Create a custom digital marketing plan that drives new business to your tax office

Taxpayers discover your business through various online channels such as paid search, organic search, social media, email marketing, and more. Optimizing your presence on these digital touchpoints is crucial so you generate new business and increase your authority in the market. Our digital marketing strategy and consultation empowers tax offices and accountants across the country to maximize growth via demonstrated digital techniques. 

Whether you’re looking to draw new prospects, increase engagement with existing clients or take on competitors, our team at 1040 Marketing can help.

We specialize in diverse facets of digital marketing, including search engine optimization (SEO), email marketing, paid ads, retargeting ads, social media, and website design. Partner with a tried and tested team to increase visibility, track key performance indicators, and maximize tax office marketing ROI.

Why a tax office digital marketing consultant?

Most tax offices lack the budget or in-house expertise to run a well-oiled (full-scale) digital marketing operation. Consulting a seasoned tax office marketer enables you to unlock crucial benefits. 

  • Create an effective digital marketing strategy – create a detailed, actionable digital marketing strategy to take your tax office to the next level. Our team conducts an in-depth analysis of your target audience and current position and comes up with a game plan to maximize your competitiveness and reach set goals and milestones.
  • Bring innovative ideas to your online marketing – keeping up with the latest internet marketing trends can be challenging for tax preparers and accountants. Trusting this aspect of your growth to a seasoned marketing consultant can be a great way to integrate cutting-edge ideas that will help take your business to the next level on the growth ladder.
  • Increase sales and generate more leads – generate inquiries from taxpayers and convert leads with results-driven marketing strategies. We leverage marketing techniques with the best ROI, including search engine optimization. Social media ads Google Advertising, and more. Get the maximum bang out of each buck you inject into your marketing.
  • Drive growth across channels – prioritize the right channels to get the maximum yield out of your marketing efforts. Our team has the technical expertise to deploy consistent digital marketing campaigns that get results across multiple channels. Go where taxpayers spend time online and drive growth from the ground up.
  • Track performance indicators and measure ROI – monitoring and analytics are key aspects of a well-laid-out digital marketing strategy. Create an efficient system for measuring and reporting on the performance of your tax office marketing. Maximize activities that are yielding results so you can maximize your marketing ROI.

Deploy a master plan for lasting growth

Countless tax offices have translated their traditional marketing methods into a digital setting. One of the best things about digital marketing is that it allows you to target a precise audience and offers virtually limitless tracking capabilities. Working with an experienced team allows you to prioritize the right channels and get maximum return on every dollar you spend on marketing. Our team takes charge of the entire 360-degree view of your digital marketing, including research, approach, action plan, and performance planning. Join hundreds of tax preparers and accounting businesses that have leveraged our expertise to institute lasting growth.

Inside our 1-hour strategic consultation

Our 1-hour strategic consultation is a comprehensive process that looks at your tax preparation business from a holistic perspective.

Business Questionnaire

We’ll have you answer a short survey to give us more insights into your tax preparation or accounting business. Tell us more about your company and let us know what you’ve been doing with your digital marketing.

Diagnostic program

Based on the precise information you provided in the questionnaire, we’ll diagnose your digital marketing and examine areas that need to be improved. We’ll also evaluate your digital presence across channels.

Customer Journey

We’ll have a one on one to create a customer journey roadmap that reflects your growth objectives. Our goal is to help you increase authority, maximize marketing ROI, and generate more inquiries from qualified prospects.

Schedule your FREE call today!

Complete the form below to tell us more and schedule a team to speak with a tax office marketing specialist.

Note: This might be the most valuable hour you spend all year - get the insights you need to solve marketing challenges and secure the future of your tax preparation or accounting company.

Preferred Language
Check the box if your website could do any of the following. / Marque la casilla si su sitio web puede hacer cualquiera de las siguientes acciones.
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About Us

7+ years of Digital Marketing experience.


Designed and created landing pages and automations that have generated millions of dollars in revenue.

Paid Ads

Managed $500,000+ on Facebook and Google Ads.

Tax Appointments

Over 4,000 booked tax appointments this past tax season.

We’re a lean, mean, results-driven company — 

with the singular focus of delivering the absolute best results in our market and for our clients.

1040 Marketing is not your average “agency” which just gives you “leads”… We’re your one-stop shop for growing your business’s online presence & gaining market share — in an already competitive space. 

Proud Partners