Sales and Marketing

Do You Know What "Selling" Really Means?

It is critical to your success to know what selling really means. Watch my video to learn the REAL meaning of selling and the 3 "must" steps to closing the sale with a potential client. Here is a recap of the 3 “Must” Steps to helping a potential client: Step 1: Ask the person contacting you what…


Getting More Referrals in Your Tax Resolution Business

Do you know what the 3 ingredients are to consistently receive referrals from your clients? Dan Kennedy calls this “The Three I's”: Intentional, Investment and Integrated. Watch my video to learn how "The Three I's" can get you more referrals to your tax resolution practice.  The first ingredient…


Tax Resolution Marketing Strategy: Answer Your Phone

You’re relying on various marketing strategies and probably spending between $100 and $200 to attract a prospect to contact you. At last, a call comes through and the phone rings. Do you answer your phone live or will the prospect’s call go to voicemail? By calling, this person just telegraphed a…


7 Ingredients of Success for Your Tax Resolution Practice

Recently, Roslyn and I watched a movie called “The Founder,” starring Michael Keaton. If you haven’t seen this film yet, I highly recommend it, especially to our members who are looking to learn the grittier details of business. The movie follows Ray Kroc (Keaton), a traveling salesman who, in the…


The 3 Biggest Tax Resolution Practitioner Mistakes

What are the 3 biggest mistakes that most tax resolution practitioners make? Don't know? Watch my video now to learn the 3 biggest mistakes that you want to avoid as a tax resolution practitioner. The first one is they don't accept credit cards. I can't tell you any professional services firm…


Marketing Tip: Utilizing Press Releases

There are dozens of marketing strategies at your disposal, are press releases part of your marketing mix? Click here to watch my video about press releases now: Here's what you should put in a press release: Mention any awards you've received in the recent past, even going back six months or a…


Recharging After Tax Season!

You're in the home stretch. Tax Season is almost over! I want to talk to you about taking 5 minutes of your time right now. This video isn't going to be 5 minutes long, but after I'm done I want you to take 5 minutes for yourself and write down what you're going to do after April 18th. In other…


Answering Your Phones "Live" in Your Tax Resolution Practice

I want to ask you a question today. I know we're deep into tax season and you’re deep into work, but are you answering your phones live? Yesterday I emailed one of our members and I received their “away message” reply back that basically said, "We're very, very busy right now, we will get back to…


Add 6 Figures to Your Tax Resolution Practice

If I asked you, “How would you go about adding an additional hundred thousand dollars to your practice?” What would you tell me? You could tell me that you want to add a hundred thousand dollars to your practice by doing tax returns. If you're charging $400 per 1040 return you’ll need to do 250…


Providing Exceptional Tax Resolution Client Care

I want to talk with you about some important steps to providing exceptional tax resolution client care. Before we begin, let's clarify the difference between a customer and a client. Definition of a Client vs. a Customer A customer is someone who comes to you and has one transaction. Think of it…


Roslyn's Food for Thought - Planning Ahead

This article is by Roslyn Rozbruch, my wife and business partner at Tax and Business Solutions Academy.  It’s a new year — yippee! Did you make any New Year’s resolutions? I’m not much of a make-a-resolution-for-the-new-year kind of person. I make changes year-round when I see fit. In fact, I…


The 10 Most Important Words for Your Tax Resolution Practice

A lot of my members and clients have their marketing in place, working like a well-oiled machine. You might be in that category, where your phones are ringing and you know how to screen the looky-loos and tire-kickers from qualified prospects because you’re using the phone script system from the…


Embrace the Winds of Change and Don't Let Fear Get in the Way

First of all, we hope everyone had a great holiday.  We wish you all a happy, healthy, and prosperous new year! This month, we’ve been thinking a lot about the new year, because it brings new opportunities for change. We’re definitely feeling those winds of change here, especially because our…


Stay On The Road to Success

Roslyn is my inspiration for this quote. She always told me that she believed in me and reminded me not to let naysayers negate my dreams. When I started my tax resolution practice, most people told me "Oh, that's not going to work" (this was 17 years ago...back when it was a new industry). Thank…


IRS Problem Solvers Marketing and Sales Events

Roslyn and I wrote this post after returning from our Marketing and Sales Confidence-Building Boot Camp for IRS Problem Solvers in August. This was our first-ever live event with this focus and it was a hit! About 150 people attended, from both ends of the IRS problem-solving spectrum: Some of our…