Tax Resolution DominationSystem & Toolkit Vol. 2

Your Tax Resolution Client Control & Case Resolution System

Own the Step-by-Step Blueprint For Managing Your Client and Resolving Your Tax Resolution Cases!

The average tax resolution case fee is $5,000 nationwide. What would your life look like if you were retained by one, three, five or ten new clients a month…every month?

My complete Client Control & Case Resolution System that evolved from 16 years of in-the-trenches experience that bolts-on to that bolts-on to any size tax, accounting or law practice! The Tax Resolution Domination System & Toolkit Volume 2 unlocks the EXACT client control and case resolution secrets I’ve used in my own $23 million tax resolution business.

In this binder and Guidebooks you’ll discover:

  • 14 Touch-Point client management system
  • "New Client" Letters, Engagement Letters, Expectation Letters, Case Management & Closing Letters, plus more
  • Templates for making sure the work is getting done
  • How to setup your client files
  • Systems on How to Get Clients to fill-out paperwork
  • What to do when a client doesn't pay you
  • You get filled in IRS forms 433-A, 433A-OIC and form 656 with line by line tips and strategies to help position your client for the best possible result
  • The nuts + bolts of getting the IRS penalties removed
  • How to get your clients' Offers in Compromise, Installment Agreement, & Penalty Abatements approved
  • Ho to prepare delinquent tax returns with no records!!!
  • Step by step walk through examples of real life case studies on how to prepare an Offer in Compromise, Installment Agreement, Partial Pay Installment Agreement, Currently Not Collectible and Penalty Abatement Request. Line by line instructions, tips and strategies on completing a 433-A with examples.

Bonus #1: Two months FREE access to the"Diamond Insider's Circle Program"

Monthly LIVE Training Webinars: Discover cutting edge tips and strategies! Every month Michael teaches new content or invites an expert in the industry to share their expertise in either Marketing, Sales, Case Management or Case Resolution.(Value = $594)

Easy Template Library: 24/7 Access to the plethora of marketing, sales, practice management and case resolution templates including: “swipe and deploy” letters, special reports, checklists, resources and tools in a downloadable word format. (Value = $997)

Q&A Tele-Coaching Calls: This is your month opportunity to get your tax resolution questions answered live by Michael. Even if you don’t have a question, it’s great to listen to your fellow member’s questions—they might ask something that’s helpful to you! (Value = $594)

A Monthly 4-Page Done-For-You Tax Resolution Times: One of the best strategies to use in your arsenal of marketing tools. Every month we deliver to your inbox a done-for-you newsletter to send to all of your clients, leads, and referral sources. (Value = $298)

Michael’s Top 6 Training Webinars: Michael’s most popular past training webinars that will help you succeed in your practice. These will change every few months. (Value = $594)

Lead Generation Landing Page: Have access to a 100% dedicated Tax Resolution Lead Capture landing page! This page will help you capture prospects that leave their contact information, so you can contact and follow-up with them. (Value = $494)

No Hassle Social Media: This includes two monthly curated/top news stories so you're known as the go to authority in your market. Plus, 10 monthly Social Media Posts (for FB, Twitter, Instagram and LinkedIn) to generate clients with the power of social media. (Value = $994)

Technical Case Support: As long as you're a Diamond Member in good standing, we'll be there every step of the way to support you and "hold your hand" to help you work your cases even if you're brand new to tax resolution. (Value = $5,997)

(If you choose, as many do, to keep your Diamond Insider's Circle membership, your monthly investment is just $497 which will be charged to your credit card on file, but there's no obligation and you can cancel anytime.)


Bonus #2: How to Structure Your Fees and Get Paid Upfront

Sick and tired of chasing clients and making those dreaded accounts receivable collection calls? A good portion of which you're never going to collect anyway. Not anymore! This 90-minute training and Guidebook shows you how to implement high-value fixed fee pricing without sending out monthly invoices. You'll learn how and what to charge clients for Offers in Compromise, Installment Agreements, Levy Releases, Penalty Abatement Requests and other tax resolution services. I'll show you how to collect your fees in full before your clients case settles. I'll show you how to predict your future monthly cash receipts using my fixed fee pricing matrix. (Value = $297)

Bonus #3: How to Win an Auditand Be Your Client's Hero

Imagine being Your Client’s HERO by obtaining a “No-Change” Audit! (and make a lot of money doing so!) This Master Class training is on the Thumb-drive and Guidebook where you'll discover how to organize your response to an “Information Document Request” (IDR); Learn what to say to the Revenue Agent to get them to agree with you; You'll know what to say to Clients to get Retained! And you'll know what to charge for Audits; including Case Studies w/ examples! (Value = $297)

Bonus #4: How To GET RETAINED by Conducting the Financial Portion (433A)

Get retained from your remote or in-person consultations! In addition to determining what your prospect is eligible for, the real goal for taking your prospect through a mini 433-A is to GET RETAINED! This training will strategically guide you step-by-step on: What Financial questions to ask and HOW to ask them; How to get the prospect to immediately like and trust you; How to find out what the prospect REALLY wants; And most important: How to CLOSE the deal! This will be delivered digitally to you! (Value = $997)

Bonus #5: How to Resolve 941 Payroll Tax Cases

100,000's of businesses were forced to shut down due to the Pandemic and most of them owe 941 taxes. Payroll Tax Case Fees start at $15,000 and upwards from there! This training will show you step-by-step on How to Resolve in-business entity vs. out-of-business entity 941 Payroll Cases; How to Resolve the related Trust Fund Recovery Penalty Case; How to Remove or Reduce Penalties; and When to use an Offer in Compromise or Partial Pay Installment Agreement! This will also be delivered to you digitally. (Value = $997)

Bonus #6: The "8 Weeks to 10K Rocket Launch Blueprint!"

This is the fast & easy system for attracting at least two pay in advance tax resolution clients right out of the gate! Each week Michael will send you a quick start video where he takes you by the hand and guides you step-by-step to attract qualified leads, close the sale, and resolve your tax resolution cases quickly and easily! Just watch one video each week and take the simple action steps Michael outlines, and you will generate a minimum two tax resolution clients who will be worth $10,000 to you within 8 weeks! Follow this simple, quick-start blueprint and not only will you get an immediate return of at least 5X on your investment, but you'll be on your way to your new six-figure tax resolution business! (Value = $2,376)

This Volume 2 Binder (Nearly 500 pages) Includes Two Modules:

  1. Client Control
  2. Case Resolution

Immediate Online Access:

  • How to Structure Your Fees
  • How to Deal With The IRS Collection Division

Imagine... that you could have a steady stream of people facing IRS tax problems calling your office, knocking on your door, emailing you for help – each and every day

Imagine then that you were able to turn these leads into quality clients – that not only valued you, but also demonstrated that respect by compensating you at the rates you truly deserve... in ADVANCE!