Monthly Archives: May 2015

How To Gain Income In The Off-Season

Most solo CPAs & EAs derive 70% of their income January through April and struggle the rest of the year not knowing what income is coming through the door. If you like struggling, stop reading. If you are a CPA or EA and you don’t want to be a part of this statistic in the future, know that there is a way out.

CPAs EAs tax resolution

While you may enjoy the lightened workload post-tax season, most CPAs and EAs have had enough time to come up for air and are probably wondering “now what?” when it comes to earning off-season income.

Believe me, I know…I was there once. My accounting business used to be dependent on seasonality until I changed my model and created consistent, dependable income streams.

Ask yourself this: what would your life look like with an extra $15,000 a month from just three new clients in the off-season? What about $18,000? You could make even more!

To get started, watch my free video on How to Create More Predictable Cash Flows by adding tax resolution services to your book of business.


Insider’s Circle Members – Open Coaching Call Wednesday, May 27th!

Attention Insider’s Circle Group Coaching Members!

To help you grow your practices, avoid obstacles and get YOUR questions answered, I am hosting tele-coaching call this Wednesday May 27th at 10am PST/ 1pm EST.

This call is an open question and answer format. You can ask questions or call in and listen and learn from other tax resolution professionals’ questions. This call is designed to help you and your business so you make money in the tax resolution industry. Even if you don’t have a question to ask, listening to other member questions is a valuable source of new strategies and tactics to use within your practice. Topics include: marketing, sales, operations and much, much more!

Insider’s Circle Group Coaching Members – Registration not required – Just “show up” at the appointed time!  The call details are in your email inbox.

If you are not a member of my group coaching circle yet, you can learn more about how to join to take advantage of all the benefits of monthly membership:

I help CPAs, Attorneys and Enrolled Agents expand their businesses to new markets, create marketing plans AND even help folks get tax resolution businesses started for the first time.

Get in the Business of Growing Your Business™!!!



Free Report: 9 Secrets To Getting IRS Penalties Removed

9_Secrets_To_Getting_IRS_Penalties_RemovedI’m excited to announce a new (and FREE!) report to help you manage your tax resolution practice. I created the 9 Secrets to Getting IRS Penalties Removed report for tax resolution professionals looking to get into this niche AND to help experienced tax resolution professionals have all 9 secrets to offer the best service to your clients.

This new 9 Secrets to Getting IRS Penalties Removed report is a great summary of the ways you can add value to tax resolution clients that will actually pay your fees in advance, and are in desperate need of your help.

After you’ve taken advantage of this free offer and reviewed this report, please feel free to let me know if you have any questions. As someone who has 16 years of experience in the tax resolution industry, I’m dedicated to helping other CPAs, EAs, attorneys and other professionals thrive in this lucrative tax resolution niche.

Screen Shot 2015-05-22 at 12.34.51 PMWhen you download the free report, I’m also going to send you separately, information about my free training series where I go into more detail about how to find and close an endless stream of these new clients. It’s the exact system I used to grow my own $20 million practice specializing in this area.

I spent years helping clients get IRS penalties removed. I know what works and what doesn’t. To help CPAs, EAs, attorneys and other professionals interested in getting into the tax resolution industry, I outlined these 9 Secrets to Getting IRS Penalties Removed to help you help more clients.

Enjoy the free report!

Whether you’re just now looking to get into this niche or you’re experienced already, I know you’re going to get value out of this!


Secure Serious IRS Tax Problem Leads


The most successful tax resolution professionals value their expertise. Valuing expertise begins with valuing time. You only want to be talking to leads who are serious about wanting to have their IRS problems gone from their life.


Sure, you want tax resolution leads. But more importantly, you want QUALITY tax resolution leads!

When I discovered how to get my IRS problem case leads to SHOW UP for their appointments (phone and live meetings) I increased my close ratio by 5x.

Here’s how I did it and how you can optimize your tax resolution marketing funnel – I applied a technique that high end restaurants and spas call “the reservation system”. When someone was very interested in my company’s tax resolution services, my staff would ask them to secure their appointment with a credit card.

This tactic helps show deeper commitment, before the meeting ever happens. If folks didn’t want to use their card to secure an appointment, we would pencil them in and inform them that if there was someone else who wanted an appointment at the same time with a credit card they are subject to be bumped to another time. This strategy would make someone one the “serious fence” see the sense of urgency and secure an appointment.

In my 16 years of representing clients to the IRS, I can count on one hand the amount of times that we had to charge the consultation fee for no-shows.

I talk more about this on my The Tax Resolution Business podcast on Itunes:

Tax Resolution Training: How To Get IRS Penalties Removed Webinar

Tax Resolution Training Time!

TOPIC: The “Nuts & Bolts” on How to Get IRS Penalties Removed!

Join me and Steven Klitzner, Esq. on Wednesday May 20, 2015 at 12:00pm PST for an informative training webinar on how to get IRS penalties removed or reduced for your clients. This is a “live” 90-minute training workshop webinar available to my Business Solutions Academy Insider’s Circle Members.

Steven is a practicing Miami Attorney.  His practice is mainly devoted to Tax Resolution.  He is admitted to the United States Tax Court, United States Court of Appeals for the Fifth Circuit, and the United States District Court for the Southern District of Florida. He is a charter member of the American Society of IRS Problem Solvers and a Consulting Member of the Tax Freedom Institute, an association of tax professionals in defense of taxpayer rights.

You’ll learn:

* How to request First Time Penalty Abatement;
* How to request and get penalties removed due to “Reasonable Cause”:
* How to improve your success rates
* How to save your clients money;
*Which of the 9 major “reasonable cause’ arguments the IRS grants most often.
*And much, much more!

If you would like to learn more about my Insider’s Circle Members Circle so you can access this webinar and more tax resolution business training, visit our website at