Category: Get More Tax Clients

The Art of War – Working with Clients, Setting Boundaries to prevent an invasion

Greetings, valiant warriors of the of the tax code! In the grand arena of financial combat, where numbers clash and deductions duel, you stand as the fearless generals leading the charge. But even the most skilled tactician must not only face the external foes of complexity and ever-changing regulations that the IRS and Congress gives us but also manage the allies (clients) within their own camp.

Ah, yes, clients! The very lifeblood of our practice, as essential to our survival as air to a dragon’s flame. Yet, like a double-edged sword, they can uplift or undo us. Fear not, for I come bearing the ancient scrolls of wisdom to guide you in mastering the art of client management, ensuring you rule your practice with the authority of a seasoned commander, setting boundaries as formidable as castle walls.

1. Assert Your Dominance: You Control the Battlefield, Not the Invaders

Remember, brave souls, your practice is your kingdom, and you are its leader. The standards you set are the laws of the land. When clients enter your domain, they do so to seek your expertise, your guidance through the treacherous tax terrain. It is essential to make it known that while their input is valued, it is you who charts the course of the campaign. The map is in your hands; you know the shortcuts and the pitfalls. Stand firm, for a kingdom without rules is but a village awaiting conquest.

2. The Fortress of Boundaries: Erecting Impenetrable Walls

As any seasoned warrior knows, a fortress with weak defenses invites disaster. Thus, you must construct unassailable walls in the form of clear, explicit boundaries. Office hours are your drawbridge; services offered are your moat. Let these boundaries be known from the outset, and make no exceptions, for the moment you do, the enemy spies weakness. A boundary respected is an alliance strengthened. This includes not responding to email, texts and phone calls immediately.

3. The Ritual of Firing: Banishing the Unruly from Your Kingdom

Alas, there comes a time in every ruler’s reign when they must face the unpleasant duty of banishing those who defy the laws of the land. Clients who consistently breach your walls, ignoring the sacred boundaries you’ve set, must be sent forth from your kingdom. This is no act of cruelty but a necessary purification, ensuring the health and prosperity of your realm. Let it be known that your practice is not a

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If you don’t have a CTA in your marketing you might as well be burning your money!

In the thrilling world of taxes (yes, you heard that right – thrilling), there’s a secret weapon that can transform your marketing from “just another tax service” to “the tax warrior we need”. That weapon? The mighty Call to Action (CTA). Let’s dive into why this is a game-changer for those dealing with IRS collections or exam prospects and how you can use it to your advantage.

First, a quick refresher: a CTA is like that friend who tells you to stop pondering over the menu and just order the cheesecake already. It’s a direct instruction that encourages your potential clients to take immediate action. In tax lingo, it’s the difference between a prospect saying, “Hmm, interesting service” and “Take my money, you tax wizard!”

Why CTAs are as Important as Your Calculator:

  1. Grabs Attention: In the vast ocean of tax professionals, a well-crafted CTA is like a lighthouse guiding ships (clients) to safety (your services).
  2. Generates Leads: A compelling CTA is like a magnet. It attracts prospects dealing with IRS collections or exams and turns them into leads faster than you can say “deduction.”
  3. Creates Urgency: With CTAs, you can inject a sense of urgency. “Contact us before the IRS knocks on your door!” is more compelling than “We deal with IRS stuff.”
  4. Guides Clients: A CTA acts like a GPS, directing your clients exactly where you want them to go – towards your services.
  5. Measurable Results: By tracking responses to your CTAs, you get real data, not just a hunch. It’s like knowing the exact amount of coffee you need to survive tax season.

CTA Examples for IRS Collections and Exam Prospects:

  1. For the Collection Fretters: Imagine a client, scared of the IRS collection process, stumbles upon your website. A CTA like “Schedule a Free Consultation to Tackle Your IRS Collections Woes!” can be the comforting hand they need. It’s like saying, “Don’t worry, I’ve got a black belt in dealing with the IRS.”
  2. For the Audit Panickers: Then there are those trembling at the thought of an IRS exam. A CTA such as “Click Here to see how we can reduce the damage of that IRS Audit!” acts like a warrior’s shield, making them feel protected and ready to face their fears.

The Art of Crafting the Perfect CTA:

  1. Be Clear, Not Cryptic: Your CTA should be as clear as the fact that taxes are inevitable. Avoid jargon and be straightforward.
  2. Create
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How to Ask Your Clients for a Review or Testimonial: A Fun Guide for Tax Pros

It’s time to talk about something that can be as tricky as explaining the alternative minimum tax to a new client: asking for reviews and testimonials. Don’t worry, though. We’ve got some tips to make it as easy as pie (or as easy as a 1040-EZ, at least).

1. Timing is Everything

Just like you wouldn’t ask for dessert at the beginning of a meal, timing your request for a review is crucial. The best time is right after you’ve successfully navigated the stormy seas of the IRS on their behalf. Their relief and gratitude make this the perfect moment to ask. When they are happy and express their feelings of gratitude toward you and your staff, that is the best time to ask.

2. Keep It Simple

Let’s face it, tax talk can be complex. But asking for a review? That should be simple. Try something like, “Hey, if you feel like we’ve done a great job, would you mind sharing your experience online? It really helps us out.” Straightforward and to the point, like a well-organized spreadsheet.

3. Options, Options, Options

Some clients are tech-savvy, some prefer the good old pen and paper, and some might just be naturals in front of a camera. Offer various options:

  • Google My Business: For the digital aficionados. It’s quick, it’s easy, and it’s great for your online presence. Plus, who doesn’t love a five-star rating? Send them a link in an email to make it easy.
  • Video Testimonials: For the Spielberg wannabes. A short video can be a powerful way to capture emotion and enthusiasm. Plus, it’s a chance for them to be a star!
  • Written Testimonials: Old school but gold. Written testimonials are timeless and can be used in multiple ways, from your website to your office wall.
  • Text Reviews: For the modern, on-the-go client. A quick text message can be an easy way for them to give a thumbs up.
  • Oh, and don’t forget to ask if you can use any of these in your marketing!

4. Show Examples

Sometimes clients need a little inspiration. Show them some stellar examples of reviews or testimonials you’ve received in the past. It’s like showing them a perfect tax return as a model. Don’t be afraid to write it for them. Send it to them and ask if they like it or they can edit it as they deem fit. Also, ask them

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