Category: Client Management

Your Resolution Practice Is Drowning Because You Run It From Memory

A resolution practice almost never falls apart because of bad tax work.

It falls apart because a Collection Due Process deadline slid past on a Friday nobody was watching. Because a client’s Form 433-A sat in a folder for three weeks while you swore you would “get to it.” Because an Offer in Compromise quietly lapsed when the IRS asked for one more document and the request got buried under forty unread emails.

The tax work was handled. You knew exactly what to do. The case still went sideways, and it went sideways for a reason that has nothing to do with your competence as a practitioner and everything to do with how you run the shop.

Here’s the problem. Most tax pros build a representation practice the same way they built their return practice: out of their own head, held together by memory and adrenaline. That works at five cases. At twenty-five it starts to crack. At fifty it buries you. This is the operational discipline we drill inside Tax Resolution Academy®, and I am going to walk you through the systems that keep a growing caseload from drowning you: defined case stages, a status board you can read in ten seconds, written SOPs, real capacity planning, and the one weekly habit that holds all of it together.

The Problem Is Operational, Not Technical

Let me ask you a direct question. When was the last time you lost a case because you did not know the tax law? Be honest. I am going to guess it has been a while, if it has ever happened at all.

Now ask the harder one. When was the last time something slipped? A deadline you caught at the last second. A client you forgot to follow up with for a month. A document the IRS requested twice before you found it. That kind of slip happens constantly, and it has a different cause entirely.

Here’s what’s actually happening. A tax return has a short life. Intake, prepare, review, file, done. A resolution case has a long, messy tail that stretches across months and sometimes years, with IRS clocks ticking the whole time, multiple documents in motion, and a client who needs reassurance at every turn. You are not managing a deliverable anymore. You are managing a process with a dozen moving parts, and you are trying to do it from memory.

Memory does not scale. Systems do. … Continue reading

How to Raise Your Fees Without Losing Your Best Clients

Every year you hold your price steady, you quietly give your clients a raise out of your own paycheck.

When was the last time you raised your fees? Not “added a line item.” Not “charged the new client a little more than the last one.” I mean actually went back to your existing book of business, the people you’ve carried for years, and told them the number was going up.

For most of the tax professionals I coach, the honest answer is “I can’t remember.” Three years. Five years. If ever! One guy told me he was charging a client the exact same $200 for a return he first quoted in 2014. Same client. Twelve years. Same two hundred bucks.

Read that again. Twelve years of inflation, twelve years of harder returns, twelve years of your time getting more valuable, twelve years of expenses increasing and the price never moved.

You are not running a practice. You are running a charity, and you’re the donor.

Here’s the promise. In this post I’m going to walk you through exactly how to raise your fees without watching your best clients walk out the door. The math behind why you have to. The real reason you haven’t. The script, almost word for word. And what to do with the handful who push back. This is the same kind of practice-building work we teach inside Tax Resolution Academy®, and the willingness to send one letter is the only thing it costs you.

The Math You’ve Been Avoiding

Let me do the arithmetic out loud, because the numbers are uglier than you think.

Say you’ve held a client at $400 a return since 2019. Feels loyal. Feels like good service. Now run the inflation on it. To have the same buying power as that 2019 $400, you’d need to charge somewhere north of $500 today just to stand still. So you didn’t “hold your price.” You gave that client a raise every single year, out of your own pocket, without them ever asking.

Now stack it. Say you’ve got 200 clients and you’ve been underpricing the book by an average of $150 each. (Your numbers will vary. These are illustrative, not a promise.) That’s $30,000 a year. Gone. Every year. Not theoretical money, not “potential.” Real revenue you earned the right to and chose not to collect.

And here’s the part that should sting. That $30,000 isn’t sitting in a … Continue reading

The Follow-Up System That Revives Prospects Who Went Silent

Most tax pros quit after one follow-up. The ones with full pipelines quit after twelve.

So here is the number that should bother you. How many prospects this year had a great consult with you, said something like “this sounds perfect, let me talk to my spouse,” and then vanished into thin air? You sent one follow-up email. Maybe two. They went quiet. So you decided they “weren’t serious” and you moved on.

Here is what that decision actually cost you. And here is the exact follow-up system to get those people back, built by the team at Tax Resolution Academy® for practitioners who are tired of watching warm leads rot in their inbox.

The Money You Are Leaving in the Inbox

Let’s do the math out loud, because the number is uglier than you think.

Say you talk to four serious prospects a month. Real conversations. People with a Notice of Intent to Levy in a drawer, or three years of unfiled returns, or a CP2000 they do not understand. Of those four, say two go silent on you after the first conversation. That is twenty-four ghosted prospects a year.

Now say your average resolution engagement runs somewhere around 3,500 dollars. (Illustrative only, your fees and results will vary by case, scope, and complexity. This is not a promise of revenue.) If even a third of those silent prospects would have hired you with proper follow-up, that is eight clients. Eight times 3,500 is 28,000 dollars (and for a practice doing larger Offer in Compromise or audit-defense work, that number climbs into the tens of thousands fast).

Read that again. Twenty-eight thousand dollars, gone, not because you lost the sale, but because you stopped talking to people who had not actually said no.

Here’s the problem. Silence is not rejection. Silence is almost always one of three things: fear, distraction, or shame. The taxpayer who owes the IRS 60,000 dollars is not ignoring you because they found a better preparer. They are ignoring you because they are terrified, because their kid got sick, or because they are embarrassed they let it get this bad. None of those are “no.” All of them are “not yet, and I need you to make it easy for me to come back.”

You are not chasing people who rejected you. You are rescuing people who froze.

Why “I Don’t Want to Be Annoying” Is Costing You Clients

I … Continue reading