Lead Generation For Tax Advisors

Tax advisors are financial experts who have advanced training and knowledge of tax accounting and tax law. Their job is to help their clients minimize taxes payable while still remaining compliant with the law, particularly in complicated financial situations.

Certified Public Accountants, tax attorneys, enrolled agents, and some financial advisors can become tax advisors. Although being a tax advisor is not an easy job, what’s really difficult for a lot of them is finding clients to work with in the first place.

It’s not easy to convince people that you could help them achieve their financial goals by assisting with their taxes. What you need is a solid lead generation strategy.

Marketing experts have already figured it out. And here we’re going to teach you the best ways to find more leads as a tax advisor.

How to Generate Leads for Tax Advisors

There are plenty of ways to generate leads online, especially today in this age of social media. But in order to get the best results, you have to combine them with networking and other traditional techniques.

As a tax advisor, a lot of your clients are going to come from networking—especially when you’re just starting out. You have to find a way to get your name out there, so start with your social circle. Maybe you know a few people who have their own businesses. Or you could look for mutual connections that are looking for a tax advisor.

These days, if you want to get ahead of your competition and secure more leads, you need to combine networking with a strong online presence. Your goal is to build brand awareness. To do this, you can try SEO or even an email marketing campaign. But out of all the techniques you can use to promote yourself, social media is one of the most reliable ones.


Before we dive into the different social media platforms you can use to generate accounting leads, let’s talk about referrals.

It’s easier to find new prospects and leads if you have plenty of connections. You can get tons of referrals from people who have worked with you and appreciate your hard work. This is another aspect of networking that you should try to do continuously. While you’re using paid marketing and social networking, you should also develop a solid referral system.

If you’re a new tax advisor, perhaps you don’t have a lot of satisfied customers yet. Start by networking with the people around you instead. Make sure your social circles are aware of the work you do. They could then tell the people they know about you. These introductions are valuable.

When someone they know needs tax advice, you will be the first one in mind. Referrals are a type of word of mouth marketing. Even today, it remains one of the most effective marketing tools in your arsenal.

Set up a simple referral program by offering promos, gift cards, movie tickets, and other small rewards in exchange for referrals.

Referral Partners for Tax Advisors

A referral partner is someone who recommends a company in exchange for something valuable. You can reimburse this business associate whenever a referral leads to a sale. In return, you can also give them referrals when you come across someone who doesn’t necessarily fit your target market.

Tax advisors can get referral partners from financial advisors, business coaches, consultants, life coaches, and other entrepreneurs.

If they have a significant client base and some of them can be sent your way, that’s a good referral partner for you. You can benefit from connections that otherwise wouldn’t convert into clients by referring them to your partner. This way, you can both generate leads for one another.

Facebook Ads & Organic Leads

Everyone is on Facebook—or at least that’s what it seems like. With over 3 billion users, Facebook is a social media giant. If you’re looking for leads, this is a good place to start. In fact, entrepreneurs who are not promoting themselves on Facebook are missing out.

You can either go the organic route and spread brand awareness through content, or you can set up Facebook ads to achieve your business objectives.

The organic route is great because you can post a lot of different content on Facebook and still have them be successful. But Facebook ads are a great way to complement your organic efforts because then more people would be exposed to your brand.

There are many different ad formats available on Facebook including pictures, slideshows, videos, canvas, link ads, lead ads, and dynamic ads. Either way, you can generate a lot of leads on this social platform.

Instagram Ads & Organic Leads

The same can be said for Instagram. Although it’s not as big as Facebook, Instagram has a significant user base of over 1 billion users. It is the biggest photo sharing platform in the world. A lot of tax advisors and financial advisors are advertising themselves on Instagram because it is full of entrepreneurs who are busy promoting their own brands on the platform. Instagram doesn’t just cater to a younger audience: it has a significant number of adult users as well.

Anyone who works professionally is a potential client for you. And if your target audience is on Instagram, you can reach them with aesthetically pleasing images or with eye-catching Instagram ads.

Instagram is perfect for brand building and showing leads what kind of tax advisor you are. If you want to go the paid ads route, you can turn your Instagram posts into beautiful Instagram ads to attract a larger audience.

TikTok Ads & Organic Leads

TikTok might not immediately come to mind if you’re looking for leads as a tax advisor, but it actually has a ton of potential if you can use it right. Some professionals may think that TikTok is just full of silly videos, memes, trends, and dance challenges, but a lot of users are actually innovating on TikTok and posting educational content. What’s even more surprising is that these educational posts are getting a lot of views and engagement.

TikTok is an opportunity to present facts in an entertaining way. If you can educate your audience about tax laws and other complicated tax-related topics, you will attract a large audience. That’s how you generate leads organically on TikTok. And the fact that it has over 1 billion users is nothing to scoff at.

If you want to use TikTok ads, they have hashtag challenge ads, native in-feed ads, and brand ads. However, the advertising side of TikTok is still in its early stages, so you will probably get more out of the organic approach.

Just take some time to learn how to make educational TikTok videos and how to optimize your content before posting here so you can get the most views.

YouTube Ads & Organic Leads

Just like TikTok, there’s another popular social platform that uses videos to promote brands, and that’s the biggest video sharing site online: YouTube. YouTube has over 2 billion users around the world. But what some people may not know is that YouTube also acts as a search engine. In fact, it is the second largest search engine in the world, surpassed only by Google itself.

So if you want to promote yourself as a tax advisor on YouTube, you need to optimize your content the same way you optimize on other search engines: you need to use search engine optimization or SEO.

Use relevant keywords in your title, your description, and the tags so that your target audience have a bigger chance of finding your content online. Remember that there are a lot of videos out there, so the competition is tough. It’s hard to stand out.

Aside from using SEO to optimize your content, your videos themselves need to be educational, informative, and at least a bit entertaining. That’s how you attract an audience and establish yourself as a leader in your industry.

You can boost your organic strategy with a paid ad campaign. With YouTube ads, you can turn your videos into ads to maximize its visibility and engagement. YouTube ads are known for bringing massive results.

Google Ads & Organic Leads

Generating leads on Google can take a long time if you’re doing it organically. SEO in general does not produce results right away because virtually everyone is doing it. All your competitors are vying for that top spot in Google search results so they are using keyword optimization the same way you are.

But once you do get a higher ranking in search results, that’s when you start getting tons of traffic and leads. You can then start communicating with these leads, building relationships, and potentially converting them into clients.

While you’re waiting for SEO to do its thing, you can use Google Adwords to promote yourself as a tax advisor on the world’s largest search engine. Google has over 4 billion users, so getting paid ads on this platform is not a bad idea.

This is a pay-per-click ad platform that lets you display your ads on Google’s search results page.

The amount you pay for depends on the keywords you want to target. Popular keywords will cost more. However, you only have to pay when a visitor clicks on your ad. It works a lot like an auction where you bid for keywords, but you don’t have to be the highest bidder in order to win.

LinkedIn Ads & Organic Leads

As a tax advisor who is trying to promote their brand online, LinkedIn is arguably the best social media for lead generation. That’s because it has over 756 million users, all of which are professionals, business owners, CEOs, marketers, recruiters, and decision makers from every single industry. It’s like one giant networking event. These are the people you want to target with your lead generation.

To promote yourself on LinkedIn, make sure you optimize your profile and publish valuable content so you will be seen as a thought leader.

It even has a great advertising platform. Setting up a LinkedIn ad is simple. You create a Campaign Manager account, select your objective (whether it’s clicks or impressions), set your targeting criteria, choose an ad format, set your budget and schedule, and then launch your campaign. You can then measure its performance using analytics.

But perhaps the best part of promoting yourself on LinkedIn is that you can automate it with the use of proper automation tools.

LinkedIn Automation for Outreach

Although you can generate tons of highly qualified leads on LinkedIn, the problem with this social network (and every other social network) is that it can be time-consuming to reach your targets.

If you’ve ever tried manual prospecting, you should know what we’re talking about. On LinkedIn, you can’t message people you’re not connected with. And so you have to send them a connection request and hope they connect with you.

But the good news is you can use high quality LinkedIn automation tools to automate your outreach and focus on more important tasks like working with your existing clients and building relationships with leads. That’s why you need to get Kennected.

Why Kennected is the Ultimate Blue Ocean Fishing Tool for Prospecting & Generating Leads

LinkedIn automation can help you save time and energy. But the key to proper automation is choosing the right automation tool. Your automation tool should not spam other LinkedIn users with unsolicited messages, or else your account might get restricted or suspended. That’s what we call getting into LinkedIn Jail.

Even though Kennected sends your messages automatically, it doesn’t send them in bulk. It limits the number of messages sent per day so you can keep your account safe even while generating leads on autopilot.

That’s the power of Kennected. You can generate a stream of tax leads, connections, meetings, and appointments—all on autopilot. Imagine sending a message to everyone in your defined geographic area that has a LinkedIn account. And you can do so with zero dollars in ad spend.

Kennected only automates the tasks that are repetitive and mundane. This makes it the safest, most effective automation tool out there.

Another important part of LinkedIn automation is personalization. If you don’t personalize your messages, you’re going to look like a spammer. People are going to ignore you or report you. So Kennected helps you personalize your messages so you are more likely to receive responses.

It also sends a certain amount of personalized follow-up messages in case someone forgets to respond. Imagine being able to send a message to everyone in your defined geographic area that has a LinkedIn account. Once they reply, you get notified, and you can start building that relationship. No need to sit there and wait for people to respond. You can just do other things and enjoy your continuous stream of leads.

Book a demo with Kennected today to learn more about generating leads using LinkedIn automation.

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