Category: Get More Tax Clients

How to Market Your Tax Resolution Services Without Feeling Salesy

Let’s face it—most tax professionals don’t enjoy marketing. But if you want to grow your tax resolution practice, you need to know how to attract the right clients.

Here’s the good news: effective marketing doesn’t have to feel pushy or manipulative. It’s about education, positioning, and trust.

  1. Identify Your Ideal Client

    Start by narrowing your focus. Are you targeting individuals with IRS debt over $25,000? Small business owners with payroll tax issues? CPAs who need help referring cases? The clearer your audience, the easier it is to reach them.

  2. Build Authority with Content

    Clients hire experts—not generalists. Post blogs, videos, and social media content that explains tax resolution topics in plain English. Answer common client questions. The more you teach, the more authority you build.

  3. Use Email Marketing

    Email is still one of the highest-converting marketing channels. Build a list of prospective clients and referral partners, then nurture them with helpful content, case studies, and periodic offers. Consistency is key.

  4. Network with Complementary Professionals

    CPAs, family law attorneys, and bankruptcy lawyers often encounter clients who need tax resolution help. Build relationships with them and offer to be their go-to referral partner. Attend local events, offer free presentations, and send helpful resources.

  5. Use Client Success Stories (with Permission)

    Nothing builds trust like results. Share anonymized or client-approved testimonials and case studies. These stories provide social proof and show what’s possible.

  6. Be Visible Where Clients Are Looking

    Make sure your website is professional, easy to navigate, and optimized for SEO. Include a blog, service pages, testimonials, and a clear call to action. Claim your Google My Business Profile and list your services in local directories.

  7. Don’t Rely on Referrals Alone

    Referrals are great, but they’re not predictable. You need a proactive marketing strategy to consistently attract leads. Combine online and offline strategies so you’re not dependent on just one channel.

  8. Track What Works

    Marketing without measurement is just guessing. Use basic analytics tools (like Google Analytics, email reports, and CRM data) to track where leads come from and what content converts. Double down on what works.

Final Thoughts

Marketing is just helping the right people find you. When you lead with education, authority, and real value, prospects come to you pre-sold. Inside Tax Resolution Academy®, we give you the templates, campaigns, and tools to market your services authentically—and grow your practice with clients you actually want to work with.

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Here’s to working smarter, not harder!

And … Continue reading

Boundaries – The Secret Sauce to a Thrive Tax Practice

Are you a tax professional drowning in a sea of emails, phone calls, and client demands? Do you find yourself working late into the night, sacrificing your personal life for the sake of your practice? Well, it’s time to put on your life jacket and swim to the shore of sanity.

Today, we’re going to talk about the secret world of setting boundaries – the knight in shining armor you didn’t know you needed!

The Golden Rule of Boundaries

Let’s start with a powerful phrase that might just change your life. This is a footnote in my email signature that I put in about a decade ago. Read it and pause for a moment to grasp the freeing possibility this will have on you and your tax practice:

“Please note effective immediately, I will only be checking email and returning phone calls between 11am-1pm and/or 4-6pm. If you need an immediate response, please call the office or email team@yourtaxfirmname.com and see if my staff can answer your question, otherwise, I will respond to you during these times. Thank you for your cooperation and understanding.”

Doesn’t that just sound like music to your ears? It’s like telling the tax code, “Not today, Satan!” But in a more professional way, of course.

Why Boundaries Are Your New Best Friend

Now, I know what you’re thinking. “But won’t my clients revolt? Won’t they think I’m slacking off?” Let me stop you right there, my friend. Setting boundaries isn’t about being lazy; it’s about being smart. It’s like putting up a “Do Not Disturb” sign on your office door, except it’s for your entire life. By setting clear boundaries, you’re not just preserving your sanity; you’re actually boosting your productivity and efficiency. It’s like giving your brain a VIP pass to the “Focus Zone.” When you’re not constantly interrupted by the ping of emails or the ring of phone calls, you can dive deep into complex tax issues (or any other big project you need to do) without coming up for air every five minutes.

The Productivity Paradox

Here’s a mind-bender for you: by being less available, you actually become more productive. I know, it sounds crazier than trying to explain the alternative minimum tax to your grandmother. But trust me, it works. When you set specific times for communication, you’re creating uninterrupted blocks of time to tackle your most important tasks. It’s like having a … Continue reading

Is there really enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!

The Lucrative World of IRS Collections Representation

Are you a licensed tax professional looking to elevate your practice and transform your financial future? Look no further! The world of IRS Collections Representation is calling, and it’s time to answer. Let’s dive into the goldmine of opportunities waiting for you, backed by hard data and real-world success stories.

The Numbers Don’t Lie: A Sea of Opportunity

The latest IRS Data Book paints a picture of immense potential. As of the end of fiscal year 2023, there were over 11.3 million taxpayer delinquent accounts, with a staggering $158 million in assessed taxes, penalties, and interest. That’s not just a statistic; that’s a clarion call for professionals like you to step up and make a difference!

But wait, there’s more!

Add to that 2 million cases of delinquent return investigations, and you’re looking at a vast ocean of clients who desperately need your expertise.

The Math of Success: Your Ticket to Financial Freedom

Let’s break it down:

  • Average case value: $4,000 to $5,000 (a low of $2-3k or as high as 6 figure fees to you, depending on the case)
  • Time investment: 7-8 hours per case (some as low as 2-3 hours or 10-20 hours, but can be more depending on the case)
  • Potential hourly rate: $500+ (but please note, we do NOT bill by the hour)

Imagine adding just one case a month to your practice. That’s an extra $48,000 a year, minimum! But why stop there? With the right systems and support, you could be looking at hundreds of thousands, if not millions, in additional revenue.

Beyond the Numbers: The Joy of Making a Difference

This isn’t just about money. It’s about transformation – yours and your clients’. By stepping into IRS Collections Representation, you’re not just changing your financial trajectory; you’re becoming a lifeline for people drowning in tax debt.

Picture this: A client comes to you, stressed and overwhelmed. You guide them through the process, perhaps securing an installment agreement or even an offer in compromise. Suddenly, they can breathe again. That’s not just a service; that’s life-changing impact.

The Time is Now: Seize Your Destiny

The market is ripe. With only about 50,000 tax professionals handling these cases, there’s more than enough work to go around. In fact, the current caseload far exceeds what any individual can handle alone.

But here’s the kicker: As more professionals enter this field, the … Continue reading