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Building Your Online Professional Summary

Your success in the tax profession will start with your Professional Summary in your online profile. This is someone’s first glimpse into the heart of your tax knowledge and expertise. Without building a strong online personal branding and marketing strategy, you are invisible to the world!


In Silicon Valley, entrepreneurs depend heavily on their elevator pitch or sales pitch for promotion. An elevator pitch is a catchy and upbeat way to describe what you do; it is a tightly focused mini sales pitch that motivates people to take an interest in what you do. It is called an elevator pitch because it lasts about as long as you would be in an elevator with someone. The problem is most people do not put much effort into this pitch. The effort you put into building your online Professional Summary (elevator pitch) benefits you by attracting more business opportunities. A great pitch keeps prospective clients and new business relationships moving closer to you! A great elevator pitch centers around these questions:


  • 1. What is the pain or problem your tax service/expertise addresses?
  • 2. What tax problems have you solved?
  • 3. What kind of proof do you have of success?.

  • The message must be strong and unique enough to get people to pay attention to your tax expertise. The primary goal is to motivate people to take action towards you. Give yourself a clear professional advantage by taking the time to review your current Professional Summary and build the best possible tax reputation marketing strategy for yourself online.

    Here is an Example Template To Assist You In Building A Professional Summary:

    Hello [Taxpayers/Prospective Clients/Prospective Employers]! My name is XXXXXXX and I am a (Tax Title) with ( years of experience) in ( three areas of tax expertise). (Now tell them what your tax expertise will do for them, what benefits do you bring to the table).(Now give them examples of work you have done that have produced great results for your client or company). My purpose is to( save you time and money on your tax return, protect you on tax audits, represent you professionally, etc.) Contact me and I will send you( give them a reason to contact you for free, this is called a lead magnet, give them a copy of a publication or report or list of projects or a tax planner which you can upload into your TaxConnections Tax Library.



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