09/24/2026
๐ช๐ต๐ โ๐๐ป๐๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ถ๐ป๐ดโ ๐๐ฎ๐ป ๐ช๐ผ๐ฟ๐ธ ๐๐ฒ๐๐๐ฒ๐ฟ ๐ง๐ต๐ฎ๐ป ๐๐ฎ๐ฟ๐ฑ ๐ฆ๐ฒ๐น๐น๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐ฌ๐ผ๐๐ฟ ๐ง๐ฎ๐
๐๐๐๐ถ๐ป๐ฒ๐๐
EROs, one of the biggest mistakes I see tax business owners make is thinking every post has to be a sales post.
โFile with me!โ
โWeโre accepting clients!โ
โGet on my list!โ
โBook your appointment!โ
โApply for an advance!โ
Thereโs nothing wrong with promoting your services. ๐๐๐ ๐ถ๐ณ ๐ฒ๐๐ฒ๐ฟ๐ ๐ฝ๐ผ๐๐ ๐ถ๐ ๐ฎ๐๐ธ๐ถ๐ป๐ด ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐๐ผ ๐ฑ๐ผ ๐๐ผ๐บ๐ฒ๐๐ต๐ถ๐ป๐ด, ๐ฒ๐๐ฒ๐ป๐๐๐ฎ๐น๐น๐ ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐๐๐ผ๐ฝ ๐ฝ๐ฎ๐๐ถ๐ป๐ด ๐ฎ๐๐๐ฒ๐ป๐๐ถ๐ผ๐ป.
Sometimes the better strategy is to invite people into your world instead of constantly trying to sell them ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ .
Thatโs what I call ๐๐ป๐๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ถ๐ป๐ด.
Instead of telling people how great your tax company is, ๐ฆ๐๐ข๐ช ๐ง๐๐๐ .
Show your team in training.
Show yourself preparing for tax season.
Show your office getting ready.
Show your preparers learning the software.
Show clips from your tax classes.
Show your community events.
Show behind-the-scenes moments.
Show client testimonials and success stories when appropriate and compliant.
Show yourself answering common tax questions.
Show people what it actually looks like to be a client of your company.
Then give them an invitation:
โ๐ช๐ฒโ๐ฟ๐ฒ ๐ผ๐ฝ๐ฒ๐ป๐ถ๐ป๐ด ๐ผ๐๐ฟ ๐ฉ๐๐ฃ ๐ง๐ฎ๐
๐๐ถ๐๐. ๐๐ณ ๐๐ผ๐ ๐๐ฎ๐ป๐ ๐๐ฎ๐
๐ฟ๐ฒ๐บ๐ถ๐ป๐ฑ๐ฒ๐ฟ๐, ๐๐ฝ๐ฑ๐ฎ๐๐ฒ๐ ๐ฎ๐ป๐ฑ ๐ฝ๐ฟ๐ถ๐ผ๐ฟ๐ถ๐๐ ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐๐ต๐ฒ๐ป ๐ณ๐ถ๐น๐ถ๐ป๐ด ๐๐ฒ๐ฎ๐๐ผ๐ป ๐ผ๐ฝ๐ฒ๐ป๐, ๐ท๐ผ๐ถ๐ป ๐๐.โ
Or:
โ๐ช๐ฒโ๐ฟ๐ฒ ๐ต๐ผ๐๐๐ถ๐ป๐ด ๐ฎ ๐ณ๐ฟ๐ฒ๐ฒ ๐๐ฎ๐
๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐๐ฒ๐๐๐ถ๐ผ๐ป ๐ฆ๐ฎ๐๐๐ฟ๐ฑ๐ฎ๐. ๐๐ณ ๐๐ผ๐ ๐ต๐ฎ๐๐ฒ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ ๐ฎ๐ฏ๐ผ๐๐ ๐ณ๐ถ๐น๐ถ๐ป๐ด ๐๐ต๐ถ๐ ๐๐ฒ๐ฎ๐ฟ, ๐ฐ๐ผ๐บ๐ฒ ๐ท๐ผ๐ถ๐ป ๐๐.โ
Or simply:
โ๐ช๐ฒโ๐ฟ๐ฒ ๐ฝ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ถ๐ป๐ด ๐ป๐ผ๐ ๐๐ผ ๐๐ฒ'๐ฟ๐ฒ ๐ฟ๐ฒ๐ฎ๐ฑ๐ ๐๐ต๐ฒ๐ป ๐๐ผ๐ ๐ฎ๐ฟ๐ฒ. ๐๐ผ๐น๐น๐ผ๐ ๐ผ๐๐ฟ ๐ฝ๐ฎ๐ด๐ฒ ๐ฎ๐ป๐ฑ ๐๐๐ฎ๐ ๐ฐ๐ผ๐ป๐ป๐ฒ๐ฐ๐๐ฒ๐ฑ.โ
See the difference?
You aren't chasing people down saying โ๐ฃ๐๐๐๐ฆ๐ ๐๐๐๐ ๐ช๐๐ง๐ ๐ ๐!โ
You're creating visibility, demonstrating expertise, building trust and giving people an opportunity to ๐๐๐ฒ๐ฝ ๐ถ๐ป๐๐ผ ๐๐ผ๐๐ฟ ๐ฒ๐ป๐๐ถ๐ฟ๐ผ๐ป๐บ๐ฒ๐ป๐.
Your content starts doing some of the selling for you.
By the time that person needs a Tax Preparer, your company isn't a stranger anymore.
They've watched you.
They've learned from you.
They've seen your team.
They've seen your consistency.
They've seen you preparing before tax season even started.
And THAT is why I keep telling you all:
๐๐๐๐ ๐๐๐๐๐๐๐ ๐๐๐๐๐ ๐๐๐๐๐๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐ ๐๐๐ ๐๐๐๐๐๐๐๐.
You should be building the relationship ๐๐๐๐ค๐ง๐ ๐ฉ๐๐ ๐ฅ๐๐ง๐จ๐ค๐ฃ ๐ฃ๐๐๐๐จ ๐ฉ๐๐ ๐ฉ๐๐ญ ๐ง๐๐ฉ๐ช๐ง๐ฃ.
Don't make every post:
โ๐๐ผ๐บ๐ฒ ๐ณ๐ถ๐น๐ฒ ๐๐ถ๐๐ต ๐บ๐ฒ.โ
Sometimes your marketing should simply say:
โ๐๐ฒ๐ฟ๐ฒ'๐ ๐๐ต๐ฎ๐ ๐๐ฒ'๐ฟ๐ฒ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด. ๐๐ฒ๐ฟ๐ฒ'๐ ๐๐ต๐ฎ๐ ๐๐ฒ'๐ฟ๐ฒ ๐ฑ๐ผ๐ถ๐ป๐ด. ๐๐ฒ๐ฟ๐ฒ'๐ ๐ต๐ผ๐ ๐๐ฒ'๐ฟ๐ฒ ๐ต๐ฒ๐น๐ฝ๐ถ๐ป๐ด ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ. ๐ฌ๐ผ๐'๐ฟ๐ฒ ๐๐ฒ๐น๐ฐ๐ผ๐บ๐ฒ ๐๐ผ ๐ท๐ผ๐ถ๐ป ๐๐.โ
That is a completely different energyโand it's a strategy I want you to start incorporating into your marketing.
๐๐๐ ๐๐๐๐๐๐ ๐๐๐๐: This week, create ๐ผ๐ป๐ฒ ๐ฝ๐ถ๐ฒ๐ฐ๐ฒ ๐ผ๐ณ ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ ๐๐ต๐ฎ๐ ๐ถ๐ป๐๐ถ๐๐ฒ๐ ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐ถ๐ป๐๐ผ ๐๐ผ๐๐ฟ ๐๐ฎ๐
๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐๐ถ๐๐ต๐ผ๐๐ ๐ฑ๐ถ๐ฟ๐ฒ๐ฐ๐๐น๐ ๐ฎ๐๐ธ๐ถ๐ป๐ด ๐๐ต๐ฒ๐บ ๐๐ผ ๐ณ๐ถ๐น๐ฒ ๐ฎ ๐๐ฎ๐
๐ฟ๐ฒ๐๐๐ฟ๐ป.
Show them something.
Teach them something.
Invite them to something.
Give them a reason to start following your business ๐ป๐ผ๐ ๐ถ๐ป๐๐๐ฒ๐ฎ๐ฑ ๐ผ๐ณ ๐๐ฎ๐ป๐๐ฎ๐ฟ๐.
