Sales and Marketing

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?  If the answer is "no" or "not sure" then it is time to examine how you conduct your client relationships. I am saying this…


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…


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. In case you didn’t know, lead aggregators are firms posing as tax resolution companies…


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. One of the first things you need to know is that a brochure is “salesmanship” in print. A brochure is designed to do the…


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 Tip: Benefits vs. Features

In a recent blog post I wrote about the 3 winning ingredients for a successful direct marketing campaign (read it here). The first key I described was the importance of having a Unique Selling Point (USP). Today I want to talk to you about the second key: Benefits vs. Features in Your Marketing…


Tax Resolution Success Summit - Early Bird Extended

We extended the Early Bird Special for our Tax Resolution Success Summit in Nashville to July 15th … and this time when it expires, it’s gone for good! Last year we sold out, and we are very close to selling out this year with only a few spots remaining!  BUT — what does this mean to you? It means…


Get Qualified Tax Resolution Clients Inexpensively

Did you know that using “match” sites is one of the least expensive ways to get retained by new tax resolution clients? What do I mean by a “match” site? Well, we're all familiar with 1-800-Dentist where they matched consumers with dental needs to the professional provider based on specialty,…


The 2017 Tax Resolution Success Summit

How do you think a football team makes it to the Super Bowl? To make it to the Super Bowl, a football team needs a great coach and a playbook with winning strategies.  A team could have the best players on it, but without the right coach and plays it’s just a team — not the best one. The same…


How Marketing Grows Your Tax Resolution Business

Before I started my tax resolution practice - back in 1998 - I was on the brink of filing personal bankruptcy. I had a mortgage and a family and I was struggling. Here is what was happening: I was writing off large chunks of time and MONEY from billing statements every month because I was afraid…


Why Tax Resolution Practitioners Need Online Chat

One of the most effective and least expensive ways you can get retained by new tax resolution clients is by using Online Chat. Watch my video by clicking here or below to see how it works. Here is the takeaway from my video: You want to give prospects every opportunity to contact you today. One…


Tax Resolution Marketing: 10-Step Winning Formula for Radio Ads

One of the most effective ways on how I grew my tax resolution business was through radio advertising. I have a 10-Step winning formula for you to have the most effective response and the highest ROI. Click here to watch my video. Here are two of my steps: Step 1: The first step is the type of…