Tax Preparation Flyers

For tax preparation flyers, a 4.25x5.5 inch mini card on 80lb matte text stock is ideal. The matte finish conveys professionalism and trust, unlike glossy refund-advance competitors. This size fits easily in wallets or on bulletin boards, and the 80lb weight ensures durability through January and February distribution.

Order at least 5,000 flyers to cover multiple distribution channels. Use 2,000 for direct mail to past clients, 1,500 for local business partner stacks (HR offices, payroll services), 1,000 for community boards, and 500 for in-office handouts. This quantity ensures you can replenish stacks through mid-February without reordering.

Distribute flyers in early January, before W-2s arrive. Place stacks at HR offices during open enrollment spillover and at library community boards by January 10. This timing catches clients when tax anxiety is low and appointments are available. Avoid April distribution when you are already booked solid.

Include a document checklist on the front (8-10 common items like W-2s, 1099s, and mortgage interest) and a QR code on the back linking to your appointment booking page. Add a flat-rate fee starting point, such as $150 for simple returns, to attract price-conscious clients. Keep text scannable and avoid clutter.

Yes, if your area has a significant Spanish-speaking population, print a separate run of 500 flyers with Spanish checklist and contact info. Use the same 4.25x5.5 matte card format. Place these at community centers and bilingual payroll partners. This can increase appointments by up to 20% in diverse markets.

It is better to create two versions: one for individual returns (focused on W-2s and deductions) and one for small business (highlighting 1099s, LLC filings, and payroll). Use the same 4.25x5.5 template but swap the checklist. Distribute business flyers to payroll partners and individual flyers to libraries and HR offices.

Yes, include your PTIN (Preparer Tax Identification Number) on the flyer to build credibility. Place it in the footer along with your CPA or EA designation. This signals professionalism and helps clients verify your credentials. For example: 'John Doe, EA, PTIN P12345678.' It also differentiates you from unenrolled preparers.

Use unique QR codes or dedicated phone numbers for each channel. For example, assign a QR code ending in 'HR' for payroll partner stacks and 'LIB' for library boards. Log the source at intake. After February, analyze which channels produced the most leads and cut underperforming stacks. This data helps you allocate next year's budget. Many shops start near 5,000 pieces at 4.25x5.5.