AI Web Maker90-day online marketing plan
Clearfile Tax Services
Clearfile Tax Services will fill its appointment diary by being found by worried filers on Google, by keeping last season's clients coming back and by answering the searches people make on the day a letter arrives.
More calls and enquiries · Under 100 US dollars a month
Your three priorities
Build a website that gives each type of return its own page, plus one for letters from the tax office, each with a phone number and an appointment request, so a nervous filer is one tap from a booking.
Keep the clients you already have, because returns come round every year: ask each one to book their next appointment before they leave and send a reminder with a document checklist.
Make friends with the people who meet filers before you do, from bookkeepers and mortgage advisers to the staff of a local advice centre, and tell them exactly which returns you take on.
What your customers search for
| Search on Google | Searches a month |
|---|---|
| “tax preparation near me” | not measured |
| “tax return help” | not measured |
| “self employed tax return” | not measured |
| “small business tax return” | not measured |
| “tax return preparation service” | not measured |
| “side hustle tax return” | not measured |
| “tax letter help” | not measured |
| “late tax return help” | not measured |
Searches a month in United States, from Google's own search suggestions, shown as a range.
Your customers
Newly self-employed people, gig workers and side hustlers
What they need: A return built from messy records by someone who explains which papers matter without making them feel foolish.
Where they look: Phone searches, local Facebook groups and a nudge from a bookkeeper or a friend who works for themselves.
Employees with a second income, a rented room or a life change
What they need: A clear checklist, a patient appointment and a return explained line by line before it is filed.
Where they look: Searches for tax preparation near me, recommendations from neighbours and word of mouth at work.
Anyone holding a letter from the tax office
What they need: Someone calm to read it, say what it asks for and help them answer it using their own paperwork.
Where they look: Urgent searches on the day the letter arrives, and recommendations from people who have been through the same.
Your channels, in order
Website and Google search Medium effort · Low cost
A worried filer searches for the exact problem, so a page for each type of return and one for tax letters lets them land on an answer rather than a guess.
- Write a page each for personal returns, self-employed returns, small business returns and tax letter help, titled with the phrases above.
- Add a What to bring to your appointment checklist for each type of client.
- Put your phone number, opening hours and an appointment request form where nobody has to scroll for them.
Google Business Profile Low effort · Free
People searching for tax preparation near me see your hours, your reviews and a call button before they read anything else.
- Choose a tax preparation category and list each type of return as a service.
- Show the longer opening hours you work in busy weeks, and change them back afterwards.
- Ask satisfied clients for reviews about how clearly you explained things, never about the size of a refund.
Email and text reminders Low effort · Free
Returns repeat every year, so the cheapest new appointment is the one booked by a client who has already used you.
- Ask at every appointment for permission to send a reminder next season.
- Send the reminder with a short checklist of the documents that client usually needs.
- Follow each filing with a short note saying you are there if a letter arrives.
Local partners and printed notices Medium effort · Low cost
Bookkeepers, mortgage advisers, advice centres and libraries meet filers before they find you, and a card on a counter reaches people who never search.
- Introduce yourself to bookkeepers and mortgage advisers and explain which returns you take on.
- Leave small stacks of cards at libraries, community centres and market stalls, with your phone number and the words tax return help.
- Run a short evening talk for a local group of freelancers or small landlords.
Facebook Medium effort · Low cost
A neighbourhood group is the first place a nervous filer asks around, and a page gives the recommendation somewhere to point.
- Create a Facebook business page showing your area, your opening hours and a message button for appointment questions.
- Share a plain checklist or a short answer to one common question each week, keeping individual cases out of public comments.
- Reply to requests for a preparer in local groups, but only where the group rules allow it.
What your website needs
- A home page that names the returns you prepare, shows your hours and puts the appointment request above everything else.
- A tax return help page for employees and families, with a clear list of the documents to bring.
- A self employed tax return page for gig workers, freelancers and side hustlers, covering which records help.
- A small business tax return page for sole traders and owners of small companies.
- A tax letter help page that says what happens once someone sends you the letter.
- A privacy page explaining how documents reach you and who sees them.
- A fees page that explains how you charge, by method rather than by figures.
Your 90 days
Month 1: Get ready
- Publish the website with one page for each type of return, one for tax letters and the appointment form.
- Complete the Google Business Profile with your categories, your services and the hours you work through busy weeks.
- Write the document checklists for each type of client and add them to the site.
- With each client's permission, note an email address and mobile number for next season's reminder.
- Print cards with your phone number and the words tax return help.
Month 2: Reach out
- Create the Facebook page and post a checklist or a plain answer each week.
- Visit local bookkeepers and advisers, and an advice centre, with your cards and a one-page list of what you take on.
- Ask last season's clients for Google reviews about how clearly you explained things.
- Send the reminder email with each client's checklist, and book appointments straight from the replies.
Month 3: Fill the diary
- Put a small Facebook advert in front of people in your area in the weeks before your filing deadline, with a button to request an appointment.
- Extend your opening hours for the busy weeks and show them on Google and on the website.
- Answer every enquiry the same day, even if only to say when you will call.
- Note where each appointment came from and spend your time on the sources that brought the most.
- After each filing, thank the client and invite them to book next season.
Content ideas
- What to bring to your tax appointment: a one-page checklistWebsite
- What to gather if you have started working for yourselfWebsite
- You have received a letter from the tax office: what happens nextWebsite
- A weekly plain answer to one common question about recordsFacebook
- What a tax preparer does, and what we leave to advisersFacebook
- Our longer opening hours through the busy weeksGoogle Business Profile
- Your checklist for next season, sent as a reminderEmail
- How we check a return line by line before it is filedFacebook
Your budget
The numbers to watch
Appointment requests a week
Count the calls, forms and messages that ask for an appointment.
Returning clients
Note how many clients from last season book again, and how many replied to the reminder.
Enquiries about letters
Count the people who contact you with a letter or a late return, to see whether those pages reach them.
Referrals by partner
Ask each new client who sent them and note it against the partner's name.
Reviews that mention clear explanations
Read new Google reviews and note how many praise the explaining, which is what you want to be known for.
How AI Web Maker runs this plan
Your website is where every channel sends people. On AI Web Maker it comes with the tools that do the work of this plan every week:
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so your pages climb on Google for the searches in this plan.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
AI Social Media Marketer. Writes and posts to Facebook, Instagram and more on a schedule, sending people to your site.
AI Chatbot. Answers your visitors day and night from your own information, and takes the details of people who want to talk.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI Marketing Outreach. Finds businesses that need what you offer and drafts a personal email to each, sent from your own domain.