How Agents Can Help Clients Prep for Tax Season | Ashlee & Tiffany - 054
It’s 2025! Are you taking the right steps to ensure a successful first quarter and year in your real estate business? Are you prepared to help your clients get ready for tax season? In this episode, we tackle these questions and share proven...
It’s 2025! Are you taking the right steps to ensure a successful first quarter and year in your real estate business? Are you prepared to help your clients get ready for tax season? In this episode, we tackle these questions and share proven strategies to help your real estate business flourish.
Real Estate Marketing Tactics for 2025
-
During the holidays, many agents send cards to current and past clients to maintain connections. But have you considered sending New Year’s cards instead?
-
New Year’s cards or branded calendars can serve as a powerful marketing tool, helping you stand out and strengthen relationships with clients. We also discuss how these personalized touches may be more impactful than traditional holiday cards.
-
Another creative idea is to send out tax letters to clients who bought or sold homes in 2024. These letters not only keep communication open but also remind clients that you’re available to assist with their needs.
Helping Clients Prepare for the 2025 Tax Season
-
Real estate agents can play a crucial role in helping clients prepare for tax season. One way to assist is by providing tax letters that include essential documents like interest statements and helpful reminders in mid-January. This proactive approach reduces clients’ workload while enhancing engagement.
-
Tiffany suggests including video messages to clearly explain tax-related information, adding a personal touch. Meanwhile, Ashley recommends using mini CMAs (Comparative Market Analyses) as portfolio reviews. These reviews provide clients with valuable insights, such as deduction documentation, property improvement investments, and property value trends.
-
If you didn’t prepare for the 2025 tax season, don’t worry. We share practical ways to stay organized throughout the year, so you’ll be ready to assist your clients seamlessly when tax time rolls around.
"It's all about having a game plan and executing it consistently—whether it's farming neighborhoods, hosting open houses, or sending out those monthly market analyses. Strategy without action is just a dream." - Tiffany Klusacek
"Using social media and community events over costly mailing campaigns has been a game-changer for me. It’s more effective and budget-friendly, especially when engaging with my neighborhood." - Ashlee Jankovich
Resources
Realestatable episode 1 with Quintavius Burdette
Have questions about how to succeed in today’s real estate climate? Want further insights from a recent episode? Or maybe you just want to keep it real and connect with us! Either way, head over to www.realestatable.com/contact to book a one-on-one with us, and we’d be happy to answer any questions that you might have.
Connect with us on Social Media:
Be sure you connect with Tiffany and Ashlee on social media.
Show Credits:
Our Executive Producers and Hosts are Ashlee Jankovich and Tiffany Klusacek. The Realestable podcast is produced by TSE Studios. Music provided by SoundStripe.
