Free client-growth worksheet
10 Practical Ways to Find Your First Tax Clients
A new practice needs a small channel mix it can work every week. This playbook replaces the old giant tactic list with ten current options, a four-week plan, and a clean tracking sheet.
Inside the workbook
A short tool for one decision.
- Ten channels built around introductions, local partners, useful pages, community teaching, honest reviews, and permission-based follow-up.
- A fit test for client, cost, time, consent, and service capacity.
- Weekly action and stop-rule fields for a four-week test.
- A simple funnel from action to inquiry, appointment, accepted work, completion, and collected fee.
How to use it
Pick three channels. Set one action and one measurement for each. Review results every week, including poor-fit inquiries, support time, refunds, and consent issues. Do not scale a channel until the practice can serve the resulting clients securely and accurately.
Commercial email, calls, text messages, reviews, endorsements, and referral payments can trigger federal and state rules. This workbook gives planning prompts, not a legal conclusion for a specific campaign.
Sources and review
- FTC: CAN-SPAM Act compliance guide
- FTC: Endorsements, influencers, and reviews
- FCC: Stop unwanted robocalls and texts
This educational workbook is not legal, tax, financial, or cybersecurity advice. Adapt it to your facts, jurisdiction, services, and current professional requirements.