Referrals from satisfied clients still top the list of marketing word-of-mouth for tax preparers. But what kind of non-prep professional provides the best business connection?
For many tax preparers, bankers and barristers head the list. Roy Frick, an Enrolled Agent at Ocean City, Md.-based Fairway Services Ltd. and Frick Accountants Ltd., regularly networks with both. “I have two attorneys who refer all of their estate tax work to me,” he said. “Attorneys are also a good referral source when people are buying a business. Bankers also are a good source, as when a new business opens, many times the [owners] ask advice on accounting professionals.”
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