📊 Tax Prep Business Marketing Strategy Worksheet – Plan, Track & Grow

Boost your visibility and attract more clients this tax season with this done-for-you Marketing Strategy Worksheet designed specifically for tax preparation businesses. Whether you’re just starting out or scaling your firm, this tool will help you create a clear marketing plan, track results, and stay consistent across all channels.

✅ What’s Inside:

• Target Market Planner – Define your ideal clients and their pain points

• Core Marketing Goals – Set priorities for client growth & retention

• Branding & Messaging Guide – Clarify your unique selling proposition

• Marketing Strategy Checklist – Covers digital, local, referral, and seasonal strategies

• Budget & ROI Tracker – Measure what’s working and maximize returns

• Action Plan Table – Assign tasks, deadlines, and track progress

🎯 Perfect For:

✔ Independent Tax Preparers
✔ Virtual or Local Tax Firms
✔ CPAs & EAs
✔ Bookkeepers offering tax prep services

This worksheet makes it simple to organize your marketing efforts, stay accountable, and ensure your tax business stands out during the busiest season of the year.