Tax Resolution Business

After Tax Season: Getting Paid for Follow-up Work

Tax Practitioners: The Extension deadline has just passed! In the next few weeks you're going to start receiving those pesky IRS and State notices on behalf of your clients that you just filed tax returns for. And if you're like 80% of the practitioners I speak to you're going to be handling that…


Four Ways to Increase Profits in Any Business

There are only 4 ways to increase profits and revenue in any business.  It doesn’t matter if you're a brick and mortar retailer, a wholesaler, distributor, or even own a professional practice — there are only 4 ways to increase revenue. One way is to go out and obtain brand new clients – which is…


Tips for a Successful Meeting with a Prospective Client

You may be surprised to hear that many tax practitioners, especially the newer ones, get nervous when meeting one-on-one with a prospective tax resolution client. You're trying to convince this person that they should work with you - and pay you a lot of money - up front. I've been a tax resolution…


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…


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…


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…


Following Up with Your Offline Leads

Tax professionals - how do you follow up with your leads? It’s mission critical for you to follow up with the leads you receive from your online and offline lead generation efforts. Offline leads are generated from marketing in newspapers, trade journals, brochures, newsletters—basically everything…


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…


Can a CTEC Tax Preparer Do Tax Problem Resolution Work Without an EA or CPA License?

Andy Frye of Pronto Tax School, a school to renew your (California Tax Education Council) CTEC Registration wrote a blog post that answers the question Can CTEC Tax Preparers Do Tax Problem Resolution Work?  Click the image above or here to read the full post. If we can answer any questions for…


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…


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. There are some people in this industry that will tell you to do “one” thing or that they have one marketing strategy for getting prospects to contact you. That’s very dangerous…


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:…