Tax season is predictable—which makes it perfect for planned marketing. A calendar keeps your firm visible without last-minute panic.
January–February: Awareness
Launch “get organized” campaigns, document checklists, and early-bird consultation offers.
March: Urgency
Increase ad spend and email frequency. Highlight appointment availability and extension guidance where relevant.
April: Final push + extensions
Target procrastinators with clear deadlines and support for extended filers.
Post-season: Retention
Shift to advisory services, bookkeeping, and year-round planning—turn seasonal clients into annual relationships.
