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Finance2024

Tax Planning Service Reaches Self-Employed Clients at Scale

A tax planning service focused on helping self-employed professionals and small businesses legally minimise their tax liability needed digital marketing to reach clients who weren't aware of the savings available to them.

Self-employed + SMBs
Client type
Israel
Market

1The Challenge

Most self-employed Israelis pay more tax than necessary because they're unaware of legal deductions they're entitled to. The service needed to educate potential clients on the opportunity before converting them — a two-step marketing challenge.

2Our Approach

We built an educational content strategy on Facebook and Instagram explaining common deductions, showing real anonymised savings examples, and positioning the service as an investment that pays for itself many times over. A simple lead funnel captured interested prospects into a WhatsApp consultation flow.

What made this unique

  • Legal tax optimisation strategies for self-employed and businesses
  • Specialised knowledge of Israeli tax law and deductions
  • Saves clients significantly more than the service fee
  • Transparent, fixed-fee pricing model

Emotional drivers

  • Savings
  • Security
  • Fairness

Services delivered

FinanceTax PlanningBrandingLead GenerationIsrael
Contact

Let's talk

The first conversation is free. Drop us a line and we'll get back within 24 hours.