CPA Firm Marketing That Gets Tax Clients — Without Wasting Budget on Guesswork

• Jun 09, 2025
• AFTW Marketing Team
• Online Marketing for CPAs

Let’s be honest. If you’re running a CPA firm, especially during tax season, marketing is probably the last thing you want to deal with. You’re buried in filings, juggling client questions, and chasing missing documents — not brainstorming how to optimize your website for SEO.

But here’s the reality: tax clients aren’t just going to walk in the door. And relying on referrals or one-time email blasts isn’t going to cut it anymore — especially when other firms are showing up ahead of you in Google and collecting leads you didn’t even know were out there.

We talk to accountants all the time who say things like:

• “I don’t even know if my website’s doing anything.”
• “I paid a marketing company, but I’m not seeing results.”
• “We get traffic... but not appointments.”

If that sounds familiar, you’re not alone — and it’s not your fault. Most CPA firms get bad advice from people who don’t understand how clients actually choose a tax professional.

That’s where we come in.

At Architechs for the Web, we specialize in marketing specifically for CPA firms and tax preparers. We don’t believe in cookie-cutter templates. We help you build client-getting systems — websites, search rankings, and campaigns designed to bring in people who are actively looking for what you offer.

And we do it in a way that respects your time, your expertise, and the trust you’ve built with your clients.

What Most CPA Marketing Misses Completely

You’ve probably seen the generic advice: “Post on social media,” “Run a Facebook ad,” “Get more backlinks.”

The problem? Those tactics often feel like random acts of marketing. They don’t form a system. Worse, they don’t focus on the only thing that really matters: getting qualified leads who actually want to hire a tax professional.

Most firms either:

• Rely on referrals, which dry up by early February
• Use generalist marketing agencies that don’t understand accounting

So they end up with a website that may look okay, but doesn't actually generate new business.

What's Working for Tax Client Acquisition in 2025

Here's what we see working right now — with our own clients and across the industry.

1. Targeting High-Intent Google Searches

People don't search for “best CPA firm” — they search for:

• “Tax preparer for Uber drivers”
• “Help filing S corp taxes”
• “Back taxes CPA near me”

These are buying signals. They’re not just browsing — they’re looking for someone to help now.

We optimize your site to show up for those searches — with local SEO, structured landing pages, and keyword targeting that’s specific to your services and location.

2. Showing Up in the Local “3-Pack” (or You’re Invisible)

Let’s say someone searches “CPA for small business taxes in [Your City].” What do they see first?

Three Google Business listings — not websites, not Yelp pages, not ads. Just three firms with:

• A strong review profile
• Local relevance
• Solid optimization

If you're not in that top 3, chances are you won’t get the click — even if your firm is the most qualified. That’s why we help CPA firms not only set up their Google Business Profiles properly, but also optimize them with keywords, services, photos, and local trust signals.

The goal? You get found before your competitors even enter the picture.

3. Creating Service-Specific Landing Pages

One of the biggest missed opportunities we see?

Generic CPA websites. Home, About, Services, Contact. Maybe a blog. That’s it.

But most people aren’t searching “CPA firm” — they’re searching for very specific things like:

• “Help with IRS letter”
• “File 1099 taxes”
• “Bookkeeping and payroll for small business”

So we build dedicated landing pages for each core service — written and designed to:

• Match the client’s search intent
• Show authority fast
• Offer clear next steps (like booking a call)

This is how you turn casual visitors into qualified leads.

4. Building a Website That Actually Converts

Here’s the truth: your website isn’t just your online business card. It’s your lead capture engine. If it’s not converting traffic into inquiries, it’s just window dressing.

We focus on conversion-first design:

• Pages that load in under 2 seconds (yes, speed matters)
• Clear CTAs and service breakdowns
• Testimonials from happy clients
• Trust signals like credentials, locations served, and certifications

Most importantly, we make sure your entire site is built to answer one question:

“Can this person help me with my problem, and how do I get started?”

Want the Bonus Package for CPA Firms?

To keep this article focused on strategy, we’ve put together a dedicated bonus page for firms ready to take action.

If you’re looking to:

• Attract more tax clients
• Get an SEO audit of your site
• Use our high-converting CPA landing page template
• And access our internal CPA referral network

Then don’t miss this opportunity.

Bonuses expire June 30 and are limited to the first 10 firms.

Click here to view the CPA bonus package and take the 2-minute survey »