Accountant used a calculator financial analysis managing payroll tax accounting budget accounts.
Marketing for Income Tax Services in Kelowna

From 2003 to 2009, Under The Brand Marketing Inc. partnered with Liberty Tax Service in Kelowna to elevate their local presence and drive consistent client growth in a highly competitive tax services market. Our goal was to position Liberty as the go-to tax preparation firm in the Okanagan region—trusted, approachable, and efficient.

During this time, we implemented a full-spectrum marketing strategy that included brand development, local advertising, and digital presence enhancements. We focused on building trust and visibility through consistent messaging, community engagement, and a recognizable brand identity that stood out during tax season and beyond.

Key Services Provided

  • Brand Strategy & Development
  • Logo & Stationery Design
  • Website Design & Optimization
  • Photography & Videography
  • Merchandise & Clothing Design
  • Signage & In-Office Branding
  • Customer Loyalty & Review Programs
  • Sales Funnel & Local Advertising Campaigns
Marketing That Speaks for Itself
  • Significant increase in seasonal and repeat clients
  • Established Liberty as a household name in Kelowna
  • Improved client retention through loyalty and review programs
  • Consistent year-over-year growth in tax season revenue

By aligning Liberty Tax Service’s brand with the values of trust, accuracy, and community presence, we helped them build a strong foundation in Kelowna. Our marketing efforts ensured they were top-of-mind when clients needed reliable tax services ‘done right the first time’.