Tax Marketing Case Study

The Situation

Community Tax Services provides tax preparation, payroll, and bookkeeping services in Spanish and English in the Everett, Washington area. They called PostcardMania to help them get the word out and find new clients in anticipation of tax season.

The Solution

The marketing experts at PostcardMania helped Community Tax Services design a revenue-generating postcard that includes:

• Text in Spanish because many of the tax preparer’s clients are Hispanic.
• A $25 discount using the postcard, creating an incentive for the recipient to use their services.
• A clear call to action in order to direct the recipient to get in touch.

They shipped 1,250, 4.25” x 6” postcards, once per month, from January through April to Hispanics in two separate zip codes.

The Results

Community Tax Services had a great response to their postcard marketing campaign! They received 50-60 responses and converted over 20 of those into new clients, generating and estimated $5,000 in revenue! This tax preparation firm saw a 220% return on investment – all thanks to postcards!

Interested in doing a similar campaign for your business? Call us and we will get you connected with a marketing consultant who has experience creating campaigns for other accounting and tax services!