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Top Twitter Topics for Connecting Tax Experts with Clients

Tax season is daunting, so the American Institute of CPAs (AICPA) has developed a method to reduce the stress of taxes.  Through a series of tweets, the AICPA is working to connect tax experts, whether from firms or local CPAs, to individuals with tax-related questions or concerns.  Tax experts are encouraged to prompt conversations on tax-related topics, as well as promote their own skills.  The AICPA found success in their 2015 & 2016 programs tracking tweets with hashtags (they encouraged both firms and local CPAs to use the hashtag of #CPA360Tax).  The AICPA also launched their new “Life Changes, So Do Your Taxes, Talk to a CPA” campaign in early 2017 aimed toward assuring clients CPAs are reliable for tax preparation and planning.

#1 Tax Season Specific

Common topics during tax season include deductions, compliance, and tax season tips. By using example situations, such as the amount of charitable donations required to receive a tax deduction, CPAs are able to relate to individuals and provide a contact for those with questions.

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#2 Year-Round Tax Questions

Though accountants find themselves the busiest during tax seasons, some tax-related topics are relevant throughout the year, or around specific seasons. Suggested topics to prompt conversation include identity theft, retirement, and year-end planning.

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#3 CPA Qualifications

Due to the popularity of Twitter, it is a great platform for CPAs to market their individual qualifications. Additionally, CPAs are more accessible to clients to answer questions related to their profession and to provide reassurance of their reliability in tax preparation.

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