Accounting, CPA & Tax Firm Marketing Kit#

Version: 1.0.0

Category: Professional Services Marketing

Compliance: IRS Circular 230 | AICPA Code § 1.400 | State CPA Board Rules | FTC Advertising Rules | PTIN/EFIN Requirements

What This Skill Does#

Generates compliant marketing content for accounting firms, CPA practices, enrolled agents, and tax preparation businesses. Every output enforces IRS Circular 230 prohibitions, AICPA advertising ethics, state board disclosure requirements, and FTC outcome-claim rules — the four regulatory layers that generic AI tools routinely violate.

The Compliance Moat#

Generic AI creates serious professional liability for accounting firms:

• No PTIN/EFIN disclosure — IRS requires Preparer Tax Identification Number in all paid preparer advertising in most states; missing = OPR complaint risk
• Outcome guarantees — "Get your biggest refund guaranteed" violates FTC Act § 5 (deceptive practices) and AICPA Code 1.400.001 (false/misleading)
• "Certified" claims without credential — misuse of "Certified" violates state CPA board rules and is an FTC misrepresentation
• IRS Circular 230 § 10.30 violations — written tax advice standards; "covered opinion" requirements; disqualified opinion rules
• Unsolicited direct contact with distressed taxpayers — prohibited by AICPA Rule 503 and many state board rules (IRS enforcement action risk)
• Earnings claims for investment advisory — SEC/FINRA rules apply if the firm does financial planning alongside accounting
• Missing state CPA license # — most state boards mandate the firm's CPA license number in all advertising; absence = board complaint

This skill bakes in all required disclosures, prohibits guarantee language, enforces credential citation, and flags state-specific requirements.

Prompts#

Prompt 1: Firm Brand & Client Acquisition System (Free Tier)#

Builds the firm's foundational marketing assets with full Circular 230 and AICPA compliance.

Inputs: Firm name, CPA license #, PTIN/EFIN (if applicable), enrolled agent # (if EA), services offered (tax prep / audit / bookkeeping / advisory), years in practice, specializations, target client (individual / small business / corporate / nonprofit), city/state

Outputs:

• Google Business Profile description (750 characters, keyword-optimized)
• Website headline + 3 sub-headlines (benefit-driven, no outcome guarantees)
• Google Search RSA — 15 headlines (30 chars) + 4 descriptions (90 chars) — two variants: tax season + year-round advisory
• 3 Facebook/Instagram ad creatives (tax season urgency + referral + advisory upgrade angles)
• Email subject line bank — 10 tax season + 5 advisory upgrade subject lines
• 3 LinkedIn posts (thought leadership, not promotional)
• "Why Choose Us" section copy (website/proposal)
• All outputs: PTIN/firm license # integrated, no outcome guarantees, "results may vary" on all savings claims

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Prompt 2: Tax Season Campaign System#

Complete campaign for January 15 – April 15 (and October 15 extension deadline) tax filing season.

Inputs: Firm name and license #, tax season focus (1040 individual / small business / corporate / all), price range or starting price, special programs (IRS audit defense, back taxes, ITIN, bilingual), scheduling method (online/phone/walk-in), deadline urgency level

Outputs:

• Season launch announcement (email + social + GBP post)
• 3-email deadline urgency sequence (Feb 1 / Mar 15 / Apr 1) — escalating urgency, no pressure tactics that violate AICPA solicitation rules
• SMS appointment reminder sequence (3 messages — TCPA opt-out included)
• Google LSA profile optimization (tax preparer category + all credential fields)
• Facebook event ad for tax season (event = tax deadline, not deceptive urgency)
• "Audit defense" add-on upsell email (IRS Circular 230 §10.2 representation rights — EA/CPA only, clearly stated)
• Extension season campaign (September — October 15 deadline): 2 emails + 1 SMS
• All: No "maximum refund" guarantees; no "we'll get you money back" promises; "estimated savings" with "based on similar client situations, results vary" disclaimer

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Prompt 3: Advisory Services Upgrade Campaign#

Moves clients from tax-prep-only ($500/year) to accounting retainer ($500/month) — highest LTV upgrade in the portfolio.

Inputs: Firm name, current tax-only client segment (individual / small business), advisory services offered (bookkeeping, CFO advisory, business formation, payroll, R&D credits, cost segregation), retainer pricing tiers, ideal upgrade candidate profile

Outputs:

• 3-email "Beyond Tax Season" nurture sequence (sent May–August off-season)
• LinkedIn article outline: "5 Tax Moves Small Business Owners Should Make Before December 31" (thought leadership, no client-specific advice — Circular 230 §10.37 written advice rules noted in output)
• ROI case study template (generalized — "a client similar to yours" language to avoid HIPAA-adjacent confidentiality issues; no client names without written consent)
• Referral partner pitch (financial advisors, attorneys, Realtors — AICPA § 1.500 referral fee disclosure requirements built in)
• Advisory services one-pager (PDF-ready copy) — credentials prominently displayed, no guarantees
• Pricing page copy — 3-tier anchor (bookkeeping / tax + bookkeeping / full CFO advisory)
• All: "This is general financial information, not advice for your specific situation" disclaimer baked in for social/blog content

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Prompt 4: Referral, Retention & Reputation System#

Grows the firm through client referrals and Google reviews — highest-ROI marketing channel for accounting firms.

Inputs: Firm name and license #, client types (individual / business / both), referral incentive budget ($0 = recognition-only, $25-100 gift card, fee discount), review platform focus (Google / Yelp / Facebook / all), state (for AICPA referral fee rules — some state boards prohibit cash referral fees)

Outputs:

• Referral program framework — structured per AICPA § 1.500.001 (commission/referral fee disclosure requirements); cash vs. non-cash incentive variants based on state board rules
• 3 referral request email templates (post-filing season, post-advisory win, annual touch)
• Google review request sequence — 2 emails + 1 SMS (FTC 2023 Endorsement Guides compliant: no incentive for reviews, no conditional review requests)
• Review response templates — 5 positive + 3 critical (no client info in public responses — AICPA § 1.700 confidential client information)
• Annual newsletter (year-end tax planning tips — general education, not individualized advice per Circular 230 §10.37)
• Client survey (NPS-style — 3 questions + 1 open-ended; used internally, not published as testimonial without consent)
• "Client since [year]" re-engagement campaign for dormant clients (2+ years inactive)

Pricing#

• Free: Prompt 1 (Firm Brand & Acquisition)
• Pro — $29 one-time: All 4 prompts + full example
• DFY — $97 per campaign / $247 full kit: Max runs all 4 prompts for your firm; delivers formatted Google Doc in 24 hours
• Retainer — $197/month (Oct–Apr tax season): Monthly campaign updates, deadline emails, social content calendar

Who This Is For#

• Solo CPA practitioners and small firms (2-10 CPAs)
• Enrolled agents with individual or small business practices
• Tax preparation businesses (H&R Block franchisees, independent preparers)
• Bookkeeping firms expanding into advisory
• Accounting firms targeting small business clients

Compliance Disclaimer#

All outputs are marketing content templates. Actual use must comply with your state CPA board's specific advertising rules, IRS Circular 230, AICPA Code of Professional Conduct, and applicable FTC regulations. Client-specific tax advice must meet IRS Circular 230 §10.35-10.37 written advice standards. No marketing output from this skill constitutes tax advice.