Who it's forTax preparersLeer en español
File the returns. The deadline reminders go out anyway.
Social media for tax preparers, done by asking.
From January to April you barely look up. Schedule the season's deadlines and reminders in December, and your accounts stay current while you work.
The request: Booking tax appointments now, evenings and Saturdays.
- Mon · 8:30 amNow booking tax appointments: evenings and SaturdaysFacebook PagesGoogle Business ProfileInstagramScheduled
- Wed · 12:00 pmWhat to bring: the one-page checklistFacebook PagesGoogle Business ProfileInstagramScheduled
- Fri · 9:00 amThree weeks to the filing deadlineFacebook PagesGoogle Business ProfileInstagramScheduled
Less admin for tax preparers.
Before: Deadline reminders you meant to post in March
Now: Every deadline of the season was scheduled before it began.
Before: Clients arriving without half their documents
Now: The checklist goes out the week their forms arrive.
Before: Going silent from May until next January
Now: A light monthly post keeps you in mind all year.
Get an hour a week back on the returns.
Your numbers, your sum. Move them and the figures follow.
52 hoursback on the returns, every year
$3,120of your working time, at $60 an hour
Spica Post does it from $29 a month.Or $99 once, if three accounts are all you need.
Get my hours back→File the returns. The week is already scheduled.
- Mon8:30 amNow booking tax appointments: evenings and SaturdaysFacebook, Google
- Tue
- Wed12:00 pmWhat to bring: the one-page checklistInstagram, Facebook, Google
- Thu
- Fri9:00 amThree weeks to the filing deadlineFacebook, Google
- Sat10:00 amSelf-employed? The mileage log question, answeredInstagram, Facebook
- Sun
An illustration. The business and its posts are made up.
Social media post ideas for tax preparers.
Tell your assistant any of these in a sentence and it becomes a post for each account. For example: “Booking tax appointments now, evenings and Saturdays.”
- Start with
- Google Business Profile, then Facebook
- Post most
- Deadlines and what to bring
- Best photo
- You, at your desk, by name
- Never skip
- The weeks before each deadline
Deadlines
Filing, extensions, quarterly estimates. Post each one early.
What to bring
The checklist that saves a second appointment.
Open appointments
Evenings, weekends, drop-off and remote filing.
Plain answers
One common question at a time, in general terms.
Year-round services
Bookkeeping, ITIN help, notices, amended returns.
Languages you serve
Say it clearly. For many clients it is the deciding factor.
Tax preparers: why your Google profile matters.
People choose a tax preparer close to home and return every year. When a new client searches nearby in January, a Google Business Profile with current hours, a recent update and the services you offer makes you the first call.
Asked by tax preparers.
What should a tax preparer post on social media?
Filing deadlines, a checklist of documents to bring, open appointments, short general answers to common questions, and the services you offer outside tax season. Keep tips general and invite people to book for advice on their own situation. Check each date against the IRS calendar for that year, and advertise only the services your credential allows.
Which social media is best for tax preparers?
Google Business Profile and Facebook. Most new clients search nearby or ask in local groups. Instagram and LinkedIn are useful if you serve the self-employed and small businesses.
When should a tax preparer start posting for tax season?
Early January, with a booking post, then a steady run of deadline and checklist reminders through April. You can schedule the whole season in one conversation before it starts.
Can the posts be in Spanish as well as English?
Yes. Your assistant drafts in the language you write to it in, so you can ask for Spanish, English or both, and approve the version you want. For example, “Now booking tax appointments: evenings and Saturdays” can go out in Spanish, English or both.
File the returns. We'll handle the posting.
