Tax Resolution Marketing

How to Successfully Negotiate with the IRS

If you want to be successful in the tax resolution business, you need to be a successful negotiator.  I personally represented 2,000 individuals and small businesses spanning a 16-year period and I was a vigorous advocate for my clients. What skills does a successful negotiator need? This is common…


What Prospects Want from You Before They Say “Yes”

There are two kinds of sales, transactional and relational. A transactional sale means you HAVE TO make the sale. You’re needy and desperate for the sale. In a relational sale people want to be understood before they do business with you. There is a misconception that if you can just make your…


How to Create Your Lead Generation Magnet in 3 Easy Steps

For those of you that don’t know, a lead generation magnet (also called a “special report”) is a marketing term for a free item or service that is given away for the purpose of gathering contact information. The No. 1 thing your lead generation magnet must do is appeal to your prospect’s emotions…


"State of the Union" Predictions Tax Resolution Marketing for 2020

I don’t think there is a better time than in the past eight years, to get into the tax resolution business than now.  I say this because of the convergence of some key industry metrics and observations. It’s almost like a “perfect storm” given the IRS’s 2020 focus on increased enforcement.…


Re-Marketing Ads

Have you ever been on Amazon's website, QuickBooks or any other sites on the internet, and then you start seeing their ads show up no matter where you go online? We all do it—visit a website because we are interested in a product or a service, but we don’t always reach out to that company.  Your…


How to "Sell" the Transcript Analysis

John:  I have a sales question for you.  So you know I’m pretty good at closing deals but I’m very slow because I give the prospect a lot of free information before I sign them up because I just don’t get for myself, and I think my problem is I keep comparing consumers to how I would be the…


Is the Tax Resolution Market Saturated?

Do you think the tax resolution market is too saturated? I get this question all the time.  Instead of the myth, let’s look at the facts. The Real Facts: There are only 3,500 to 4,000 firms nationwide that are doing tax resolution today in any meaningful way. But only 200 of those firms do tax…


Is Tax Resolution Right For Me?

TAKE CHARGE OF YOUR FUTURE (AND START GETTING PAID WHAT YOUR WORTH!) WARNING: Adding TAX RESOLUTION To Your Existing Practice Can Double Your Income AND Change Your Life!


Building Credibility – ACE

The secret to building credibility with your prospects is what I call ACE: Authority, Credibility and Expert Status. One way to stand out as an authority is by writing a book. Watch today’s video to learn more about becoming an authority. I want to give a big shout out to one of our Mastermind…


Destroying Sales and Fee Resistance

Do you want to know how to destroy sales resistance and fee resistance between the time the tax resolution prospect makes their appointment versus the time they actually come in? There are specific 3 things you need to send your prospect in the mail between the time they make the appointment, and…


Warm vs Cold List | Tax Resolution Marketing

When you're marketing for tax resolution clients you need to know the difference between a warm list versus a cold list. A warm list is:  People who already know you, their info is already in your CRM system, and that includes your clients, prospects/leads, and referral sources. A cold list is:…


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%…


Introducing Tax Resolution Services to Your Clients

So—you’re interested in doing tax resolution work, but how do you introduce this service to your existing clients? You've made the decision that you're going to start offering tax resolution services. How do you let your clients know that you're doing this type of work? I guarantee you that if you…


Do You Know What to Charge for an Offer in Compromise?

I was on one of the tax forums I belong to in LinkedIn and one of the group members posed the question, “What do I charge a new tax resolution client?” Do you know the answer to that? There were about 8 or 9 comments regarding this post: One person said charge $1,000 - $1,200. Another said charge…


Tax Season Confession and Special Training Offer

I have a confession: I love Tax Season. I LOVE this time of year! I know, I know. Not everyone does, especially now with the enactment of the new Tax Reform bill (and having to answer a thousand questions from every client). But for me, no matter what's happening in my world - good or bad - I feel…