Marketing: Finding A Tax Professional Is Changing In 2024

Marketing: Finding A Tax Professionals Is Changing In 2024

For years, finding a tax professional with the requisite knowledge, skills and experience has remained the same. Ask a friend for a referral, look online to see who paid the most to appear in a top ad, spend time looking online and spend even more time looking through multiple links trying to find a tax professional with the specialty skills you need. Time and time again, taxpayers are unable to find a tax professional who has the best skills for the tax work that needs to be done.

For more than thirty years, we have been retained to find a tax professional for clients all over the world who want access to the most qualified tax professionals around the world. During this same time, we have been asked by the executives who have retained us to find a tax advisor who they can hire for their personal tax needs. This is why we have received inquiries like the following requests:

Example Case One

A U.S. Citizen wanted to purchase a MuzzBuzz Coffee Franchise in Australia for their son who moved there; however, they needed tax advice on how to structure the purchase of the franchise. We searched our tax  professional database and referred them to an Australian tax advisor.

Example Case Two

A Japanese Company CEO contacted a former Chapter President of a Colorado Enrolled Agent Association (He found the EA on our site) and asked if they would return his call. The Enrolled Agent was surprised and asked if the call was real. I told him to call the CEO who finally had a conversation with or EA member that he had a manufacturing facility in Colorado and needed tax advice. ( I do not know if he was hired but I do know the call was real).

Example Case Three

A CEO from Greece contacted TaxConnections and asked for a referral to a tax advisor in New York as he owned several large commercial buildings in New York City he was getting ready to sell and requested a referral to a tax advisor. (We referred him to a tax advisor in New York City who spoke Greek, Italian and English).

Example Case Four

A taxpayer from the U.K. contacted TaxConnections to ask us for a referral to a tax lawyer who could advise them on moving their pension from the UK to South Africa. (We referred them to a tax advisor in South Africa).

Example Case Four

A taxpayer from the U.S was moving their business from California to Florida and needed a tax advisor to guide them on what to do for tax strategy. (We referred a tax advisor to them ).

I could go one with hundreds of referral requests from TaxConnections to U.S. taxpayers needing help on tax audits. The Federal and State tax revenue authorities are very busy conducting audits on large corporations and small to medium size business owners.  The point is “Taxpayers are searching for an easier way to find a tax professional.” Taxpayers generally do not contact big tech sites to find a tax professional, nor do they spend time going through big firm sites or tax association sites to find tax expertise. Most taxpayers do not even know the names of these organizations, much less the people. Have you tried calling a firm to speak to someone and mostly receive a message but no real human beings. It is an exercise in endless calls that go nowhere. When taxpayers have a  tax problem, they want to speak to a real human tax professional on the phone they can confide in about tax matters.

TaxConnections is about bringing real human tax advisors directly to the taxpayers who need their advice. When individual tax advisors take responsibility for positioning their tax expertise on a tax centric site that has the site metrics:  https://www.taxconnections.com/site-metrics to prove they outperform the other sites, the tax advisors will increase their client base. Becoming a TaxConnections Member: https://www.taxconnections.com/membership/sign-up  is smart marketing; however, participating brings you to a whole new level. What I mean about participating is following the advice of the 18 emails that train new members over several weeks. We advise you that after you join, get your photo up, and send us your blogs or arrange for us to go to your site to collect the blog content you write for global distribution to our white- listed readers of tax blogs. If you do not have time to write, simply spend 5-10 minutes a week answering a tax question to attract new clients. These taxpayers are actively reaching out to speak to and find a tax advisor.

The advice I will give to anyone contemplating a TaxConnections Membership is to read this blog post about what is coming next because the big winners will be the Early Adopters:

https://www.taxconnections.com/taxblog/tax-advisors-why-it-is-smart-to-shift-your-marketing-strategy-now/

START  HERE: https://www.taxconnections.com/membership/sign-up

Want to bring in an entire firm on TaxConnections? Call 858.999.0063 for special deals.

 

 

TaxConnections is where to find leading tax experts and technology around the world. Discover tax professionals who offer you a wide range of tax expertise and be more informed about the technology that supports them in operating efficiently and successfully.

TaxConnections connects tax professionals with new tax clients and tax jobs around the world. Tax Professional Members establish higher visibility online so prospective clients and employers can find our members easily. Each members also receives a Virtual Tax Office which is the most valuable online real estate available today! TaxConnections makes a difference in your professional life.

We offer a Special Membership rate to tax professionals out of work.
https://www.taxconnections.com/special-membership

Kat Jennings, CEO
TaxConnections
858.999.0053
kat@taxconnections.com

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