Tax time is a great time for marketing and a simple tax organizer is the perfect tool. This tax organizer is only 4 pages and is a marketing tool, not an information collection piece. The key here is numbers, get this organizer out to as many people as possible.
Some ideas for the organizer include:
- Mailing to new homeowners
- Sending along with a client’s traditional organizer and asking them to share with anyone who might need some assistance organizing their taxes
- Inserting in local papers
- Sending in bulk to business clients (and prospective clients) for their employees
- Add it to your website for download
Download the 2020 Tax Organizer and customize accordingly.
We use www.wigtonline.com to print our tax organizer and I know Eva would be delighted to help 2020 Members. The organizer has been created in Microsoft Word and is easy to customize.
Download the tax organizer from the Resource Center. You must be a regular member to access the Resource Center. Register for free regular membership at www.2020groupusa.com/register
