TaxProMarketer

TaxProMarketer

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TaxProMarketer was established by Nate Hagerty in May of 2007 in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professional

07/06/2026

Video is the trust builder right now, and we're not 𝘫𝘢𝘴𝘡 talking about on social media.

Your website, your YouTube channel, and your social profiles are places potential clients go to try to figure out if they can trust you before they pick up the phone.

In a world where more and more of what people consume online is AI-generated, showing up as a 𝘳𝘦𝘒𝘭 person who speaks from experience is huge.

People need to see your face and hear your voice. That's what builds trust now. Not a well-written bio or a polished logo... 𝘺𝘰𝘢, talking about what you know and how you've helped others.

"𝘐 𝘬𝘯𝘰𝘸 𝘐 𝘴𝘩𝘰𝘢𝘭π˜₯ 𝘣𝘦 π˜₯𝘰π˜ͺ𝘯𝘨 π˜ͺ𝘡, 𝘐 𝘫𝘢𝘴𝘡 π˜₯𝘰𝘯'𝘡 𝘬𝘯𝘰𝘸 𝘸𝘩𝘦𝘳𝘦 𝘡𝘰 𝘴𝘡𝘒𝘳𝘡." Here's a boost to get you started.

Sit somewhere that's quiet with good lighting, hit record on your phone, and begin by finishing one of these sentences:
πŸ’¬ "The biggest tax mistake I see small business owners make is..."
πŸ’¬ "If you got a letter from the IRS, the first thing you should do is..."
πŸ’¬ "One thing that could save my clients money that most people overlook..."
πŸ’¬ "Here's what actually happens when you don't file on time..."

You may need a few takes to get it dialed in and be comfortable being recorded, but don't worry about it being perfect -- just good enough.

Once youv'e got something recorded that you like, send it to your marketing team to put on your website, your social channels, or wherever you're showing up for your clients.

Don't have one? Let's talk.

06/23/2026

How many software subscriptions is your accounting firm paying for right now?
- One for email campaigns
- Another for texts
- Something for landing pages
- A social media scheduler
- A sales pipeline tool
- A review management system

Add them up and you're looking at a confusing, expensive stack of tools that all need to be managed separately, usually by someone who didn't sign up to be a software administrator. That's exactly the problem ClientStack, our marketing CRM was built to solve. And it's what we provide to every client who works with us.

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312 SW Greenwich Drive #1442
Lees Summit, MO
64082

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm