A posting plan around the tax calendar
Accounting has a calendar built in, so use it. Interest peaks in the weeks before the filing deadline, then drops off, then rises again for small businesses at year end. Two short videos a week through tax season and one a week the rest of the year is a realistic pace for a small firm. Deadlines and limits change, so for any date or number, say "check the current year" and link to the official IRS or CRA page in your caption.
Batch the work. In a slow month, write a season's worth of scripts from the questions clients asked last year, then schedule them so they go out while you are buried in returns.
- January: what to bring, what slips to expect, scam warnings.
- February to April: deadline reminders, refund and owing explainers, myth busters.
- After the deadline: what to do with your documents, letters from the tax agency.
- Summer: bookkeeping habits for small businesses, side hustle tax basics.
- October to December: year-end checklists and booking for next season.
US and Canada: say who the video is for
The IRS and the CRA run very different systems, and a viewer in Toronto does not want US advice, or the other way around. Put the country in the first line or on screen. For cross-border clients, short general explainers about why their situation needs a professional can bring in high-value work, as long as you do not try to answer the whole question in 30 seconds.
State and provincial taxes add another layer. If a video only applies to one state or province, say so.
Compliance notes
Accountants and tax preparers have advertising rules. In the US, that can mean your state board of accountancy, the AICPA code if you are a member, and the IRS rules in Circular 230 for anyone who practices before the IRS. In Canada, your provincial CPA body sets the rules for members. These are common habits, not legal advice, so check your own professional body's guidance.
- Frame every video as general information, not tax advice for the viewer's situation.
- Never promise a refund amount, a savings figure or that an audit will not happen.
- Do not quote limits, thresholds or deadlines without saying they change and to check the current year.
- Use your credentials only as your professional body allows, and do not imply a credential you do not hold.
- Never show a client's documents, numbers or name without written permission.
- Keep testimonials within your professional body's rules, which can be strict.
Faceless options that still build trust
Stock footage of desks, receipts, laptops and calculators carries most explainers, and simple numbers on screen help for anything with math. Film your own office, your front door or your desk on a phone without stepping into frame. Keep your real name, photo and credentials on your profile and website, because people want to know who is handling their money.
Making and scheduling it with TallyReel
Type one question, like "why do I owe taxes this year", and the app drafts a short script you can edit before anything renders. Add your caveats and the country, then let it build the voiceover, captions, stock footage and music. Schedule a whole tax season of posts with TallyReel to Instagram, Facebook, LinkedIn, YouTube Shorts and Google Business at once, so your feed stays active while you are working through returns.