

Everyone’s selling discounts you sell readiness. Instead of “$50 off tax prep,” position it as “The Black Friday Business Setup Bundle” EIN, business filing, and tax strategy session all-in-one. 🧠 Why it works: Entrepreneurs are in spending mode and mentally preparing for the new year. You’re not a service they’re investing in next year’s growth. 🔥 Add urgency: “Only available until Cyber Monday.” 💬 Call-to-Action Example: “Don’t wait for tax season to start acting like a business owner. Lock in your 2026 tax advantage this Black Friday.”