Tax Resolution Training

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…


Ten Magic Words

When I started in the tax resolution business and had my initial consultations with clients, I’d have meaningful conversations but no signed engagement letter and no deposit check. I soon realized I was leaving something very important out of my conversations during my “close”.  I learned there are…


What’s Your Plan “B” if Your Client’s Offer in Compromise Case is no Longer Feasible?

It can be exciting when a prospect comes in for an initial consultation and they are the perfect candidate for an Offer in Compromise (OIC).  They hire you for exactly that to prepare, submit and negotiate an OIC.  Many months go by between when you take on a new client and when it’s time to submit…


Do You Make This Mistake in Your Initial Consultations?

Tax Resolution cases, due to IRS’s workload, can take up to 12 months or longer to resolve.  A lot of things can change regarding the taxpayer’s financial situation during this time versus when you first saw the client. Recently I had a coaching call with one of my Platinum Mastermind Members.  He…


How to Settle Your Client's IRS Tax Debt

What do you actually need to know in order to settle your client’s IRS tax debt? Often, practitioners think they need to know everything there is to know about a subject before they feel comfortable resolving their client’s IRS tax debt.  Perhaps you’ve been in what I call, the “paralysis of…


Cryptocurrency and the IRS

Do you know what the IRS buried in the 1.2trillion-dollar infrastructure bill that was passed into law on November 15, 2021?  There’s a paragraph that states cryptocurrency exchanges are going require you to give your clients a 1099 beginning in 2023, just like brokerage houses do.  If the…


"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…


Who's Running Your Practice?

When you started your practice, you had a dream of what it was going to be… ...to make money, be looked up to in the community by your friends, your colleagues, your associates, your clients. You wanted to make an impact and difference in people's lives. You might find that you are now stuck in the…


Why We Don’t Make Promises We Can’t Keep

No matter how much you prepare, you can never control the outcome of something. This isn’t to suggest you can’t aim for a certain outcome. We should always do the legwork, putting in the time to prep and research as much as possible. But while you should commit time to preparing, you can’t become…


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!


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…


Destroy Client Objections Over Prices and Fees

How to Destroy Client Objections Over Prices and Fees — I Don’t Like to ‘Handle’ Objections; I Like to Obliterate Them! It’s important to understand that people can always afford you; it’s just a matter of priorities. Sometimes our prospects don’t comprehend the seriousness of their problems with…


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…