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Accounting firm video marketing: a filing-season calendar

Real output
Film
Service offer template, Checklist version, photo style
Format
Vertical 9:16
Length
25 s
Made by
The Procedural Videos engine directly, not from a brief

For small US accounting firms, enrolled agents and tax preparers, this calendar turns client questions into short videos. You get a posting plan, six explainers, an advertising checklist and a brief for an invented practice. Dates are ordinary federal examples checked for 2026. Before posting, check current rules, state deadlines and special relief. This is marketing guidance, not tax or legal advice.

Updated October 2, 202610 min read

What to post from the January payment to October extensions

Use this as a production schedule, not a complete tax calendar. Publication 509 distinguishes calendar-year and fiscal-year filers and adjusts ordinary deadlines for weekends and legal holidays (IRS calendar). Check current rules and relief before each dated post. Keep your document cut-off visibly separate from the IRS deadline.

  1. Early January

    For clients making individual estimated payments, show the usual January 15 date for the previous year (IRS payment periods).

    Address only that audience. Verify exceptions and the year; do not tell every self-employed viewer that a payment is due.

  2. Mid-January

    Send a document-checklist video with appointment confirmations: income forms, prior return and identification.

    Link your fuller intake list. Tell clients to use your established private document-delivery method, never public comments.

  3. Late January

    Announce the filing opening only after the IRS does. Its 2026 opening was January 26 for 2025 individual returns (IRS announcement).

    Put the filing year on screen. Draft the booking message early, then review it again when the opening is confirmed.

  4. February

    Show your real appointment sequence: document intake, questions, review and signature.

    Use an empty folder and labelled cards. Add how to report a missing form; avoid promising a completion date.

  5. Early March

    Make an entity-specific reminder: 2025 calendar-year partnership and S corporation returns were due March 16, 2026 (Form 1065; Form 1120-S).

    Name the entity and form. Add your own document cut-off; do not reuse this clip for every company or next year.

  6. Late March

    Explain filing versus paying: an individual filing extension does not extend the payment deadline (IRS).

    Show two separate cards, “File” and “Pay”. Invite viewers to discuss their own situation privately, rather than posting a calculation.

  7. Before the April deadline

    Publish actual appointment availability and intake options. The ordinary individual deadline was April 15, 2026 (IRS).

    Say “documents needed by [your date]”; label it as your office cut-off. Remove booking messages when slots are filled.

  8. Late April to May

    Explain the next step for clients on extension: identify missing documents and arrange a follow-up.

    Avoid a public “we are still working on your return” message. Send individual status updates through your normal private channel.

  9. Early June

    For individual estimated-payment clients, show the usual June 15 date (IRS).

    Draw the January–March and April–May payment periods to show why “quarterly” does not mean equal-length periods (IRS).

  10. July to August

    Explain bookkeeping clean-up using invented entries: a duplicate expense, an uncategorized transaction and a missing receipt.

    Offer a review appointment only if you provide it. Use fictional records instead of a screenshot from a client account.

  11. September

    Make separate reminders for the usual September 15 individual estimated payment (IRS) and entity extensions, checked against the applicable calendar (IRS).

    Send each to the relevant client group. A payment reminder and a return-filing reminder need different actions.

  12. Early October

    For ordinary individual extension filers, show October 15 in the 2026 example (IRS extension reminder).

    Ask for outstanding documents by your internal cut-off. Check special relief before stating that this date applies to everyone.

  13. November to December

    Invite next-season intake and year-end review appointments; publish holiday hours separately.

    Prepare evergreen document and process videos now. Leave next season’s dates unpublished until you can verify them.

Six client questions worth answering before the appointment

Answer one question per video with form names or process cards. Link the fuller checklist and review wording under current professional rules.

  1. An extension: which task gets more time?

    Show “Return filing” beside “Tax payment”. For ordinary individual returns, the extension covers filing, not paying (IRS). Do not suggest that viewers can wait to calculate what they owe.

    Try this: Publish before your intake cut-off. Add the current IRS link and a private appointment route.

  2. Estimated payments: which period does this date cover?

    Show one payment period with its usual due date from the IRS table (payment periods). Make a separate clip for each period rather than squeezing the whole schedule onto a small screen.

    Try this: Ask clients already making estimated payments to check their plan with you. Leave personal amounts out of the video.

  3. Missing a form: should I cancel my appointment?

    Show an intake checklist with one unchecked item. Explain your own policy for incomplete files: whether to keep the meeting, contact the office first or arrange another date.

    Try this: Adapt the Service offer template (Checklist version), an example brief and storyboard, for this question.

    Service offer · Checklist type

  4. Who will prepare my return?

    Use the preparer’s name, accurate designation and service scope. Enrolled agents must not describe their designation as “certified” or imply IRS employment (31 CFR 10.30); check current rules.

    Try this: Use a plain name card. If you record a team introduction yourself, keep it separate from the text-only procedural brief.

  5. What changed at the office?

    Announce one concrete change: a new location, appointment hours or the person handling document intake. Give the effective date and booking action; do not imply an IRS endorsement.

    Try this: The Now open template (Calm and clear version) is an example brief and storyboard for a measured announcement.

    Now open · Calm and clear build

  6. What information do you need to quote a fee?

    List your actual pricing inputs, such as the service requested and forms involved. Ask for details through your normal private intake route; do not invite people to disclose income in comments.

    Try this: Explain the quote process if you are not ready to publish a fee schedule. A service-scope card is more useful than an unexplained “from” price.

Review designations, fees and distribution before posting

For practitioners covered by Circular 230, §10.30 bars false or misleading communications about IRS matters. Check the current rule and how it applies to your role (eCFR). Do not treat this as legal advice or as the complete rulebook for every accountant.

A covered practitioner cannot charge above published rates for at least 30 calendar days after the fee schedule’s last publication. Fee information must disclose responsibility for costs where costs may arise (§10.30(b)); check current rules. Review scheduled reposts before changing prices.

For covered direct-mail and e-commerce communications, retain the actual message and a list or description of recipients for at least 36 months from last transmission or use (§10.30(c)); check current rules. Save the video, caption, distribution details and dates. Ask your compliance adviser what records your social posting requires.

The IRS warns taxpayers about refund-percentage fees and larger-refund claims (preparer guidance). Describe your service instead. Before using testimonials, check current rules for your credentials and jurisdiction; permission alone is not a compliance review.

Keep a refund promise out of the booking message

Do

  • Put the filing year, audience and source in a dated reminder; have a preparer review them before posting.
  • Describe the next office action, such as sending missing documents through your usual private channel.
  • Use fictional forms and figures for illustrations, labelled as examples; proofread every form number.
  • Keep a publication record and retire outdated reminders, including scheduled reposts.

Don't

  • Promise a bigger refund, “the maximum refund” or a refund larger than last year.
  • Advertise fees based on the refund amount; follow the IRS’s preparer guidance (IRS).
  • Answer a viewer’s personal tax question in public comments; invite a private consultation.
  • Show a real client return, account number or document, even with a blur; create a fictional example instead.

A worked brief: Larkfield Tax & Books' document checklist

Larkfield Tax & Books is an invented practice. This adapts the Service offer template (Checklist version), an example brief and storyboard. The clip points to a fuller intake list.

The briefInvented businessService offer · Checklist type

A 15 s appointment checklist for Larkfield Tax & Books, 9:16 vertical, calm type style. Use text and drawn checkmarks over a stock photo of a tidy desk with documents. Colours #1e3a8a, #10b981 and #f8fafc. Show three reminders: income forms such as W-2s and 1099s, last year’s return, photo ID. Narration in English, concise: “Tax appointment coming up? Gather your income forms, last year’s return and photo ID. Check our full list. Confirm with Larkfield Tax & Books.” Close on the firm’s name and “Confirm your appointment”.

The storyboard

WhenOn screenWhy
0–3 s“Tax appointment coming up?” with “Larkfield Tax & Books” in navy text on the pale background.Identify the office and the appointment question without a refund claim.
3–6 s“Income forms” with smaller “W-2s / 1099s” and a green drawn checkmark.Give the first document category room to read; never show a real form.
6–9 s“Last year’s return” with a drawn checkmark.One short label, held while the narration moves to this item.
9–12 s“Photo ID” and then “See the full list”.The caption supplies the fuller checklist; this clip is only a reminder.
12–15 s“Larkfield Tax & Books · Confirm your appointment”.Finish with the business’s own close; put its actual booking link in the post.
OutroThe ProcVideos outro closes the video.

This brief is text only. Add the full intake list and private delivery instructions to the post. With narration, the output includes an SRT file in the narration’s language. Each generation differs: review spelling, pacing and any tax wording, then regenerate with feedback if needed. Videos Creator is coming soon to Attain OS. See how it works.

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The filing-season kit your preparer can sign off

Assign someone to review tax wording before scheduling. Track useful responses, such as booking confirmations or private requests for the document list.

  • An appointment checklist linked to your complete intake instructions, with no client data in the example.
  • A filing-opening draft held until the IRS announces the date; no guessed date on screen.
  • An individual extension explainer checked against current IRS rules, including filing versus paying (IRS).
  • A separate partnership/S corporation reminder with form, filing year, official deadline and office cut-off.
  • An individual estimated-payment reminder matched to the correct period and audience (IRS).
  • Office-hours and availability posts reviewed again before they go out.
  • An archive containing the final video, caption, sources, approval and distribution details.
  • A task to remove dated posts after their deadline and recheck them before reuse. For a broader schedule, see the small business video calendar.

Questions people ask

Should a bookkeeping firm use the same calendar as a tax preparer?

Use only the reminders that fit your work. If you do not prepare returns, focus on monthly document hand-off, expense categorization and year-end records. Do not invite tax questions you cannot handle. A fictional transaction walkthrough can explain a bookkeeping service without implying tax expertise.

When should we prepare next season’s videos?

Reserve time before your workload peaks. November and December are a suggested window. Draft appointment and process clips first; hold dated reminders until official dates are available. Recheck intake cut-offs and availability before posting.

Can we use a client’s refund story as a testimonial?

Prefer feedback about communication or organization, subject to permission and your current professional rules. A refund amount can imply a result another viewer should expect. Check current rules for your credentials and jurisdiction before publishing; this is not legal advice.

What should a video about our fees say?

Explain what the quoted service includes and which facts affect the quote. If you publish rates as a practitioner covered by Circular 230, check the current fee and cost-disclosure provisions ([§10.30(b)](source:5)). Use the same reviewed wording in the video and caption; remove outdated scheduled posts.

Can a Spanish-language practice outside the US use these reminders?

Use the content structure, not the US dates or designations. Rebuild the schedule from your own tax authority’s current calendar and professional rules. Keep each reminder specific to the return type and audience. Do not translate “enrolled agent” into a local credential that your staff do not hold.

Example templates

An example template is a sample brief and storyboard for one kind of video, in one style, format and length.

Sources

Rules and platform features change. Check the source before you rely on it.

  1. IRS opens 2026 filing season (IR-2026-12), Internal Revenue Service (checked October 2, 2026)
  2. When to file, Internal Revenue Service (checked October 2, 2026)
  3. When are quarterly estimated tax payments due?, Internal Revenue Service (checked October 2, 2026)
  4. Publication 509 (2026), Tax Calendars, Internal Revenue Service (checked October 2, 2026)
  5. 31 CFR 10.30, Solicitation (Circular 230), Electronic Code of Federal Regulations (checked October 2, 2026)
  6. Topic no. 254, How to choose a tax return preparer, Internal Revenue Service (checked October 2, 2026)
  7. Labeling AI-Generated Images on Facebook, Instagram and Threads, Meta Newsroom (checked October 2, 2026)
  8. Instructions for Form 1120-S (2025), Internal Revenue Service (checked October 2, 2026)
  9. Instructions for Form 1065 (2025), Internal Revenue Service (checked October 2, 2026)
  10. Need more time to file? Don’t wait, request an extension, Internal Revenue Service (checked October 2, 2026)

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