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Jul 10, 2017 2 min read

2 Simple Ways to Help Millennials Trust Your Tax Practice

Your tax practice needs millennial clients, which means you need to make millennials trust you. Check out these two simple ways to earn millennials' trust.

2 Simple Ways to Help Millennials Trust Your Tax Practice

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your practice first. But earning the trust of millennials isn’t as simple as referencing your professional title or experience. Here are two simple tips that will help your tax practice earn millennials’ trust (and business).

Adopt modern technology

If you want to attract millennial clients to your practice, you can’t afford to seem disconnected or out-of-date. For millennials, using technology isn’t about being cool or trendy. Since everyone they know uses technology constantly, technology isn’t novel. It’s expected. If you’re not making good use of modern technology at your tax practice, millennial clients will take notice and take their business elsewhere.

Ideas to get you started


Show that you care

Millennials place a higher value on social responsibility than the generations before them. According to a 2015 study, 91% of millennials would switch brands to one associated with a socially responsible cause. Millennials feel that it is their responsibility to support companies that do good things with their money.

For tax pros, that means that giving back to your community can earn you a huge competitive advantage. It also means that you need to be transparent about what you do to make a difference in your community. Millennials want to take notice of your efforts and reward them with their patronage, but they can only do that if they know about those efforts in the first place.

Ideas to get you started

  • Show the environmental impact of going paperless
  • Sponsor local youth activities 
  • Do pro-bono work for individuals or nonprofit organizations 

Want to learn more about how millennials can impact your tax practice? Take a minute to read Why Millennials are a Tax Resolution Gold Mine

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