Category Archives: Tax Resolution Domination System and Toolkit

Every IRS Collection Case Has 3 Work Phases

Every IRS Collection Case Has 3 Work Phases:

First Phase: Transcript Investigation & Analysis
Second Phase: Compliance
Third Phase: Resolution Phase

I teach that you charge separately for each phase based on the complexity of the case, the amount of tax debt involved and the value you bring to the table.

In today’s video I want to share a call I had with one of my coaching members on our monthly group Q&A call. This person is brand new to tax resolution and happened to have a client walk into her office who owes 3 million dollars to the IRS. She was asking me for help because she’s trying to interpret the transcripts; plus, she’s talking to the revenue officer; and she’s trying to get all these levies released. I started asking questions about the case, but my first question to her was,

“Well, what have you been retained to do, and how much have you gotten paid to date and what are the total fees for this case?”

Watch today’s video where I share what I told my member what she should charge for each phase of this three-million-dollar case and why she should charge those fees.

It doesn’t matter whether your client owes $25,000 or $3,000,000, the same applies and this is great information to know.

So, that’s the tip of the day, and we’ll see you in the next video!

Re-Marketing Ads

Have you ever been on Amazon’s website, QuickBooks or any other sites on the internet, and then you start seeing their ads show up no matter where you go online?

We all do it—visit a website because we are interested in a product or a service, but we don’t always reach out to that company.  Your potential clients are doing the same thing on your website.  They’re coming to your website and they’re not reaching out, they’re not taking the next action you want them to take.

On today’s video I have a quick, easy and affordable internet marketing tip for you on how to stay in front of those prospects that visit your website but don’t take the next action like request more information or schedule a consultation.

Do You Know What You’re Worth?

Have you ever sold yourself short when you have client consultations?
Do you know what you’re worth to your clients?

For example, some of you have shared with me that you feel guilty to charge $3,500-$4,000 to set-up a simple installment agreement because in your mind you’re thinking, “Wow, this is simple.  It’s only going to take me a couple of hours to do.  How can I charge $3,500-$4,000 to set up a properly structured installment agreement?”

And that’s the key—it’s not the amount of time you spend doing the work—it’s the value you provide to the client.

Watch this week’s video where I share 3 important facts so you’ll never feel guilty again setting up a simple installment agreement and collect the fees you deserve!

Let me know if this video was helpful?

Wesley Snipes’ Lowball Offer in Compromise Rejected in Tax Court

Wesley Snipes was once best known for his work as an actor, particularly for his role as the vampire-hunting Marvel superhero, Blade. Unfortunately, when Snipes makes headlines these days, it’s usually due to his ongoing tax battle with the IRS. Continue reading

How to “Sell” the Transcript Analysis

John:  I have a sales question for you.  So you know I’m pretty good at closing deals but I’m very slow because I give the prospect a lot of free information before I sign them up because I just don’t get for myself, and I think my problem is I keep comparing consumers to how I would be the consumer which is wrong because there’s very different kinds of consumers and prospects.  But I don’t get how I can get someone to buy transcript analysis when we don’t even know potentially what their problem is.  So I have this fear on this side of my head where I’m selling them something that maybe they don’t really need because maybe they don’t really have a problem.  But on the other hand I feel like if we get some people to sign up for transcript analysis then they’re more invested, so then it’s easier to get them to sign on for other services that they might actually need.  But my question is should we try to sell transcript analysis upfront more often because right now I’m just providing it for free and then only trying to get them to do a deal once we see what their problem is.

Continue reading

Top 6 Advantages of a Tax Problem Resolution Practice

Advantages of a Tax Problem Resolution Practice


Unless you like making those dreaded monthly collection calls and wasting time chasing after receivables versus working on earning new business you may decide that tax problem resolution work is just what the doctor ordered. NO MORE SENDING INVOICES. NO MORE ACCOUNTS RECEIVABLE!

Tax Problem Resolution clients expect to pay in advance.  You will enjoy having money in the bank for services yet to be performed.  You’ll have deferred income on your books not to mention the time saved by eliminating making those monthly dreaded collection calls.


Generally, in this area of practice deadlines are flexible or more generous than those in typical compliance work. I have had many occasions to reschedule IRS dates for family events, and vacations.


Business experts regularly advise working in a niche as the way to achieve real financial independence.  Tax resolution is the only way to do that building on the skills and credentials you already have.  With having a step-by-step blueprint, you can launch a new specialty that may do the same thing for you that it did for me and my students.

Increased Fees

The average fee for preparing one’s tax return is $273 nationwide. You may be charging slightly more than this right now and I bet your hourly billing rates are in the anemic $75 to $225 an hour range.  However, the average fee that a tax resolution client pays is $5,000 and up. Resolving tax problems  earns double to triple your current hourly rates because you can easily employ value, fixed fee pricing for this work.  But, that’s only part of the good news.  During tax season one client usually means one tax return, one fee.  The season is short and then you’re back hustling for business.  When you are a tax problem resolution practitioner, you’ll have profits and cash flow year round.


A significant portion of this work can be handled by non-licensed staff.  This frees your time to work “on” your business instead on “in” it.  You can further leverage your time through case management tax resolution software.


Marketing to a niche market eliminates competition.  In fact, former competitors become referral sources.  Additionally, being in the powerful position of being able to offer IRS Problem Clients much needed relief will be known throughout your community. Being recognized as the practitioner specializing in tax problem resolution will bring referrals from people and other professionals you’ve never met before.  You’ll be known as the “go-to” person for help.

BONUS: The IRS Is Your Marketing Partner!

IRS is not only filing liens and levies the old fashion way (by Revenue Officers and by ACS telephone collectors), but now they are being filed automatically by technology – do you think troubled taxpayers will need help more than ever?

Taxpayer’s with IRS problems will make one of four choices when dealing with the IRS:

  1. Pay the IRS 100% of what the IRS says they think they owe NOW.
  2. Ignore the IRS until they decide they have waited long enough for the taxpayer to deal with the problem and will now inflict serious harm by taking the taxpayer’s income and/or assets leaving them very little to live on.
  3. Set up a never ending monthly payment plan because the IRS keeps piling on penalties, interest, and interest on top of penalties. The accrual of all these extra charges often results in the balance due growing every month despite the taxpayer making his or her monthly payments.
  4. Reduce the total amount they owe to an affordable number with the help of a Tax Problem Resolution Specialist and get on with life.

Which one of these choices do you think most people would make?  If they had the money to pay the IRS, they would have done so already.  Others will wait until the problem has negatively affected all aspects of their life.  Yes, some uninformed people will just set up a payment plan that continues to add interest and penalties.  They seldom do this in their best interest and could use your help to fix their mistakes.  Many agree to monthly payment amounts they just can’t keep up with.

Your most profitable cases will come from the last group.  These are your bread and butter clients!  They need help, they want help and the IRS is probably already after them so they’re ready to act NOW, and they will PAY you in ADVANCE to get the help they need to get the IRS off their backs.

Read Full Story on Starting Your Very Own Tax Resolution Services Here >> 
WARNING: Adding TAX RESOLUTION To Your Existing Practice Can Double Your Income AND Change Your Life!

Register today for my free live training: Where you’ll learn the blueprint on how to increase your monthly revenue by $5,000 to $50,000 a month and more. I’ll teach you how to generate qualified leads, how to answer the phones, how to set appointments, how to ensure those appointments show up, how to turn those prospects into clients, what to charge and how to collect your fees in advance every time! Start working toward earning everything you desire including that 2nd home, sports car, great vacation…whatever it is you dream of!