By Mark Lovett
Starting fresh in the tax business? You’re not alone in wondering: How do you get people to trust you with their taxes when you’re just starting? Many new tax professionals struggle with this, but building a strong base of loyal clients is possible, even if you’re new in the market. Knowing how to position yourself, build credibility, and connect with people realistically is key. Before you start tax prep business tasks like filing or calculating returns, the most crucial goal is getting your name out there and gaining trust.
Build Confidence with a Solid Foundation
Confidence goes a long way when you’re a new tax preparer. Even if you’re just starting, the way you present yourself matters. Clients want to feel that their tax information is in safe hands. Ensure you’ve taken the proper courses, passed any required exams, and clearly understand current tax laws.
Creating a clean, professional space online or in-person can also help build trust. When people see you’re serious and organized, they’re more likely to take a chance on your services. Don’t forget to list your certifications clearly on your website or flyers to show you’re qualified.
Tap into Your Network First
Most beginners get their first few clients from people they already know. Family, friends, neighbors, or former coworkers can be great starting points. Let them know you offer tax services and would love to help with their returns. You can offer a small discount or even provide your services for free to the first few people just to get your feet wet.
Doing a great job for someone you already know can lead to word-of-mouth referrals. That’s often how successful tax professionals begin to start tax prep business relationships that grow over time.
Use the Local Community to Your Advantage
Getting involved in your local area can help you quickly build a name for yourself. Try attending community events and small business expos or setting up a booth at a local market. Volunteer to do taxes for a local nonprofit or speak at a community center about tax season tips.
People will remember you and may reach out when they need tax help. Leaving flyers in local libraries, cafés, or grocery stores is another way to get noticed. These personal touches make you more relatable and can lead to your first loyal clients.
Create an Online Presence That Stands Out
Even if you’re just starting, having an online presence is essential. A simple website or social media page can help people learn who you are, what you offer, and how they can contact you. Share helpful tax tips, deadlines, and basic info to show you’re active and reliable. Many clients will check your online presence before they ever call or email.
Ensure your content is clear, your services are easy to find, and your contact info is correct. Try joining social media groups focused on small businesses or local topics—they’re great for promoting your services naturally.
Turn Happy Clients into Your Best Promotion Tool
Once you’ve completed your first few jobs, ask your clients if they’d be willing to write a short review or tell a friend. Happy customers are one of your best marketing tools. You don’t need a huge advertising budget when real people share how excellent your service is. You can even offer a referral bonus, like a $10 discount for every new client they send. Over time, this builds a chain of new customers without you having to chase them down. It’s one of the simplest and most powerful ways to grow.
Starting can feel overwhelming, but it doesn’t have to be. Anyone can succeed in tax preparation with patience, smart outreach, and a clear plan. Just focus on building trust, being professional, and helping people. And remember—every expert was once a beginner. Companies like Intuit offer guidance and resources to help tax preparers grow their careers. Keep learning and connecting; and you’ll find your first clients before you know it.
About the Author: Mark is a tenured writer for NewsWatch, focusing on technology and emerging trends. Mark gives readers insight into how tomorrow’s innovations will transform our relationship with technology in everyday life.
