Category: Get More Tax Clients

This past week was amazing.

I’m incredibly fortunate to get to work with a great group of tax professionals. Last week’s Coaching Retreat for Tax Resolution Academy® members created some powerful breakthroughs for those that participated. I was very hesitant about trying to do such an event online, but Dan was confident it would work, and it did. Thank you to each of you that participated, as I always learn a lot from those retreats myself.

That was followed by our first ever Tax Resolution Start Boot Camp conducted on-camera via livestream. Again, I was hesitant that it would work, especially with the case study exercises and group discussions, but it went better than I could have hoped. Based on feedback from this first group, we’ll be making some tweaks for future classes to further adapt the learning experience to the online environment. For all intents and purposes, I am assuming that we will be conducting ALL seminars and workshops online for the entirety of 2020. If you plan to participate in a future session, I’d encourage you to install the GoToMeeting app now and test it in order to be ahead of the curve on any technology gremlins.

This coming week, I am retreating deep into my writing bunker in order to work on a project that I am literally 6 months behind on. For those of you that have already pre-ordered the 2020 Collections case work checklist update, this week’s for you. 🙂

I will re-emerge from the bunker on Friday morning, in order to have a fireside chat with Joey Brannon, CPA. Joey is the founder of Axiom Strategic Consulting LLC, a business advisory firm in Florida. He os also the creator of the Strategic CPA course, a program teaching other accountants how to add small business advisory services to their practice. On this webinar, we will discuss the centrist role that you can play with your clients to help them achieve their long-term goals. This is a conversation I’ve been wanting to have with Joey for literally a year and a half, so I’m super excited about it, and I hope that you’ll join us.

Again, that’s next Friday, March 15, at 10am Pacific (1pm Eastern). Click here to register.

The following week, on May 19th, Dan Henn, CPA will be teaching the best 8821/2848 class on the planet. He normally teaches the two separately, but I … Continue reading

This week, we dive into the exclusion of gain on the sale of a primary residence, learn how to obtain levy releases, chase zebras across the eastern plains of Colorado, and create your 941 marketing plan…

April 27
In spite of the PPP loan program, despite massive layoffs, and regardless of the ERC and extension of time to pay certain FTD amounts, I guarantee you there will be hundreds of thousands of small businesses that accrue new 941 payroll tax liabilities due to the current economic crisis. If nothing else, numerous businesses with March payroll were unable to make their monthly payroll tax deposit by April 15, leaving them with a balance due for Q1. These folks need to know that they have options, and that you can help. How do they learn about those options? From YOUR marketing. Join me on Monday, April 27th for a special session on 941 resolution lead generation marketing. This session is for Tax Resolution Academy® members only. Members, click here to register.

Not yet an Academy member? Tsk, tsk! Learn more about the absolute, hands down, unquestionably BEST program for growing your tax resolution practice right here.

April 28
Join me for a fireside chat with Salim Omar, CPA. We will discuss how you can create stronger bonds with your clients and staff during this new normal of social distancing (since it’s unlikely to go away anytime soon). No CPE for this one, but you should attend anyway. Remember, happy staff = happy clients = happy bank account. Committing to the creation of a 5-start client experience and creating a great team environment, even if everybody is working remotely, ultimately impacts your bottom line. Join us here.

April 29
On this week’s episode of Inside the IRM™, we’re going to discuss IRM 5.11, Notice of Levy, and IRM 5.1.9, Collection Appeal Rights. Levies are a powerful enforcement tool for the IRS, and are the one thing that scares the crap out of a client more than anything else. We’ll cover what the IRS can and cannot levy, along with practical tips for you to obtain both IMF and BMF levy releases. This is an Intermediate level class. 1 CE/CPE hour for both EAs and CPAs. Click here for details.

April 30
Introduction to IRS Collections Representation: Enhanced Edition. Join me for an upgraded 2-hour experience of my classic Sweeping Overview of Tax Resolution. … Continue reading

If you’re a tax, accounting, or legal professional in private practice, you no longer have the luxury of relying on an employer to bring in business that pays your salary. When you’re the business owner, YOU have to generate leads, nurture those leads, book appointments, and close sales.

If you can’t close sales, you’re going to starve, pure and simple.

This reality is a very difficult one for many CPAs, attorneys, and EAs to swallow. They don’t want to be “salesy”. They don’t like to sell. They want nothing to do with traditional sales training and sales methodologies.

Fortunately, there is a type of sales process that is a natural fit for our profession, our personalities, and the nature of our work. It goes by numerous names, including “needs analysis selling” and “consultative selling”.  In today’s online training session, we’ll cover the most important concepts you need to understand in order to utilize this type of sales closing strategy to convert more of your prospects into paying clients via a simple, organized approach that is natural for you, helpful for the client (even if they don’t hire you), and in no way weird, gross, yucky, or slimy.

Most importantly, we’ll discuss pre-set, organized processes for moving a process along the path from prospect to paying client. When you create a conversion system for closing sales, most of the stress and anxiety of the selling process can be dissipated. Plus, when you have an organized system for this, it becomes repeatable, efficient, and tweakable to improve results. In other words, process = profits.

If you don’t already have it, and you’re interested in tax resolution, you should register just to receive the complimentary bonus gift: All registrants will receive a complimentary copy of my Tax Resolution Case Review Worksheet. This is the exact same that myself and many coaching clients continue to use to help them in the sales closing process. On the webinar, we will discuss two different variations on how to use a form such as this one to make your sales process more efficient — and it’s a strategy you can apply to every service you offer, not just tax tax resolution.

Every tax pro needs sales training — even if you don’t want to admit that fact to yourself. Today’s class is a mere $20, and you’ll walk away with practical, actionable advice that you can … Continue reading