Marketing Strategies

Tax Resolution Training - Marketing Comes First

What do your prospective clients see when they walk into your front lobby or reception area?  You've got to think of marketing as the overarching umbrella to everything you do. It’s costing you a lot of money to get someone to show up, and you want that person to know that they have come to right…


How to Follow Up with Qualified Leads

Tax professionals: How do you follow up with qualified prospects that you've already met with in your office, or on the phone, and had the initial consultation with? On the last two videos, I talked about how to follow up with both your offline leads and online leads. This video is on following up…


Sick of the Tax Season Slog? Check This Out

Congratulations on surviving another long tax season! It's time to breathe! But let me ask you a question...are you sick and tired of the annual Tax Season slog, where you’re working long hours for basically peanuts? Well, imagine if you could have a steady stream of valuable prospects who weren’t…


Following Up with Your Online Leads

Tax Professionals - how do you follow up with your online leads? The Money is in the Follow Up -- Otherwise You’ve Just Flushed Your Marketing Spend Down the Drain! It's just as important to follow up with your leads you get from your online marketing efforts as it is with your offline leads.…


Making the Most of Your Tax Resolution Practice

Tax resolution practitioners, ask yourself this: When your clients walk out the door, do you think they will refer their friend or family member with IRS tax problems to you? 


What's on the Horizon?

Roslyn and I wrote this after we returned from our second annual Tax Resolution Success Summit. It was SO exciting to see that so many of our members have taken advantage of our 50 percent member discount and signed up to join us! Roslyn, Becky, Sue, and I really enjoyed meeting and talking with…


Practice Positive Self-Talk

Practicing positive self-talk is one of the first steps to becoming a successful tax resolution practitioner.  My most successful Tax & Business Solutions Academy members practice positive self-talk. Their mindset is tuned to be positive vs. dwelling on the negative. This translates into…


What You Shouldn't Be Doing to Get Tax Resolution Clients

This week I want to talk to you about something you shouldn't be doing, and that's buying leads from lead aggregators. Watch my video to find out more about why you shouldn’t buy leads from lead aggregators.


How To Get a $100,000 Fee in Your Tax Resolution Practice

Do you want to know how to collect $100,000 fee?  I know it sounds unbelievable, but these types of cases exist if you know what to look out for. Your bread and butter tax resolution cases are going to be in the $5,000-$7,000 fee range, but I've collected $100,000 fees in my tax practice, and one…


An Easy Way to Find Tax Resolution Clients Online

A relatively new site online that can deliver you very good leads is called Thumbtack.com. Thumbtack helps you find new clients to grow your business. The process is simple. Customers or potential clients tell Thumbtack about their individual tax problem-resolution needs, and Thumbtack sends you,…


Effective Brochure Marketing for Tax Resolution Business

Two questions I always get asked are: "Michael, what should be in my brochure?” And, “How should I do my brochure?” Watch my video now to learn all about brochure marketing.


Are you Finding it Hard Get Tax Resolution Clients?

The two most important things in any business are Marketing and Innovation. Period. Let’s take Marketing for example.


Biggest Fears About Doing Tax Resolution Work

Do you know the biggest fear CPAs, EAs and Attorneys have about doing tax resolution work? You might think it’s the marketing or selling the client—but actually the biggest fear most practitioners have, especially beginners, is actually doing the work! CPAs, EAs and Attorneys feel they need to know…


Tax Resolution Marketing: Message Match to Your Market

In my videos about Direct Response Marketing for your tax resolution practice, I have talked about the "Winning Ingredients" to get clients to come to you. (Watch that video here.) There are three keys to the process. The First Key is: Having a USP (Unique Selling Point) The Second Key is:…