Success Summit Training Course

CREATE YOUR 12-MONTH MARKETING PLAN FROM MY 3-DAY LIVE TRAINING FROM THE RECENT TAX RESOLUTION SUCCESS SUMMIT. LEARN MY STEP-BY-STEP SYSTEM FOR MARKETING, SALES AND MANAGEMENT THAT WILL GUIDE YOU IN A WAY THAT IS LIKE AN ON-SITE, “LOOK OVER MY SHOULDER” THREE-DAY PRIVATE COACHING SESSION FROM ME.

Get the Tax Resolution Success Summit Course DVDs, Thumb-Drive, and Playbook, where I go “deep” into my step-by-step process as you create your own customized marketing plan using the fill-in-the-blanks, follow-along Playbook. This is specifically for CPAs, Attorneys and EAs who want to start or take their tax resolution practice to the next level!

Because let’s face it, it doesn’t matter how much money you spend on marketing, if you don’t have a system for qualifying prospects, knowing how to get retained and having the client pay your fees up front, you’ve just wasted a lot of money on marketing. 


In this NEW Course from my most recent 3-day Tax Resolution Success Summit Virtual 2021 event, you will receive:

  • Over 10 hours of in-depth, very specific training on 10 professionally edited DVDs and a Thumb-Drive, PLUS the 229 page Fill-In-Template Playbook!

Yes, these are some of the most important strategies I teach in my Tax Resolution Domination System BUT watching these DVD’s and following along in the Playbook is like I’m teaching you “live” in your office. You can focus on the best strategies and Systems for your individual practice.

Fill out your Playbook and complete your individualized written marketing plan. I’ll show you how to figure out what you need to spend on marketing each month to achieve your individual income projections. My Success Summit approach can guide you in a way that is like an on-site, “look over my shoulder” three-day private coaching session from me.

THIS IS A SAMPLE LIST OF SOME OF THE TOPICS I TEACH:

  • Creating Your Marketing Plan
  • Winner’s Mindset and Your Why
  • The Latest and Most Successful Trends in Digital Marketing for 2022
  • Direct Response Marketing & List Building
  • Radio Advertising
  • Intake, Answering Your Phones and Phone Lab
  • Mindset & Inspiration:  Your Relationship With Money –with money expert, Dr. Patty Ann Tublin
  • Anatomy of a Tax Resolution Case
  • How to Handle Sales Objections
  • 30, 60 & 90-Day Implementation Plan and Managing Case Inventory
  • Plus Much More…