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 Training Course Thumb-Drives 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 2023 Virtual Tax Resolution Success Summit event, you will receive:

  • Over 13 hours of in-depth, very specific training on 3 professionally edited Thumb-Drives, PLUS the 230 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 thumb-drives 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:

USB - DAY #1:

Session 1 - Why You Why Now?
Session 2 - Three Simple and Affordable Strategies to Getting Clients
Session 3 - The Psychology of Tax Resolution Clients and How to Sell to Them.
Session 4 - How to Represent Your Client Before the IRS with Parham Khorsandi, Esq.
Session 5 - Free Google Tools and SEO that will get you clients with Nick Morgan, Perfectus Labs

USB - DAY #2:

Session 1 - Keynote Presentation
Own Your Life with Diamond Dallas Page, WWE Hall of Famer
Session 2 - How I Generate 7-Figures a Year Using Facebook Ads by R.C. Thornton, EA
Session 3 - How to Make Money with the Leads You Already Have!
Session 4 - Laser Coaching with Michael Rozbruch & Dave Dee!

USB - DAY #3:

Session 1 - Success Mindset: Turning Objections into Opportunities
Session 2 - AI Mastery in Tax Resolution with Lior Weinstein
Session 3 - How to Represent Your Clients in an Audit and WIN! with Parham Khorsandi, Esq. Tax Resolution Attorney
Session 4 - Mapping Your Success: Your 30, 60, and 90-Day Implementation Plan!