Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

• “Tax Tip Tuesday” Reimagined
• Quarterly “Client Check-In” Campaigns
• Behind-the-Scenes / Personality Posts ETC.....

• Client Spotlights / Testimonials

• Referral Program with Personality

• Creative, Unexpected Social Series

• Ongoing Blog Series to Boost SEO

• Photo Shoot

“Tax Tip Tuesday” Reimagined

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

Now that tax day is over, shift this into:

“Finance Tip Friday” or “Money Moves Monday”
Offer bite-sized advice on budgeting, saving, avoiding audits, planning for retirement, or organizing receipts year-round. Keep it conversational and seasonal.

Quarterly “Client Check-In” Campaigns

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

Not every client needs you every week but a quarterly reminder says you care.
Send a friendly “How’s Business?” email each quarter, offering:

• A complimentary check-in call

• An invitation to submit questions

A helpful seasonal checklist
(e.g., “5 Mid-Year Tax Moves for Small Biz Owners”)

Behind-the-Scenes / Personality Posts ETC.....

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

Show off the real Carmine & Jesse
Now that tax season is over, give your audience:

• A “Life After April 15” photo series (beach chairs, pizza party, office jokes)
   

• Celebrations: client wins, new babies (👶), first holidays, birthdays, etc.
   

• Favorite books, local businesses they love, or team lunch spots

Client Spotlights / Testimonials

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

Use this quieter season to showcase your clients:

• Mini “Client of the Month” features (with their permission)

• Industry-specific success stories (retail, barbers, breweries, etc.)

Referral Program with Personality

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

Launch a fun referral program with a quirky name:

• "The B&G Buddy Bonus" or "Tag a Tax Friend"
   

• Offer a $50 discount on next year's return, or a gift card to a local business

Creative, Unexpected Social Series

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

Ideas to spark some fun:

• “Receipt Round-Up”: tips on organizing receipts using a shoebox, app, etc.
  “Write-Off or Rip-Off?”: a game-style post about what is
    (and isn’t) deductible

• “Ask Carmine” or “Just Jesse Things”: a funny Q&A series

• “Mythbusters: Tax Edition” – bust one misconception a month

Ongoing Blog Series to Boost SEO

Post-Tax Season Marketing Plan

“From Tax Time to All the Time: Stay Connected with Basso & Guida”

You’ve got a window now to build evergreen content:

• “Top Tax Questions We Get from New Clients”
   

• “What to Do After You File”
   

• “Why Bookkeeping Isn’t Just for Big Businesses”
   

• “Mid-Year Money Moves for Freelancers/Salon Owners/Etc.”