- Home
- Industries
- Professional services
- Accountants and tax prep
Accountant and tax prep marketing that brings in clients all year, not just in April.
Sunward Marketing is a Miami agency that helps accountants, CPAs and tax preparers fill tax season and win bookkeeping and payroll clients the rest of the year. We run Google Ads, Google Business Profile and local SEO, websites, social media, and Facebook and Instagram ads set up under Meta's financial ad rules where they apply, in English and Spanish, across Miami-Dade, Broward and Palm Beach. Ads management is $1,500 to $4,000 a month plus ad spend from $600, month to month.
What do accountants and tax preparers tell us first?
A season that's too short, monthly work that's hard to sell, and clients who'd rather talk in Spanish. Here's what we do about each.
| What owners tell us | What we do about it |
|---|---|
| "From February to April I can't take more returns. In May the phone stops." | Ads ramp up in January, when W-2s and 1099s start arriving, and stay strong through the April deadline, with call ads paused on days your schedule is already full. In May they shift to extensions and late filers, then to bookkeeping, payroll and new business owners through summer and fall. In December we get your next season ready. |
| "Tax returns pay the bills. I want monthly bookkeeping clients." | Bookkeeping, payroll and small business accounting get their own campaigns and pages, aimed at owners searching "bookkeeper for small business" or "accountant for my LLC". You tell us which leads signed on monthly, so we see what a recurring client costs, not just a return, and the budget follows the work you want more of. |
| "Half the people who call me want to do it in Spanish." | Then your marketing should be in Spanish too. Our bilingual team writes Spanish ads and pages from scratch for searches like "preparación de impuestos cerca de mí" and "contador que hable español", with a Spanish line in the ads if someone on your team takes those calls. Whole families often come in together, so the pages speak to the household, not just one filer. |
What does Sunward run for an accounting or tax prep firm?
Five services, set up around the tax calendar and tied together by call tracking, so you can see which ones bring returns and which bring monthly clients.
Google Ads and Google Screened ads
Ads for "tax preparation near me", "CPA near me", "small business accountant" and "IRS letter help", with budgets that climb from January to April. Google Screened ads where Google offers them for tax and accounting in your area.
Google Business Profile and reviews
Your season hours, evenings and Saturdays if you offer them, every service listed, photos of your office and team, and a review request after every return, while the relief of being done is still fresh.
A page for every service
Personal and business returns, bookkeeping, payroll, IRS letters, and ITIN applications if you handle them, each with what to bring, how your pricing works and a way to book. The forms never ask for a Social Security number or tax documents.
Facebook and Instagram ads, in the right category
Some accounting and tax ads fall under Meta's special ad category for financial products and services, with no age, gender or ZIP code targeting. We set each campaign up in the right category and let clear messages do the sorting: "W-2s are out, book your appointment" or "Need a bookkeeper for your LLC?"
Social media and content
Short videos of you answering what clients ask every season: what to bring, when the deadline is, what an extension does and doesn't do, and how quarterly estimated taxes work for the self-employed. Filmed in person by our crew, in both languages.
How do people choose an accountant or tax preparer?
Most start with a referral or a deadline, look you up, compare a few offices and call the one they trust. Here's each step and what we set up for it.
A deadline, a form or a letter
W-2s arrive, a 1099 job wraps up, a new LLC needs its books set up, or an IRS letter lands in the mailbox. People search "tax preparer near me", "file back taxes" or "accountant for small business". We build a campaign for each starting point.
A friend gives them your name
Referrals still bring most clients, and every referral looks you up first. Your Google profile and site answer what they're checking: reviews, credentials, the languages you speak and how to book.
They compare a few offices
A CPA license or enrolled agent credential, years in practice, prices if you list them, and whether you're open evenings or Saturdays in season. Your pages show these up front.
They call or book
Tap-to-call, a booking link and a short form that asks only what they need help with. Call tracking shows which search or ad brought each one, and nothing sensitive goes into the form or the ad platforms.
You file, then ask
Once the return is done, a review request and a simple referral ask go out, so this season's clients bring you next season's.
Tax clients become monthly clients
Business owners who came in for a return see your bookkeeping and payroll offers in ads and posts during the year. You tell us who signed on, and once a month we report the cost per new client for each service.
The system we'd build for your firm.
These are Google Ads accounts our team ran in 2025 for other kinds of local businesses, not accounting firms. Accounting and tax prep is a lane we're opening now, and the same tracking-first system is what we'd set up for you, with every call and booking traced back to the search that brought it, in season and out.
Figures come from Google Ads and analytics accounts our team managed in 2025, with tracked conversion values. What a new client costs depends on the service, your area and your competition, and past results don't guarantee future ones. You'll get an honest estimate on the call. See the full ledger.
Tell us what you file and who you serve.
We're off the phones right now.
Chris will tell you in about five minutes what he'd run for a firm like yours and what it would cost. No pitch and no pressure.
We pick up again at 10 AM, Eastern time. Book a time that works for you and Chris will call you then.
Phones open Monday to Friday, 10 AM to 6 PM Eastern
What accountants and tax preparers ask us.
How much does marketing cost for an accountant or tax preparer?
Google and Meta ads management runs $1,500 to $4,000 a month, plus ad spend that starts at $600 a month and goes straight to Google or Meta. Social media starts at $1,800 a month, and a website is $1,500 to $7,000 one time. Ads and social are month to month, cancel with 30 days notice, with no hidden fees.
How fast will we get new clients?
Search ads can bring calls in the first weeks once tracking is live, which is why we like to launch before January, not in March. Climbing the map and ranking your site take months of steady work, so the best time to start on those is the off season. Nobody can honestly promise a number of new clients, and we won't.
When should a tax preparer start advertising?
Have everything ready in December. Searches climb in January, when W-2s and 1099s arrive, and stay high until the April deadline, so that's when the budget is highest. After April, ads move to extensions and late filers, then to bookkeeping, payroll and business clients for the rest of the year.
Can accountants advertise on Facebook and Instagram?
Yes. Some accounting and tax ads fall under Meta's special ad category for financial products and services, which means no targeting by age, gender or ZIP code. We put each campaign in the category it belongs in, and the message does the sorting: a bookkeeping ad speaks to business owners, a tax season ad speaks to families.
How do we get more bookkeeping and payroll clients?
Market them on their own, all year. They get separate campaigns, pages and budgets, aimed at owners searching for a bookkeeper or payroll help, and your tax clients who own businesses see those offers between seasons. We track monthly sign-ups apart from one-time returns, so you see what a recurring client costs.
Do you run tax prep ads in Spanish?
Yes. Our team is bilingual and writes Spanish ads and pages from scratch for searches like "preparación de impuestos" and "contador cerca de mí". Many Miami families would rather handle their taxes in Spanish, so Spanish campaigns usually run alongside the English ones all season.
Let's get tax season ready, and the months after it.
A free 15-minute call, by phone or video. We'll look at your services, your area and the offices you're up against, tell you what's realistic, and leave you with a plan, whether or not we work together.