Category: Get More Tax Clients

We are in the profession of helping others. It’s what we do.

It also just so happens that the way in which we do it pays very well.

It’s a win for you, a win for your clients, and a win for society as a whole.

But here’s something you may not think about very often, but is an eternal truth: When your clients make more money, YOU make more money.

The more money your clients have to invest, or the bigger their business grows, the more of your services they consume.

Thus, doesn’t it make sense that you do everything you can to help them grow?

Providing strategic coaching to your clients, to guide them towards greater prosperity, is a service that you can offer. You become a critical asset to the financial well-being of your clients.

How to provide this particular service is the subject of my conversation with Joey Brannon, CPA, tomorrow. If you have any interest in helping your clients grow as people and business owners, you’re going to want to tune in this webinar. Join us tomorrow at 10am PDT (1pm EDT). Go here to register:

https://attendee.gotowebinar.com/register/4060427578765193228… Continue reading

As of 8:00am PDT, May 11, 2020

Practitioner Priority Service (866-860-4259): OPEN

Individual ACS (800-829-7650): OPEN

Business ACS (800-829-3903): OPEN

Main taxpayer assistance line (800-829-1040): CLOSED

Business/Specialty Tax Line (800-829-4933): CLOSED

Tax Exempt/Government Entities hotline (877-829-5500): CLOSED

e-Services Help Desk (866-255-0654): OPEN

Centralized Lien Unit (800-913-6050): OPEN

CAF Units are still closed.… Continue reading

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