The 3 Biggest Tax Resolution Practitioner Mistakes

What are the 3 biggest mistakes that most tax resolution practitioners make?

Don't know? Watch my video now to learn the 3 biggest mistakes that you want to avoid as a tax resolution practitioner.

Michael Rozbruch - Top 3 Tax Resolution Practioner Mistakes

The first one is they don't accept credit cards.

I can't tell you any professional services firm today that doesn’t accept credit cards. You are leaving so much money on the table and losing out on sales if you're not able to process and accept credit cards from your tax resolution clients. Check with your bank today and I’ll bet you your bank offers credit card processing services. So if you don’t provide this service now, make sure you change that and start accepting credit cards.

The second biggest mistake I see practitioners make is they don't follow up on their leads.

It's costing you $50, $75, $100, even $200 or more for a qualified lead. Why in the world would you not follow up with them after you've already spoken to them and they haven’t retained you? Most professionals forget about the lead after they talk to them or only follow up once. It takes five to eight “touches” with a perspective client before they become a client. You're leaving a lot of money on the table if you don't follow up with your leads. As a matter of fact, 67% of your revenues are going to come in between the 14th day and the 180th day, that's six months after you've had the initial consultation!

The third biggest mistake I see practitioners make today is they try too hard to sell.

As a matter of fact, the less you try to sell the more sales you will make. In other words, pull the sale away from the client. Do the takeaway. For example, in my very first conversation with the client when they're sitting across the table from me or on the phone, I'll say "Hey Joe, I don't know if I'm the right person, or if we're even the right firm who could help solve your IRS problems, but to see if I may be able to help do you mind if I ask you some questions?" Just that phrase alone will remove the defensiveness from your perspective client. This cuts out all the formality and now you’re just having a casual conversation with your neighbor Joe. So don't try too hard to sell.

If you want to get retained by one new tax resolution client a week you need to be spending 80% of your day generating leads and speaking with prospective clients.

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Interested in learning more about adding $20,000 a month in additional income? If so, attend my deep dive workshop called “The Five Secrets to a Million Dollar Tax Resolution Practice”. You'll be entered for FREE and I'll see you on the other side!