Marketing guides for tax preparers
What to post, print and promote through the tax season, and what you are allowed to say. Written by 911 Makers, designing for US tax offices since 2016. Every rule and date links to its source.
Tax season flyer ideas: 11 real examples from US tax offices
Eleven tax season flyer ideas with the real designs we made for US tax offices: waitlists, opening day, refund advances, self-employed filers, Valentine's, recruiting, billboards and full season packs.
8 min readHow a tax office gets more clients before January
A November–December plan for tax preparers: bring back last year's clients, open a waitlist, set up referrals, update your Google Business Profile and website, and ask for reviews the right way.
7 min readTax season marketing calendar for tax preparers (2026–2027 season)
What to post, print and promote from November to October: a month-by-month marketing calendar for tax offices, built around the IRS filing season and the April 15, 2027 deadline.
7 min readAdvertising rules for tax preparers: what you can and can't say on flyers and posts
Circular 230 §10.30, the ban on Treasury and IRS seals, refund promises and Section 7216 consent: the rules that decide what a tax office can put on its flyers, posts and ads.
6 min read