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.