How a Local Tax Prep Firm Built a Year-Round Client Engine

Small Business Success with Fexingo: Local Companies, Main Street Stories, and Community Commerce · Jun 29, 2026 · 8m · transcript

Episode 82 of Small Business Success with Fexingo looks at how a seasonal tax preparation office in Missoula, Montana transformed itself into a year-round financial coaching business. Owner Marta Alvarez went from 70% of revenue in a 10-week window to 60% recurring monthly retainers within two years. Lucas and Luna break down the specific steps: the 'tax check-in' model, the flat-fee pricing that beat TurboTax on trust, and the local referral loop that now generates 40% of new clients. A concrete playbook for any seasonal Main Street business looking to smooth out revenue and deepen…