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.
TaxWallet Newsroom
August 28, 2026

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.