For Tax Preparers & CPAs

Tax & CPA Postcards That
Fill January Through April

Pre-season recall, year-end planning offers, and bookkeeping cross-sell campaigns. Pre-built playbooks for solo and small-firm tax practices.

Start Free Mail a free sample to yourself
670K
Tax preparers
and CPAs in the US2
Jan–Apr
Tax season
peak window
$220
Average individual
1040 prep fee

Last Year's Clients Are Your Easiest Wins. Most Firms Forget Them in November.

Tax clients don't think about you until February. By then, they're either sitting in your office or at H&R Block. The firms that win every year mail in November and again in early January, before any of the chains start their drumbeat. Year-end planning offers (estimated taxes, retirement contribution review, bookkeeping cleanup) generate revenue in the slow Q4 window and seed referrals into January.

What Doesn't Work

  • × Sending only an engagement letter and waiting for the email reply
  • × Mass-emailing tax tips that look like every CPA newsletter
  • × Mailing in March, after the chain firms have everyone
  • × Quoting "call for pricing" with no anchor on the card

What Does Work

  • ✓ November year-end planning postcard with a specific offer
  • ✓ Early January return prep recall to last year's clients
  • ✓ Bookkeeping cross-sell to 1040 clients who run a side business
  • ✓ Phone follow-up by a real person 5 business days after delivery (adjustable)

What You'll Actually Send

Real Tax & CPA postcards, built around the offers Tax & CPA businesses run most. Pick one to see both sides, then make it yours in the free design studio. No account needed.

Bold Promo · Prior year review: Check Last Year's Return

Top Tax & CPA design

Check Last Year's Return

Bold Promo style · Prior-year return review

Customize this designSee both sides
Balanced · Fall tax planning: Plan Before Year-EndBalanced · Fall tax planning Signature · Year round plan: Tax Help All YearSignature · Year round plan Signature · Returning client: Welcome Back, ClientSignature · Returning client Bold Promo · Flat fee return: Tax Return for $149Bold Promo · Flat fee return Bold Promo · Free consultation: Talk to a CPA, FreeBold Promo · Free consultation Bold Promo · New client percent: 15% Off New ClientsBold Promo · New client percent

See all 31 Tax & CPA designs →

Common Tax & CPA offers

The offers on these designs, with sample prices. You set your own price and terms in the studio.

Optional: add a follow-up

One postcard is a complete campaign. If you want a second touch, Pro can mail a follow-up card a few weeks later or add a phone follow-up after the card arrives, from a ready-made Tax & CPA plan you can edit. How follow-ups work

How It Works

1

Pick the Tax Practice Playbook

Choose "Year-End Tax Planning," "First-Time Filer Welcome," or "Lapsed Client Win-Back." Wave timing, copy direction, and call scripts come pre-configured.

2

Export Last Year's Client List

Pull from UltraTax, Drake, ProSeries, Lacerte, ProConnect, or your CRM. Last year's 1040 clients + S-corp + partnership clients are the recall list. Add a prospect list of homeowners or business owners in your service area for new acquisition.

3

Launch: First Wave Mails In 1–2 Days

Postcards print and drop into USPS within 1–2 business days. QR scans are tracked as link clicks.

4

Work the Call Queue

Pre-loaded scripts for year-end planning, return appointments, and bookkeeping cross-sell. Log outcomes and book scheduled appointments.

What Tax Pros & CPAs Mail Most

Pre-season recall to last year's clients

Single highest-ROI campaign. Mail in early January to everyone you prepared a return for last year. 65–80% of prior-year clients rebook when prompted; that drops below 50% if you wait until February.

November year-end planning offers

Estimated tax review, retirement contribution check-in, S-corp distribution planning. High-margin Q4 work that fills the November-December dead zone.

Bookkeeping cross-sell to 1040 clients

1040 clients with side-business income (Schedule C, K-1) are warm bookkeeping leads. Mail mid-year (June-July) with a "monthly bookkeeping from [your price]" offer.

New-mover acquisition in service area

Mail to recent home-buyers in your zip codes with a "new-to-the-area? need a CPA?" card. Converts at 0.8–2% but high lifetime value once they're in the door.

The Math Tax Pros & CPAs Run

A typical solo CPA / EA with 200 prior-year 1040 clients. Here's the math on a 2-wave pre-season recall:

  • 200 clients × 2 waves = 400 cards × $0.91/card (Pro) = $364 total spend
  • Prior-year client rebook at 75% → 150 returns at $220 average = $33,000 in 1040 revenue
  • Bookkeeping cross-sell at 5% → 10 new monthly bookkeeping clients at $250/mo
  • 10 bookkeeping × $250 × 12 mo = $30,000 first-year recurring

173:1 ROI on a single pre-season campaign, before referrals or new-mover acquisition.

Run your own numbers in the ROI calculator.

See a worked example: Tax/CPA Q4 Planning Blitz: 4.6% Response on 220 Past Tax Clients

Simple, Transparent Pricing

Free to explore. You only pay when you're ready to send. 30-day money-back guarantee on your first annual plan.

Free

$0/forever

Single-wave postcard campaigns · Unlimited contacts · From $1.04/piece

Most Popular

Pro

$99/mo

Everything in Free + calls, sequencing · From $0.91/piece

Per-piece pricing includes printing + USPS First-Class postage. Full pricing details →

PostKnock also works for

Real Estate Insurance Chiropractic HVAC All Small Businesses

Specific tax pros and cpas campaigns

Year-End Planning: November Recall Campaign

Frequently Asked Questions

How much do tax preparer postcards cost?▼

PostKnock tax / CPA postcards start at $1.04 per 4x6 postcard on the Free plan and drop to $0.91 on Pro. No setup fees, no minimums, no contracts. Pricing includes printing and USPS First-Class postage.

When should I mail pre-season recall cards?▼

Two windows: November 10–20 for year-end planning, and January 5–15 for return-prep appointments. The early January drop is the highest-ROI mailing of the year for most tax firms.

Do tax postcards work for new-client acquisition?▼

Yes, but with a different cadence. New-mover lists in your zip codes convert at 0.8–2%, lower than recall, but each new client is worth $1,200–$3,000 in lifetime value (1040 + side schedules + likely referrals). The math works.

How do I export last year's clients from my tax software?▼

UltraTax, Drake, ProSeries, Lacerte, ProConnect, and TaxDome all support client list export to CSV. Pull names, addresses, and the engagement type (1040, S-corp, partnership) so you can segment year-end vs. season recall offers.

Are there compliance issues with tax-related direct mail?▼

Standard advertising rules apply: include your name, firm name, and city. CPAs licensed in their state must follow state board advertising rules (no false claims, no guaranteed outcomes). EAs follow Circular 230. PostKnock templates leave space for required disclosures.

Should I mention specific tax credits or deductions on the card?▼

No. That creates compliance risk and dates the card. Stick to evergreen messages: "Your 2025 return," "Year-end planning before December 31," "Schedule your appointment before April." Keep the offer specific (free 30-min consult) without making tax-position claims.

What's the right offer for a new prospect card?▼

"Free 20-minute new-client consultation" or "$50 off your first 1040 return" both work. Avoid deep discounts: tax clients who chase $50 off are typically lower-quality and don't stick.

How does the call follow-up work?▼

About 5 business days after the card is delivered (the default; you can set 1 to 10), the front desk gets a Call Queue to work. Pre-loaded scripts cover scheduling, year-end planning, and bookkeeping cross-sell. The follow-up call is what turns a mailing into a booked appointment.

Ready to Get Started?

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1 ANA (Association of National Advertisers), Response Rate Report 2023, published February 2024.

2 US Bureau of Labor Statistics + industry trade association estimates, 2024.