Tag Archives: marketing tips

IRS Marketing

How do you take something that the IRS has said and turn that into a marketing opportunity?

Well, last week Nina Olson, who’s the National Taxpayer Advocate at IRS, came out and stated that the real audit rate in the United States is 6.2%, not 7/10 of 1%. Just to put that in perspective, 7/10 of 1% equates to just over a million audits, and 6.2% equates to nearly 7 million audits. So who’s right? Who’s wrong?

How do you turn that into a marketing opportunity? Here is what the IRS is doing. Their headcount has been decimated over the last 3 or 4 years. It’s down by 23%. So more and more, the IRS is relying on technology, and their computers are generating automatic notices. 70% of the time they’re incorrect. But here’s what the deal is, the IRS knows that there are much less protection rights for taxpayers when they send out these under reporting notices or these math error notices. There are no appeal rights with those. Not like in a real audit where you can appeal it. So your clients are getting all these notices to the tune of 7 or 8 million notices a year that the IRS doesn’t consider an audit. But to you and to your client, if they’re questioning an item on their return, that’s an audit.

So when you’re talking to your client about your Audit Protection Plan, it’s important to let them know that you’re handling all of these notices, not just audits. It’s very, very important. And the IRS is going to be sending more and more and more of these out as years go by, especially with the new Tax Reform Bill that was just signed and that’s effective in 2018. So take that information. Use it in handling objections. Use it as a marketing strategy that the IRS is sending out all these notices, which in fact is very, very true. You have to defend and resolve them. Your time is valuable. You’re either going to charge the client on an hourly basis or with one low annual fee in your Audit Protection Plan, which takes care of responding to all of these notices.

Until next time,

michael rozbruch tax and business solutions academy


Should You Be Using Yelp?

Should you be using Yelp to market your tax practice?

The answer to that is an unequivocal yes because they have a free version and an advertising paid version, very similar to what Facebook is. Facebook as you know, allows you to set up a Facebook account and also advertise. But Yelp itself was started in 2004 as a restaurant review site. People would check Yelp reviews if they were going to their favorite restaurant.  So it started like 14 years ago. But since then, it has dramatically improved their platform and their search results.  Right now there are 70 million people searching and going to Yelp and they’re looking at your tax business before they make a decision.  So whether you have an exclusive tax resolution stand-alone practice, or you have a traditional CPA tax practice that does tax resolution, you should definitely be on Yelp.

And here’s how it works. You need to ask your clients, your customers to post reviews on Yelp. Because as you post more reviews on Yelp you will come up on the first page of search results. When someone is searching for your company, Google and Yahoo automatically put people’s Yelp profiles on the search results. So you want to get your clients to give you positive reviews on Yelp so that you can come up in the search results organically without paying to be on the first page of search results.    

Also, I’m going to give you some tips to get started on Yelp. The first thing you want to do is go to Yelp and claim your business.  

The second thing you want to do is add photos into your profile.  And you want to add as much copy and text into your profile as possible. There’s a lot of real estate there where you can use a lot of direct response keywords and phrases for your tax resolution business.  And the photos can be of your conference room, of your reception area, of your employees, of some Offer in Compromise acceptance letters, images of those would be great to use in Yelp.

Watch the video now to find out the third thing you should do to get started on Yelp.

Until next time,

michael rozbruch tax and business solutions academy


Trump’s New Tax Reform Bill is a Marketing Opportunity

Do you want to know how you can turn all the
hoopla and noise around the new Tax Reform Bill into a
huge marketing opportunity for you right now?

News reporters, local TV news and, radio stations, are all looking for expert commentary on the new Tax Reform Act that goes into effect this year. What better expert than you to give them your take on what it means to the general taxpaying public. Contact your local radio and TV stations, local newspapers, and they’ll interview you.

Another way to use the Tax Reform Act to promote you as the “go-to” expert is to do a brief summary of the new Bill and post it on your blog and promote it through social media.

Watch the video below for more tips on turning the enactment of this historic tax reform bill into marketing opportunities for you.

Tax Reform Bill Marketing Opportunity

We’ll see you on the next video.

michael rozbruch tax and business solutions academy


Three Essential Tax Resolution Marketing Tips

Tired of implementing marketing strategies that waste your time and money
with no visible results?

That’s one of the major challenges that most professional practices face. Luckily, there are three ways you can make sure that your tax resolution marketing is either depositing money in your bank account (or sucking it out).

1. Don’t work with something that’s not working for you. The most important rule of marketing is to make sure that you are monitoring and measuring your actions and effects. You must “know thy numbers.” In order to do this you have to track (by assigning unique phone numbers or URLs to ALL your marketing) and isolate which strategies are reaching your target demographic. Each marketing strategy will have a different way of measuring success, but remember that some strategies take longer to show effects. Lead generation strategies via direct mail, newspaper ads, and even online methods take longer than direct response radio or TV commercials. Unless a campaign has an immediate negative impact, be sure to allow a few months for any new strategy to kick in. This is why I advocate to “stay the course” for at least 90 days on any one strategy.

2.  The best things in life are free, at least when it comes to marketing. Freebies are a great opportunity to get people’s attention, give them a chance to test your service, and (best of all) make them feel more inclined toward retaining you or your firm in the future. Of course, the “free consultation” has been around forever. Try giving away a free Transcript Analysis (be different!). The key with this strategy is to get creative. Pens are great — blankets or color-changing cups are better! This rule can also apply to community activities like sponsoring a local soccer or softball team, donating to a shelter, or having team members volunteer.

3. Stay in touch with your clients. Your ads should communicate with your demographic without always trying to get them through your door. In order to do this with tact, you have to stay top-of-mind with your clients in a friendly, unobtrusive, way. Your book or e-book, monthly newsletters (like the done-for-you newsletter you receive as an Academy member), emails, and the occasional social media post create an environment where your clients feel they have a relationship with your company.

Do these tax resolution marketing tips make great sense? Learn how you can get even more insight into growing your tax relief practice!

I leave you with this final thought: Connection with your target audience is the new currency!

michael rozbruch tax and business solutions academy