5 Tax Season Marketing Ideas

March 22, 2016

Tax season is here, and while marketing might come easy for CPAs and professional tax preparation services other businesses might struggle to effectively market their businesses. No matter what type of business you operate, you can land more sales with the following five tax season marketing ideas. Be sure to get the word out with direct-mail postcards, posters, flyers, and banners!

1. How to spend your refund sale

Nearly 8 out of 10 Americans get tax refunds, which makes this marketing idea a no-brainer – particularly for big ticket items and personal splurges. Create a special sale and promote it as a great way for customers to reward themselves with their tax refunds. From new flat screen TVs and hot tubs to revamped wardrobes and family vacations, just about any type of company can take advantage of this tax season marketing idea. You might even want to encourage customers to save their money, which is a great strategy for financial advisors seeking new investment clients!

2. April 15 sale

April 15 is the deadline for filing federal taxes, and it can also represent a special day of sales for your customers. You can use tax-related numbers to develop special offers just for tax day: 15 percent off, for example, or a $10.40 discount (Form 1040).

3. Tax-free day

Offer to pick up the tax tab for your customers on “tax-free day.” This is a great idea for restaurants, retailers, and service companies to offer a tax-related discount. Companies that sell big ticket items are primed to get the greatest response from tax-free day – especially if they have time to get their tax return checks before your special sale.

4. Beat the refund rush sale

Not everyone waits until the last minute to file their taxes. Motivate early-bird filers to buy from you with a “beat the refund rush” sale. You can explain that many people will wait until after April 15 to get great deals, but early filers can get your special discount offer now. This strategy can help you head off competitors who are waiting until April to launch their tax-related special offers.

5. Stress-free tax day

Many find annual tax filings to be stressful. Your company might be able to help alleviate their stress. A vacation would do wonders for melting the stress away, and so would a spa day. For retailers, you might consider a 90-day or 12-month “same as cash” program, which would allow customers to buy needed big ticket items without stressing out about immediately spending their entire tax returns.


Ready to launch your tax season marketing campaign? Get premium discount printing from PsPrint!

Brian's picture

About Brian Morris

Brian Morris serves in various capacities as a freelance writer, content developer and public relations specialist for growing small businesses. When he’s not writing, he can be found on the racquetball court - usually getting his tail kicked by guys 20 years older.

No comments yet.

Leave a Reply

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.

What is the PsPrint Blog??

The PsPrint Blog is a resource for graphic designers, freelancers, small business owners and fans of print marketing. You'll find helpful techniques on printing everything there is to print, including business cards, postcards, brochures, stickers, invitations, greeting cards, door hangers, magnets and more. The PsPrint Blog shares creative ways to improve your design and layout skills, and useful tips for marketing your business in any medium. We also like to have a little fun, sharing design inspiration and spotlighting some our favorite customers' printed pieces in our "Hot Off the Press" series.