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Powerful marketing strategy – Client testimonials for tax services

When creating testimonials, it's important to have your clients' approval. Gather insights from surveys they've completed and shape these testimonials.

They're meant to truly reflect actual experiences and demonstrate the worth of your services. If clients prefer, they can also write their own testimonials. 

In this post, we’d like to demonstrate how you can streamline the feedback process by using an online form instead of sending it via email. 

Here are the samples along with an online form.

Email requesting your testimonial

Hi [Client's Name],

We hope you're doing well! We greatly value your experience with us and would love to hear your thoughts.

Could you spare a moment to share how our tax services have benefited you? Your insights can help others looking for similar solutions.

If you’re willing, please click the link below. It will take just a minute to answer 5 quick questions. 

[Insert Feedback Online Form Link] 

Your feedback means a lot to us. Thank you for considering!

Best regards, 

[Your Name] 

[Your Contact Information]

Sample form page

Feedback surveys to a client

  1. Switching to [ABC CPAs] makes your tax season experience easier and less stressful compared to before.

    a. Agree

    b. Disagree

    c. Not Sure

  2. [ABC CPAs] provide knowledgeable and professional assistance, addressing your questions and sharing valuable tax tips.

    a. Agree

    b. Disagree

    c. Not Sure

  3. The tax filing process with [ABC CPAs] was seamless and timely.

    a. Agree

    b. Disagree

    c. Not Sure

  4. Without the assistance of [ABC CPAs], I believe our tax seasons would have been more stressful and chaotic.

    a. Agree

    b. Disagree

    c. Not Sure

  5. You consider returning to [ABC CPAs] for your future tax needs based on your positive experience.

    a. Agree

    b. Disagree

    c. Not Sure

Testimonial Draft - Taxes

“I can’t say enough great things about [Your CPA or Tax Firm Name]. Tax season used to 

be a hassle. But ever since we switched to them, everything has been a breeze. They are very knowledgeable and professional.

They patiently answered all my questions and shared some really useful tax tips. Our taxes were filed seamlessly and on time.

Honestly, without their service, our tax seasons would have been stressful and chaotic. We will definitely be back for their service. If you are looking for tax filing, look no further!”

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