What every tax flyer needs
- Your logo and business name, the same way they appear on your Google profile and website.
- One headline with one message. Two offers means two flyers.
- Who it is for: W-2 workers, families, self-employed and gig workers, small businesses, students.
- The offer, stated exactly as you will honor it.
- How to book: phone, text or WhatsApp, a booking link or a QR code.
- In person, virtual or both, and your address if people can walk in.
- A headline big enough to read on a phone screen, with strong contrast.
And nothing that breaks the advertising rules: no IRS or Treasury seals, no promised refund dates, no "certified" for enrolled agents. See advertising rules for tax preparers.
Before the season: a waitlist and "accepting new clients"
1. VIP waitlist. Post it in November and December to collect names before opening day. Nessa's waitlist flyer lists the perks of joining in a short checklist and ends on a single phone number, so the only action is to get in touch.
2. Accepting new clients, with your start date. Tax Advocates & Consulting's flyer pairs a two-column list of services with a large start-date badge, so people know when to come in. If you start appointments before the IRS opens the season, say plainly what happens in between (for example, that you prepare the return now and file it when e-file opens).
Offer flyers: refund advances and fast cash
3. The advance flyer. For offices whose clients come for a refund advance, the amount is the message. On D&D Tax Services' "Need fast cash" flyer the advance figure gets its own gold panel and is the largest thing on the page, and the services sit in two short columns underneath.
Refund advances are offered by a bank partner, with eligibility and amounts the provider sets. Use "up to", state the provider's terms exactly as they give them to you, keep the small print readable, and never promise a refund date: the IRS decides when refunds are issued.
Flyers for one kind of filer
4. Front and back for two audiences. Rapid Tax Solutions in Dallas hands out print in person, so one street flyer speaks to two people. The front leads with "We'll beat last year's fee" and an advance-estimate table by number of children for families. The back asks "Are you self-employed?" over a grid of job types (hair stylists, barbers, babysitters, delivery drivers, housekeepers, designers), so people recognise themselves.
5. A pack built from your logo colors. The Tax Gurus' refund season and new-client flyers take the lime green and teal straight from the logo, and split the service list into two columns so W-2, gig and business filers each find their line quickly.
Seasonal flyers
6. Valentine's Day. A holiday in the middle of filing season gives your posts a reason to change. TAFS used a Valentine's series ("Bigger refunds, better Valentine's") that keeps its teal and gold but adds red roses and hearts, with the services listed for W-2 workers, the self-employed and side hustles.
7. Halloween business cards. October is quiet, which makes it a good time to hand out print for next season. Rapid Tax reused its refund-advance offer on Halloween-themed business cards for its specialists.
Education posts people save
8. The quiz. Kash Tax Pros' "Don't fail the quiz" post turns deductions and credits into a checklist panel, which gives people a reason to read and to send it to someone. Check every tax fact against the current year's IRS guidance before you post, because amounts and rules change.
A full season pack
9. Order the season in one go. NewPro Tax Co.'s pack has eight designs that cover a whole season: tax season, fast cash, self-employed, new clients, helpful numbers, refunds, referrals and a quiz. One color family (bronze, brown and cream) ties eight different messages together, so the page looks like one business all season, and nothing has to be designed in February.
Recruiting flyers
10. Start your own tax business. If you grow by bringing new preparers into your network, recruiting needs its own flyers. Wealth Alliance Partners' flyer puts the founder in the middle with the software partners on one side and the bank product partners on the other, so a future preparer sees what they get. Avoid income promises you cannot back up.
Big formats: billboards
11. The billboard. A billboard is read at driving speed, so it keeps three things: a face, the offer and a phone number. D&D Tax Services' roadside billboard carries the founder, the cash advance and the phone number and drops everything else.
Sizes to ask your designer for
- Instagram and Facebook feed: square (1:1) or portrait (4:5).
- Stories and Reels: tall (9:16), with the text away from the top and bottom edges.
- Print flyers: US Letter (8.5 × 11 in) or half-letter (5.5 × 8.5 in).
- Business cards: 3.5 × 2 in.
We design every tax season flyer with your logo, photos and offers, sized for social and print. A monthly flyer bundle covers a season's worth, and you can see the full sets in our case studies.
Questions tax preparers ask
What should a tax flyer say?
One message: who you help, what you offer and how to book. Add your logo, your phone or booking link, and whether you work in person, virtually or both. Leave out IRS seals and promised refund dates.
How many flyers does a tax office need for one season?
Plan a set rather than one flyer: at least a waitlist or new-clients flyer, an opening flyer, an offer flyer, a referral flyer and a deadline flyer, plus separate flyers for audiences such as self-employed filers.
Can I put my refund advance amount on a flyer?
Yes, if it is the amount your bank partner offers. Say "up to", use the provider's exact terms, keep the small print readable, and do not promise when the refund or advance will arrive.
When should I post my tax season flyers?
Start in November with a waitlist flyer, post your opening flyer in January as soon as you know your start date, run offer and audience flyers through February and March, and switch to deadline flyers in the last weeks before April 15.
Sources
- 31 CFR § 10.30 – Solicitation (Cornell LII) (checked November 3, 2026)
- IRS: Use of content from IRS.gov (official seal, names and symbols) (checked November 3, 2026)
- IRS: Refund timing for EITC and ACTC filers (checked November 3, 2026)
This guide explains marketing for tax businesses. It is not legal or tax advice.