Tax services is one of the hottest advertiser categories in Q1 with the start of the 2023 tax filing season hitting at the end of January.
Think this category doesn’t apply to your audience? Think again! Almost everyone will need tax services in the next few months. Luckily, we've got the top tax brands in the CJ network.
Tax Season Sales Peaks & Timing Tips
Timing is everything when it comes to tax season.
The first peak officially kicks off when the IRS starts accepting electronic tax returns on Monday, January 29, 2024, and is expected to go through mid-February. The trough is usually in March, though based on the trends from the last couple of years, it may be less pronounced this year—expect more of a steady stream of filers throughout the season. The second peak is traditionally in April, especially on the day of the filing deadline—April 15, 2024.
- Once you place tax offers on your site, leave them up until after the filing deadline. Some tax advertisers run their affiliate programs through mid-October to capture the extension filers. Don’t miss out on the opportunity to capture those late filers and earn extra commissions if promotions are still available!
- Promote your tax offers and content more heavily around peak dates via social media, newsletters, homepage placements, site sidebars, etc.
- Weekends are popular for DIY tax services as people are seizing the opportunity to dig in and spend some quality time with their finances.
Sharing Tax Offers
If you're already partnered with tax advertisers, make sure that your audience knows they can buy their services:
- Place tax offers on your homepage.
- Create a dedicated 'tax center' on your site.
- Email your audience with tax advertiser’s latest promotions
- Check for new products that tax brands have launched or are offering. This is a great way to feature fresh ideas and offers about tax time for your audience. Read up on and include any new products and make sure to educate filers on any products that may have changed or evolved.
If you haven’t already, make sure to push digital expert advice. With more and more people getting comfortable with virtual services such as telehealth, remote expert help will be more popular than ever this year.
Writing Content About Taxes
- Tax time can be confusing for a lot of people. Create content based on common or timely questions that people might be searching for come tax time to bump up SEO.
- It’s a best practice to direct readers to a service provider or the IRS website for more information as they’re diligent about keeping their content up to date with any changes. You may also be able to deep link to an advertiser’s tax content and still earn commission through those links. Win-win!
- Cater content to your audience—there are different types of tax products to help many different audience segments. Ex: free tax filing services for those with simple taxes, small business tax solutions, virtual expert help, and military offers.
- Compare different tax advertisers. Lots of people will be trying to compare brands and services for the option that suits them the best. Since CJ has many of the top tax partners, sharing information about many different brands is easy!
- Have existing content about taxes? Freshen up old content and link your articles together to keep your audience engaged.
Tips on Connecting with Tax Advertisers
If you haven't already joined the programs of tax services advertisers, you can find them via the Partners tab > Find Advertisers in your CJ account:
Use the search fields on the left side of the page to search keywords "tax services" or the name of the advertiser.
Use the Category filter to see all tax partners by selecting the Financial Services category, and then the Tax Services sub-category. Click the Search button to apply the filter you have selected.
Click on the green Apply to Program button to the right of the advertiser’s name to submit your application.
Other Helpful Tips
Start as soon as possible. It can take a while to apply to programs and place offers on your site and you don't want to miss out on sales that occur early in tax season.
If you’re an influencer or content publisher and you’re a part of CJ’s Content Certified Program, check your pending offers to see if there are tax programs you can easily join.
If your application gets declined, email the advertiser to tell them why you think your site is a great fit for their program. At this time of year, tax service advertisers get hundreds of applications—a personal email will help you stand out.
Learn more in our Support Center article, Contacting Your Advertisers.
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Contributing authors: Delaney Nelson and Rachael Kuori
FAQs
Tax season is a three-month period, typically from late January to mid-April, when people prepare their tax documents and report their income for the prior year to the IRS. This is also the time when people will settle their bill if they owe taxes or receive notice that a refund is coming their way if they overpaid.
How can I get more tax season? ›
4 ways to increase your tax refund come tax time
- Consider your filing status. Believe it or not, your filing status can significantly impact your tax liability. ...
- Explore tax credits. Tax credits are a valuable source of tax savings. ...
- Make use of tax deductions. ...
- Take year-end tax moves.
Months of March to April: Peak Tax Season
To save yourself from the rush, give your clients solutions to speed up the filing process or set a deadline of your own.
How to prepare for tax season 2024? ›
Get ready to file in 2024: What's new and what to consider
- IRS Online Account enhancements. ...
- Avoid refund delays and understand refund timing. ...
- Last quarterly payment for 2023 is due on Jan. ...
- Gather 2023 tax documents. ...
- 1099-K reporting threshold delayed. ...
- Understand energy related credits. ...
- Speed tax refunds with direct deposit.
How early can you start filing taxes? As soon as you're ready! The IRS begins accepting and processing tax returns in late January of the year following the tax year. So if you are filing your 2024 tax return, IRS will start accepting and processing your tax returns in late January 2025.
What is the best month to file taxes? ›
If you owe money to the IRS, you might prefer to prepare your return early and wait until mid-April to file it. Filing and paying on or just before Tax Day, rather than months in advance, lets you keep your money in the bank, earning interest, until the due date.
What is the average tax return for a single person making $60,000? ›
If you make $60,000 a year living in the region of California, USA, you will be taxed $13,653. That means that your net pay will be $46,347 per year, or $3,862 per month.
How to get extra $1,000 tax return? ›
For 2021, taxpayers can use either their 2021 or 2019 income to maximize the credit. If you're a college student or supporting a child in college, you may be eligible to claim valuable education credits. The American Opportunity Credit is refundable up to $1,000.
How to get $7000 tax refund? ›
Requirements to receive up to $7,000 for the Earned Income Tax Credit refund (EITC)
- Have worked and earned income under $63,398.
- Have investment income below $11,000 in the tax year 2023.
- Have a valid Social Security number by the due date of your 2023 return (including extensions)
February is the busiest period for calls to the Internal Revenue Service's call center. It is also the peak time for visits to IRS offices for face-to-face tax help. The IRS reminds taxpayers that most answers to their tax questions can be quickly found on IRS.gov.
In general, disqualifying income is investment income such as taxable and tax-exempt interest, dividends, child's interest and dividend income reported on the return, child's tax-exempt interest reported on Form 8814, line 1b, net rental and royalty income, net capital gain income, other portfolio income, and net ...
How can I make my tax season easier? ›
Gather and organize your tax records
Organized tax records make preparing a complete and accurate tax return easier. It helps you avoid errors that lead to delays that slow your refund and may also help you find overlooked deductions or credits.
What is the new tax law for 2024? ›
Standard Deduction Changes for 2024
For tax year 2024, the standard deduction for married couples filing jointly rises to $29,200, an increase of $1,500 from 2023. For single taxpayers, the standard deduction rose to $14,600, a $750 increase from the previous year.
How are people getting 30k back in taxes? ›
The Department of Community Services and Development encourages Californians earning under $30,000 a year to file their taxes to claim the California Earned Income Tax Credit (CalEITC), a cash-back tax credit, and receive a larger tax refund.
Will tax returns be bigger in 2024? ›
So far in 2024, the average federal income tax refund is $2,850, an increase of 3.5% from 2023. It's not entirely unexpected: To adjust for inflation, the IRS raised both the standard deduction and tax brackets by about 7%.
When should I start planning for taxes? ›
It's never too early. If you want to pay the least amount of income tax each year, then it may be helpful to start doing some tax planning. Don't worry—you don't need an accounting degree to make some smart tax decisions. A little planning goes a long way.
At what age should you start doing taxes? ›
The IRS requires that all taxpayers file a tax return, regardless of age.
When should I start thinking about taxes? ›
Tax season can creep up on you if you're not planning for it. The average business owner starts thinking about it at the beginning of the year, but the best way to prepare for taxes is by working with your accountant throughout the year.
When should I start doing my own taxes? ›
When's a good time to DIY? Doing your taxes may be the way to go if you have a limited number of income sources, say a W-2, bank accounts, and some 1099s, and you plan to take the standard deduction, a specific dollar amount that reduces your amount of taxable income.
