Tag Archives: email marketing

Tax Resolution Triangle To Profits


Anyone who wants to have a successful tax resolution business has to understand that there are three legs that all need to be strong to keep your company standing.

1) Sales
2) Operations
3) Marketing

SALES- The main reason businesses fail is lack of cash flow.  You have to make money to keep your tax resolution business afloat.  Be clear on your revenue streams and focus on your ideal client. Many of my coaching clients through my Tax and Business Solutions Academy have a case minimum. Some require $15,000 or more owed to the IRS to qualify as a lead.  Some have lower entry levels because they also have accounting services that are often sold after a tax resolution case is solved. Find a business model that works for you and remember, don’t settle for crumbs if you can have the whole loaf!

OPERATIONS- You have to reap what you sow. Handling tax resolution cases is an art and a science. You need to systematize your operations, everything from answering your phone, booking appointments, handling the case and following up with the referrals. Believe me, I know. I ran one the most successful tax resolution businesses in the nation and processes were paramount to our success.

MARKETING– The true meaning of marketing means maximizing relationships. You are in the marketing business! No relationships, no business. Learn how to maximize your marketing online and offline (TV, radio). There are nearly 12 million taxpayers, right now, who are in hot water with the IRS that are in desperate need of your help. Other solo, small firm practitioners and large national players are thriving doing IRS Representation work, WHY NOT YOU?. Usually the why is lack of marketing savvy. My Tax Domination System & Toolkit contains marketing Mastery Strategies that work. Spare yourself the waste of time and expense of doing it wrong when you can start doing it right!

To run a successful tax resolution business, you need to have strong sales, operations and marketing.  All legs must be strong to keep your company standing.

Sales + Operations + Marketing = A healthy, whole tax resolution practice.  

If you need help with any or all three of these areas, then my products and services will help you.

Get in the Business of Growing Your Business™!



Four Rules For Tax Resolution Marketing


I have four Rules For Tax Resolution Marketing:

  1. Get ’em
  2. Wow ’em
  3. Help ’em
  4. Keep ’em

Get ’em: You can be the best tax resolution professional in the world, but if nobody knows, what’s the point?  You get clients with marketing.  Network, advertise, be online, get on social media, get going with content marketing.

Wow ’em: Next, you have to wow them. You wow them by giving a great experience. This includes how you answer your phones, email marketing messaging, your branding, website, messaging on your site, brochures, social media and more.

Help ’em: Then you have to help them. From the minute you capture that lead, all the way through the experience you provide in the tax resolution process, it all has to be in the name of helping them get on the road to resolution. Helping with tax resolution also includes the content you provide in your email newsletters, brochures, and website. Often, you capture leads by having content that helps people help themselves. The more you help them, the more they know you, like you and trust you.

Keep ’em: And last but not least, you have to keep them!  The value of a lead (when properly handled) is worth more to you than the client who just retained you for their one case in their lifetime.

You are in the business of marketing (which means maximizing exchanges).  Make it part of your practice.  Get on the fast track and join my Inner Circle Member’s Program and grab some of my marketing products to get going!

Tax Resolution Email Marketing Tips

There’s no doubt that email marketing can be a profitable tactic as part of your tax resolution marketing strategy, but it also runs the highest risk. The moment you hit “send,” you’ve given your readers the power; the power to delete the email or ignore it forever, the power to label it as “spam” or toss it into the junk mail folder, and the power to unsubscribe from your email list for good.

But they also have the power to read it, enjoy it, and instantly forward it along to their friends and family members. On top of that, they’ve got the power to take immediate action, no matter where they are. Perhaps that’s why email marketing is estimated to have the highest ROI of any digital marketing strategy.

That being said, here are a few tips to ensure your tax resolution email marketing efforts are maximized:

1. It all starts with the subject line. The subject line IS your Big Headline. After all, the subject line is the first thing they’ll see—and, according to a study done by Chadwick Martin Bailey, a marketing research firm, nearly 64% of people admit that the subject line determines the fate of the email. Increase your read rates by improving your subject line. Special offers, alerts, and updates work best (I would not use words like “free” or “limited time” as the recipient’s email server may recognize these as spam and your message may never get delivered), but creative attention-getting headlines can work wonders as well.

2. Get personal. Think about it; when you weed through your inbox each morning, what emails are you more likely to open? The messages from your friends and co-workers? Or the advertising emails that were obviously mass produced? Personalizing your email messages for your readers is a surefire way to increase your response rate.

3. Consistency and variety go hand in hand. Marketing emails should be sent on weekly or monthly basis (I’ve discovered that monthly works best as a way to always have your name in front of them)—this is just enough to stay at the top of their minds, but not often enough to irritate them. However, when it comes to your email marketing campaign, variety is key. Your message should provide something beneficial like informational or educational content for your readers each and every time—but don’t forget to keep it interesting!

Below is a helpful infographic that you can save to your personal computer so you have my Tax Resolution Email Marketing Tips in a visual form.

Tax Resolution Email Marketing Tips