Category: Get More Tax Clients

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

We have a jam-packed week for you, including a PPP update covering forgiveness criteria, del ret cases, sales training for tax pros, and our first ever webinar on the topic of IRS Examination.

Lettuce begin…

Tax Resolution Office Hours. April 20, 10am PDT (1pm EDT). For Tax Resolution Academy® members only. Bring your case work, marketing, and practice management questions for in-depth dissection. Members, click here to register.

Intro to Audits: A Sweeping Overview of IRS Examination Representation. April 21, 10am PDT / 1pm EDT. Dan Henn, CPA kicks off our brand new IRS Examination curriculum with this broad overview of the field examination process. 1 CE/CPE hour for both EAs and CPAs. Click here to register.

Basic Sales Training For Tax & Accounting Professionals. April 22, 11am PDT / 2pm EDT. Sorry to break it to ya’, but if you’re in business for yourself and you can’t close sales, then you’re not going to be in business very long. “Traditional” sales training is abhorrent to most accountants, so you need to learn a sales process that is a more natural fit for our profession. On this webinar, you’ll learn that process. No CPE, but your bank account will thank you. Register hither.

Inside the IRM™: Delinquent Return Investigations – Enforcement Determination. April 23, 11am PDT / 2pm EDT. What steps does the IRS take when they are unable to secure an original return from a taxpayer. What enforcement mechanisms are available to them? How can you, as the taxpayer representative, get closure on del ret investigations? All shall be revealed next Thursday. 1 CE/CPE hour for CPAs and EAs alike. Achieve awesomeness here.

And last but not least, we arrive at Friday…

SBA Paycheck Protection Program (PPP Loans). April 24, 11am PDT / 2pm EDT. The SBA released another interim final rule on April 15, four days after our last PPP CPE presentation, and 1 day before funding was exhausted. So, we’ve got that to talk about. Lots of stuff about forgiveness. Dan is working up a handy, dandy cheat sheet for you, too, which you’ll receive as a special bonus when you register. Plus, who knows what Congress might do in the next few days, we may have even more new stuff to talk about! 🤪 1 CPE hour for CPAs. Get the goodness.

Don’t forget that you … Continue reading