The Gazette1 min read

The Off-Season Is Your Secret Weapon: Marketing Before January

The best tax offices don't start marketing in January — they start now. Here's a practical off-season plan to fill your schedule before the season even opens.

T

TaxWallet Newsroom

August 28, 2026

The Off-Season Is Your Secret Weapon: Marketing Before January

Slow season, smart moves

The months before the rush are when you build the pipeline that carries your season. A little consistent effort now beats a frantic January.

Re-engage last year's clients

  • Send a friendly check-in to every prior client — a text or email, not a hard sell.
  • Remind them about quarterly estimates, extensions coming due, and life changes (marriage, a new baby, a home purchase) that affect next year's return.
  • Offer an early-bird booking incentive for clients who schedule before the season opens.

Turn clients into referrals

Your happiest clients are your best marketers. A simple referral offer — a discount or a small thank-you for every new client they send — compounds fast.

Get found online

  • Claim and update your Google Business Profile.
  • Ask satisfied clients for reviews (the off-season is a great time to ask).
  • Keep your website and hours current.

Use the tools you already pay for

Two-way SMS, appointment booking, and winback lists are built into your dashboard. A single afternoon working a winback list can book weeks of appointments.

Offices that market in the off-season walk into January with a full calendar. Start now.

20% off your first season

New offices — enter the code at signup. Stacks with the full platform and pays for itself the first week.

Follow the build

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