How to Prospect Tax Service Leads Using Facebook

Happy Tax Tax Industry

Facebook is an invaluable tool for attracting new tax service leads. With 1.4 billion monthly users, your customer base probably uses this social media network. So if you’re looking to grow your tax service business, consider the following Facebook prospecting tips.

Identify Your Target Market

To whom are you trying to reach with your tax service? Before you begin a successful Facebook marketing campaign, you must first answer this question. If you provide tax services primarily for small business owners, for instance, your target audience is small business owners. With this information in hand, you can focus your Facebook marketing efforts on prospects who are most likely to buy your services.

Create a Facebook Page

You’ll need a Facebook Page, not a profile, to promote your tax service. Unlike profiles, Facebook allows business owners to advertise their commercial products and services on Pages.

Follow these steps to create a Facebook Page for your tax business:

  1. Log into your Facebook account (personal profile)
  2. Visit
  3. Select “Local Business or Place”
  4. Choose “Professional Service” from the sub-category drop-down menu
  5. Enter your business’s name, address and contact information
  6. Click “Get Started”
  7. Follow the on-screen setup instructions and you’re done/

Content, Content, Content!

After creating your Page, publish high-quality content to attract prospects and generate new tax service leads. Assuming your target audience is small business owners, you could post information about running a small business, common bookkeeping mistakes made by SMBs, how to make estimated quarterly tax payments, etc.

Preferred Page Audience

Just because you make a post on Facebook, however, doesn’t necessarily mean that your followers will see it. Facebook has an algorithm to determine who sees what posts. You can encourage greater visibility, however, by setting your preferred Page audience. Simply log into your Page > click “Settings” > Preferred Page Audience > Set Preferred Page Audience.

Facebook Ads

Of course, you can also use Facebook’s paid advertising service to prospect new tax service leads. With Facebook Ads, you can reach a MUCH larger audience on the world’s leading social media network, paying only when a qualified user clicks your ad.

These are just a few ways to prospect tax service leads using Facebook. Feel free to experiment with other prospecting techniques that aren’t listed here.