Get More Customers This Tax Season.
The Early Season Marketing Program brings bank product filers to your office, with proven ad campaigns, caller training, Tax Nitro software, and personalized help to put it all to work.
The Early Season Marketing Program
It's October: time to get set up and start training. Giveaway campaigns go live in November.
Here's How the Program Gets You Bank Product Customers.
A systemized approach to target and acquire bank product customers. Generate leads, book appointments, and file more returns.
We help you create an offer that gives people a reason to file with your office.
See how →Run Facebook and Instagram campaigns that put your offer in front of local filers.
See how →Tax Nitro collects your leads, sends automated messages, and shows your team who needs a call.
See how →A person focused on calling leads and helping book appointments. We give you hiring guidance, training, scripts, and a daily call plan.
See how →Your office files the returns. Tax Nitro helps you ask customers to refer friends.
See how →Real Offices.
Real New Customers.
"My results were amazing! I got 200 new customers. The Facebook ads have definitely helped."
"My year usually starts in February, let me tell you, I was busy in January! I got 70 new clients!"
"Our business increased by 40% by using your method. After tax season we had money to go travel!"
"I could tell you 100 customers easily came from what you did. You gave me 150% more than I paid for."
"We added a full month of revenue this tax season. We increased by 40% and doubled my clients this year!"
"I got roughly between 100 to 150 new customers through your marketing. I would recommend it to anyone."
Swipe for more results →
These are real Tax Nitro customers. Results will vary based on many variables, including your level of effort.
- 1Offer
- 2Ads
- 3Follow-Up
- 4Caller
- 5Referrals
Build an Offer Filers Want.
First, we help you create an offer that gives local filers a reason to choose your office. It has three parts.
- 1Your Bank Product OfferThe refund advance amount your bank product allows. It's the headline number that brings filers in, and eligible filers can also pay their prep fees from their refund.
- 2Your IncentiveAn extra reason to choose your office: cash, a raffle, a giveaway, or a Nitro Incentives travel or lifestyle reward.
- 3Your Referral OfferA reward your customers get after they file, for every friend or family member they send to your office.
Add a travel or lifestyle reward to your offer, branded with your office's name and logo, and give filers one more reason to choose you.
- Cruises, resort stays, condo stays, and smart devices
- Pairs with your bank product offer and referral reward
- Built into your offer on your Offer Setup call
Filers pay a small redemption fee, and terms and conditions apply.
- 1Offer
- 2Ads
- 3Follow-Up
- 4Caller
- 5Referrals
Your offer is ready. Now let's get people to see it.
Launch Proven Tax Office Ads.
We give you proven Facebook and Instagram ad campaigns. Customize them with your offer and launch them right from Tax Nitro.
Use holiday giveaways and promotions to collect leads before filing season begins.
📣 Attention [Your Location] Families!
🎄 [Your Office] is doing a Toy Giveaway this holiday season as a thank you to our community!
🎁 We're giving away toys to local families in need.
✅ Free to enter
✅ Quick and easy sign up
✅ Open to families in [Your Location]
👉 Tap [Sign Up] to enter your family today!
Run bank-product and incentive campaigns to reach people looking for a tax office during filing season.
💵 You work hard, so get the refund you deserve this tax season!
It's as easy as 1, 2, 3!
1. Just file your return with [Your Office]
2. Get up to [Your Bank Offer] within 24 hours!
3. Get a 4-Night Luxury Cruise
It's that easy!
Tap [Learn More] to get started now 👇
Starting midseason? You'll skip the pre-season campaigns, but you can still launch in-season ads, reconnect with past customers, and put Tax Nitro and your caller to work.
- Connect your ad account
- Choose a proven template
- Add your offer
- Launch
Included: proven ad copy, an ad image library with Canva templates, lead forms, an A.I. ad copy writer, targeting for storefront, hybrid, and virtual offices, and a 1-on-1 Ads Launch call.
Your office runs its own campaigns, with a guided 1-on-1 launch. You pay your ad spend directly to Meta, and ads are subject to Meta's review.
- 1Offer
- 2Ads
- 3Follow-Up
- 4Caller
- 5Referrals
Your ads are running. What happens when someone responds?
Capture & Follow Up With Leads.
Their information goes into Tax Nitro, where your office can see the lead, follow up, and help them book an appointment.
A New Lead Enters Tax Nitro.
When someone fills out your ad form, their information enters Tax Nitro. Your team can see new leads, appointments, and who needs follow-up.
Built-in tax office pipeline
Texts and Emails Go Out Automatically.
Tax Nitro helps you respond with texts, emails, reminders, and booking links, so your team doesn't have to write every message by hand.
Automated to save you time
Make It Easy to Book an Appointment.
People can book online, get appointment reminders, and fill out a tax intake form that adapts to their answers, dependents included, before they visit your office.
Phone, Zoom, or in-office
- 1Offer
- 2Ads
- 3Follow-Up
- 4Caller
- 5Referrals
When Tax Season Gets Busy, Who's Calling Your Leads?
You're preparing returns, helping customers, and running your office. But the leads coming in from your ads and other marketing still need someone to follow up.
Getting leads is only half the job. You still need to get people through the door.
We teach you how to put one person in charge of calling leads, helping book appointments, and following up with customers.
Everything Your Caller Needs.
From hiring to daily calls, we show you and your caller exactly what to do.
We Help You Find and Hire the Right Person.
We show you how to write your job post and where to find candidates. Then Tax Nitro gives you a built-in hiring funnel: an application with a short skill test, a hiring pipeline, and an interview calendar.
- Job post and hiring guidance
- A built-in hiring funnel with a skill test
- A hiring pipeline and interview calendar
- ✓Post the job
- ✓Applicants take a skill test
- ✓Sort them in your hiring pipeline
- ✓Book interviews on your calendar
- ✓Hire or assign your caller
We Train Your Caller to Book Appointments.
Your caller gets a dedicated 20+ lesson video course and ready-to-use scripts: what to say, how to sound confident, how to handle questions, and how to book the appointment.
- A 20+ lesson course built for tax offices
- Ready-to-use call scripts
- Handling questions and booking appointments
- ▶New Lead Follow Up
- ▶Using Tonality
- ▶Handling Objections
- ▶Booking Appointments
What Offices Say About the Scripts
"It was fairly obvious that it was from someone from the industry. You know what we have to say to them to get them in the door."
"The scripts came in handy, it was like our bible, we followed them and always had them in our hand while on the phone."
"The scripting helped our employees and receptionist a lot, and I didn't need to train them!"
"Having those scripts and having my team go through them... it was phenomenal. Now they don't need to improvise and can handle objections."
Swipe for more →
We Show Your Caller How to Use the System.
Your caller learns to work the Daily Call Order in Tax Nitro: who to call first, how to use the calling tools, and how to update each lead as they go.
- Know who to call first, every day
- Use the calling tools in Tax Nitro
- Keep every lead and appointment updated
We Show You How to Keep Your Caller on Track.
Tax Nitro gives you call reports and recordings, and our training shows you how to review them. Check in daily or weekly, whatever works for you.
- Track calls, connections, and appointments booked
- Spot leads that still need a call
- Listen to call recordings to help your caller improve
Your office hires or assigns and pays its own caller. Tax Nitro provides the hiring guidance, training, scripts, tools, and calling process.
Your Caller and Tax Nitro Work Together.
Automation handles the routine messages. Your caller handles the conversations. Some leads book online on their own.
- Text and email follow-up
- Booking links
- Appointment reminders
- Automated workflows you set up
- Personal conversations
- Calls new leads
- Confirms appointments
- Follows up on missed appointments and leads who need attention
Meet Your A.I. Receptionist.
When your office is busy or closed, it picks up: answering calls and messages, answering common questions, and booking appointments on your calendar.
- Answers calls, texts, and Facebook and Instagram messages
- Works around the clock, or just after hours
- Set up for you during onboarding
Works alongside your caller and doesn't make outbound calls. A.I. usage is billed by what you use.
- 1Offer
- 2Ads
- 3Follow-Up
- 4Caller
- 5Referrals
The return is filed. Now give customers a reason to send friends.
File Returns & Generate Referrals.
Your office files the return. Then every happy customer becomes a way to reach new ones.
A Referral Poster in Your Office Isn't a Referral Program.
We teach you how to build a referral offer that gets customers to send more than one person, with rewards and goals they can actually reach.
- Automatic referral texts and emails go out when you mark a return filed.
- Your caller follows up the day after they file, before the refund arrives.
- Google review requests help next season's filers trust you faster.
We Don't Hand You a Login and Wish You Luck.
We work with you to set up your marketing program through personalized 1-on-1 implementation calls, tax-specific training, and ongoing support.
Get your domain, business email, phone number, and texting registration connected.
Build your bank product, incentive, and referral offer, and set it up in Tax Nitro together.
Format and import your past customers so your reactivation campaign is ready.
Connect your ad account and launch your first campaigns with our team.
- The Battle Plan Workbook
- Goal Setting & Chunking
- The Season Timeline
- Creating Irresistible Offers
- The Offer Stack
- The Bank Product Offer
- Why Reactivation Runs First
- How Far Back To Go
- Format Your Data
- Don't Waste The Holidays
- Registration Is The Point
- Creating the Ad Graphic
- Handle Your Leads
- Selecting Your Template
- Location Targeting
- 5 Steps to Hiring a Caller
- The Hiring Funnel
- Script Library & Scheduling
Kickstart your tax business this season
ESM Battle Plan Plan it. Write it down. Get it done! PLANWRITEEXECUTE
On top of your 1-on-1 calls, you get the Tax Nitro video training platform and the ESM Battle Plan Workbook, so you always know your next step.
- Video training platformMore than 170 step-by-step lessons on the strategy, then exactly how to do it inside Tax Nitro. Watch any lesson whenever you need it.
- The ESM Battle Plan WorkbookA printable plan you fill in as you train: your season goal, offer, lists, call targets, and weekly pace.
- A dedicated caller courseYour caller gets their own 20+ lesson video course: call training, script training, and how to work leads inside Tax Nitro.
- Ongoing supportLive chat, email at team@taxnitro.com, and personalized video walkthroughs. Office hours Monday to Friday, 10 AM to 8 PM Eastern, with live chat outside those hours too.
Since 2018, we've been helping independent tax offices market themselves, so the guidance you get comes from people who know how your office actually runs. And we're not a tax office, so we're not disappearing into returns during the filing rush. We stay focused on you all season.
See How Few Customers It Takes.
Type in your average prep fee to see how many new customers it takes to make back your investment.
Could You Get 3 New Customers This Season?
Here's what other tax offices got.
"It did work truthfully better than I expected. I received between 40 and 50 new clients. If you are a bank product location this program is very good."
"Don't be like me! I should have done this two years ago. I hit one button and got 80 customers. It works for me, and it will work for you!"
"You know it works! It's worth the dollars. Every dollar you spend, you can count on making four times as much!"
Swipe for more →
One Enrollment. The Full Program.
Built for tax offices that serve bank product clients and are ready to put a proven marketing plan into action. You don't need marketing experience.
What happens after you enroll: you'll get an email with your Tax Nitro login and your onboarding steps, including how to schedule your first 1-on-1 call.
You're Buying a Program, Not Just a CRM.
Tax Nitro runs on HighLevel, so the software is only one part. The rest is the strategy, training, and help to put it to work for your office.
Questions Before You Enroll.
Still have a question? Email us at team@taxnitro.com.
- OctoberGet set up. Start training.
- NovemberGiveaway campaigns go live.
- DecemberSecond giveaway. Hire your caller.
- JanuaryPrior-year campaign and in-season ads.
- FebruaryFull swing. Referrals add up.
- MarchFile the stragglers. Keep the ads on.
- AprilFinish. Pull reports. Collect reviews.
Is Tax Nitro just GoHighLevel?
What do you do, and what do I do?
What should I budget beyond my plan?
Do you run the ads for me?
What if I've never run Facebook ads?
What if I only want Tax Nitro during tax season?
Am I too late to start this season?
What if I run a virtual tax office?
Get More Bank Product Clients This Season.
Get the offer, the ads, the follow-up, the caller training, and the 1-on-1 help to fill your office this tax season.
Start the ProgramStart before the rush. Your offer, caller, customer list, and campaigns need time to get ready.