Tax Resolution Training

How To Get More Clients, Make More Money

I help CPAs, EAs, and Attorneys build highly profitable IRS tax resolution practices through proven marketing, sales, client control, and case resolution strategies. The #1 question that I always get asked from practitioners is: What is the one thing I can do right now in my practice to get more…


Tax Resolution Marketing Strategy - High Ticket Sales Strategy

TAX PROFESSIONALS: Tax season is THE best time to market to troubled taxpayers (read this past blog post). If that’s you, leads should already be coming in! If you haven't been marketing your tax resolution business - or you happened upon this blog post because you are interested in starting a tax…


The Philosophy of the Sale

Who is the world’s foremost leading expert on sales? The Brooks Group? Their entire organization is dedicated to sales. Is it Walter Friedman, Harvard business professor and author of “Birth of a Salesman”? Or is it Tim Cook, Apple’s CEO? He certainly knows how to sell a product. But what if we…


Tax Practitioners - Want to Enjoy Year Round Revenue?

TAX PRACTITIONERS: Are you in the thick of tax season working super hard with little money in the bank worried about where your cash flow will be coming from after May? It is understandable that you may not want to think about marketing for additional tax resolution work right now, but I want you…


How to Build a Highly Profitable Tax Resolution Business

  tax_resolution_domination_system_toolkit_adIf you are tax professional - CPA, Attorney,…


Tele-Coaching Q/A Call for Exclusive Members

On Tuesday, December 22nd at 10am Pacific Time/1pm Eastern Time, I will be hosting a special tele-coaching call for all Insider's Circle Members. This call is an open question and answer format and the objective of the call is to help practitioners grow their practices, avoid obstacles, and get…


Is Direct Mail In Your Tax Resolution Marketing Strategy?

tax resolution marketing direct mailThe latest reports for 2015 are in, and direct mail…


Register for the Tax Resolution Marketing & Technology Extravaganza and SAVE

Screen Shot 2015-12-01 at 5.36.30 PMAs I write this, I am able to count the spots remaining before the…


Why Add Tax Resolution to Your Business?

If you are a CPA, Enrolled Agent (EA) or attorney who is interested in upping your revenue stream and profits, adding tax resolution to your business is a good move for you. As someone who has been in the tax resolution business for 16 years, here are a few compelling reasons why: • As an attorney,…


Why You Need to Attend the 2016 Tax Resolution Marketing and Technology Extravaganza

Roslyn and I are always learning how to add more value to our members, membership program, and teaching/training materials. Besides learning the latest tips in the industry in marketing, technology, etc., we are so fortunate to have met some inspiring and important people who have been instrumental…


“14 Touch Point” Client Control Management Checklist

(Voice mail messages or sending e-mails don’t count as a “touch-point”. Only “live” conversations do.) 1st call – (24 hours) Review Engagement (scope of work) Letter and timing with client 2nd call – (48 - 72 hours) Verification of facts and circumstances with client about their situation 3rd call…


2016 Marketing & Technology Extravaganza

mtx_logo Don't spend another second of your time reinventing the tax resolution business and marketing wheel. Register for the…


Facing Changes - Rightsizing

change-673006_640pixabayJust like the David Bowie song says, "Turn and face the...ch-ch-ch-changes"…


IRS Penalties Can Often be Reduced to ZERO in 2 Ways

Getting_IRS_Penalties_RemovedThe IRS has over 148 different penalty types they can hit your clients with.…