building a tax resolution business

Use Online Chat to Gain New Tax Resolution Clients

One of the most effective and least expensive ways you can get retained by new tax resolution clients is by using online chat on your website as a marketing strategy. You want to give your prospect every opportunity to contact you today. One inexpensive way is by utilizing online chat on your…


What You Shouldn't Be Doing to Get Tax Resolution Clients

This week I want to talk to you about something you shouldn't be doing, and that's buying leads from lead aggregators. Watch my video to find out more about why you shouldn’t buy leads from lead aggregators. In case you didn’t know, lead aggregators are firms posing as tax resolution companies…


Effective Brochure Marketing for Tax Resolution Business

Two questions I always get asked are: "Michael, what should be in my brochure?” And, “How should I do my brochure?” Watch my video now to learn all about brochure marketing. One of the first things you need to know is that a brochure is “salesmanship” in print. A brochure is designed to do the…


Biggest Fears About Doing Tax Resolution Work

Do you know the biggest fear CPAs, EAs and Attorneys have about doing tax resolution work? You might think it’s the marketing or selling the client—but actually the biggest fear most practitioners have, especially beginners, is actually doing the work! CPAs, EAs and Attorneys feel they need to know…


Tax Resolution Marketing Tip: Benefits vs. Features

In a recent blog post I wrote about the 3 winning ingredients for a successful direct marketing campaign (read it here). The first key I described was the importance of having a Unique Selling Point (USP). Today I want to talk to you about the second key: Benefits vs. Features in Your Marketing…


Tax Resolution Summit - Are You Registered?

Roslyn and I recently attended one of our favorite events, Brendon Buchard’s High Performance Academy. We’ve been to this event in the past and learned a great deal about how to make the best use of our time and been motivated to be our best selves. The previous year’s event was so beneficial that…


Why Tax Resolution Practitioners Need Online Chat

One of the most effective and least expensive ways you can get retained by new tax resolution clients is by using Online Chat. Watch my video by clicking here or below to see how it works. Here is the takeaway from my video: You want to give prospects every opportunity to contact you today. One…


Getting More Referrals in Your Tax Resolution Business

Do you know what the 3 ingredients are to consistently receive referrals from your clients? Dan Kennedy calls this “The Three I's”: Intentional, Investment and Integrated. Watch my video to learn how "The Three I's" can get you more referrals to your tax resolution practice.  The first ingredient…


Tax Resolution Marketing Strategy: Answer Your Phone

You’re relying on various marketing strategies and probably spending between $100 and $200 to attract a prospect to contact you. At last, a call comes through and the phone rings. Do you answer your phone live or will the prospect’s call go to voicemail? By calling, this person just telegraphed a…


Marketing Tip: Utilizing Press Releases

There are dozens of marketing strategies at your disposal, are press releases part of your marketing mix? Click here to watch my video about press releases now: Here's what you should put in a press release: Mention any awards you've received in the recent past, even going back six months or a…


Recharging After Tax Season!

You're in the home stretch. Tax Season is almost over! I want to talk to you about taking 5 minutes of your time right now. This video isn't going to be 5 minutes long, but after I'm done I want you to take 5 minutes for yourself and write down what you're going to do after April 18th. In other…


Think Outside the Big, Orange Box

Unlike my wife, Roslyn, I’m not the type of person who reads for pleasure...most of the time. What reading I do is about business — marketing and sales books are my go-to. So when Roslyn recommended I read a memoir, “Shoe Dog” by Nike co-founder and chairman Phil Knight, I wasn’t sure I’d be…


Successful Tax Resolution Professionals

"Successful people do what unsuccessful people are not willing to do. Don't wish it were easier; wish you were better." - Jim Rohn Being a successful tax resolution professional means doing MORE than the competition. More marketing, better marketing, offering the best case resolution experience,…


Top Tax Resolution Marketing Posts

Marketing is one of the three legs that always needs to be strong to keep your company standing...I call this the Tax Resolution Triangle to Profits. A healthy practice has healthy sales, operations and marketing. As for marketing management, I practice what I preach! My team and I keep track of my…


"Roz Strategies has Changed my Professional Life"

I received this letter via email this week - this CPA's success story is too good to keep to myself. I am so humbled and honored to do what I do and SO PROUD of my members who apply my practices. The real magic happens when you apply the strategies! "Michael, I wanted to send you this note to let…