The short version
- A tax office has 3 busy months and 9 quiet ones. Posts in the quiet months keep clients from forgetting you.
- Checklists and "what to bring" posts are the most saved. They save your phone from the same 10 questions.
- Never promise a refund size or a savings amount, and keep personal advice out of comments.
- Check your professional rules and your state's requirements for advertising a tax practice.
Most clients think of you in March and forget you by May. A Facebook Page that keeps showing up between filing seasons gets you remembered, which helps when they need a reply about a letter in October. These tax preparer social media post ideas cover the whole year.
Each idea teaches a habit or answers a common question. None promises a refund or tells a stranger what to claim. Accountants run into the same line, so see our financial advisor post ideas for how a related field handles it.
What tax preparer social media post ideas should do
- Gives a client 1 thing to gather, check or ask.
- Names a real preparer, not only the office.
- Says "call us" for any question about someone's return.
- Leaves out refund amounts and what anyone can claim.
Checklists and what to bring
The document shoebox
Start a folder now. Drop in every tax form that arrives in the mail, your ID and last year's return. Come to your appointment with it instead of a shoebox. We'll send you our full checklist if you ask.
Photo: A folder with tax forms sticking out, details blurred.
Moving, marrying or having a baby?
Big life change this year? Tell us at your appointment. Moves, weddings, new babies and new jobs can all change how a return is prepared. We'll ask the right questions.
Photo: A stack of moving boxes next to a laptop.
Side business paperwork
Selling things on weekends or driving for a service? Keep a simple record of what comes in and what you spend. It makes your appointment shorter. Ask us for the template.
Photo: A notebook with columns drawn by hand.
Appointment reminder
Appointments for [month] are filling up. Call [phone] or message us to book, and we'll tell you what to bring.
Photo: A calendar with a few slots circled.
Scam warnings and what to do with a letter
Scam posts get shared by clients who worry about their parents. Mortgage and insurance offices post the same kind of reminders, as seen in mortgage broker post ideas.
Tax agencies don't text
A text or call claiming you owe money and demanding payment today should make you suspicious. Don't click or give information. If you're not sure, hang up and call us.
Photo: A phone with a suspicious message, number covered.
Got a notice?
Got a letter from a tax agency? Don't panic, and don't ignore it. Read it, note the date and bring it to us. Many notices have simple answers.
Photo: An envelope with a window, address hidden.
Fake preparers
Be careful with anyone who prepares returns for a cut of the refund or won't sign it. A real preparer signs the return and gives you a copy. Ask who's responsible before you hand over anything.
Photo: A preparer's signature line, name hidden.
Safe ways to send documents
Please don't email us your Social Security number or a photo of your ID. Use our secure upload at [link] or drop paperwork at our office.
Photo: A locked drop box at the office door.
Small business and year-round reminders
Quarter-end check-in
A quarter ended. Take 20 minutes to look at your books: are your receipts sorted, are your payments recorded, and is anything missing? Tell us if you'd like help.
Photo: A laptop open to a spreadsheet, numbers blurred.
Keep your receipts
Snap a photo of each receipt the day you get it. It beats digging through a glovebox in March. Not sure what to keep? Ask us at your next visit.
Photo: A phone photographing a receipt on a desk.
Extension isn't extra time to pay
An extension can give you more time to file, but it usually doesn't give you more time to pay. Talk to us before the deadline, not after.
Photo: A calendar with a deadline circled.
Mid-year tune-up
Summer is a quiet time at our office, which makes it a good time for a mid-year check-in. Book a short call and we'll look at what's changed.
Photo: The office door open to a summer afternoon.
Behind the counter in season and out
Meet your preparer
This is [name], who has prepared returns in [town] for [number] years. [He/She] still reads the instructions twice. Say hello at your next appointment. [Credential].
Photo: The preparer at their desk, calculator in view.
Season hours
From [date] to [date] we're open [days], [hours]. After that we're back to [normal hours]. Walk-ins welcome while chairs are open.
Photo: The office sign with new hours.
Coffee for the line
Busy days at the office. Thanks to everyone who waited patiently. Coffee's on us this week.
Photo: A coffee pot and paper cups in the waiting room.
Thank you for referrals
We grow because clients tell their friends. Thank you. If someone you know needs help, send them our way: [phone].
Photo: A handwritten thank-you card.
A plan for the busy and quiet months
Quiet months are where a page earns its keep. Slow season marketing ideas has more for the weeks between filings, and a weekly posting schedule keeps the rhythm.
2 or 3 posts a week
- MonChecklist or reminderWhat to bring, gather or check.
- WedScam or letter tipOne warning, one next step.
- FriOffice postHours, a person or a thank-you.
What not to post in tax season
Do
- Post the checklist before the rush.
- Show your hours and how to reach you.
- Send questions about returns to a private message.
- Use plain words for deadlines and rules.
Don't
- Promise refunds or a size of savings.
- Post a client's name, return or story.
- Tell one person what to claim in a public comment.
- Share a screenshot of a form with details visible.