Last chance to pre-order “Tax Resolution Systems” and save 50%

There are only a few hours remaining for you to pre-order the first edition of the Tax Resolution Systems manual. I’m meeting with my local printer at 3pm Pacific today, so I absolutely need a final unit count prior to that.

If you’ve been on the fence about ordering, don’t forget that, after today, the price for this complete set of checklists for running a tax resolution practice will go up to it’s normal price.

Order your copy here –https://taxresolutionacademy.com/systems

If you’ve never used a checklist-based system to do anything in your practice, then you’re in for a high-efficiency injection of organization and systemization into your practice by following checklists.

This manual includes checklists for everything from your lead generation marketing and conducting sales consultations, all the way to actually resolving the tax debt itself. Using checklists like these to establish procedures and routines in how you do things streamlines your entire operation. It sets standards that you can enforce upon your employees. It also makes your practice worth more if you intend to sell it.

You’re always going to want to spend time tweaking and improving systems, and creating new ones for unique situations in your own practice. And most tax professionals intuitively know this. The problem is that it’s such a daunting task to get started, because nothing like the Tax Resolution Systems checklist compendium has ever existed before.

In exchange for this 50% off price, all I ask is for your feedback on the manual itself. If a checklist step doesn’t make sense, or you think of a checklist that should exist but I didn’t think of it, let me know. All users will be mailed an “update packet” in October with any significant additions/revisions.… Continue reading

IRS announcement creates massive market opportunity

One of the things I try to impress upon readers requires a slight mental shift. Namely, I encourage you to view any governmental policy or tax law change with a slightly different eye. You’re reading IRS e-News anyway, so read it with an eye for uncovering new marketing opportunities.

In case you missed IR-2013-72 last Thursday, the IRS is now going to treat all same-sex couples that were legally married in a jurisdiction where the marriage was lawful as married for all federal tax purposes, regardless of where that couple now resides.

This recognition, in response to the Supreme Court case in which certain provisions of the Defense of Marriage Act were struck down, even applies to same-sex marriages performed in foreign countries.

Now I realize that you may have a very strong personal belief about the same-sex marriage issue. Heck, I’m sure more than one person has already quit reading in disgust, and that’s their perogative. But if you’re still reading, this is something you can possibly capitalize on in your practice.

In terms of policy changes or tax law changes over the course of the past two years, I consider this to be only the third seriously significant, massive marketing opportunity that such changes have created. Last year, of course, came the Fresh Start initiative and the associated changes to Streamline Installment Agreements and the calculation of RCP on Offers in Compromise. The start of 2013 brought us the Fiscal Cliff situation and resulting legislation. The marketing opportunity created by this latest policy change is just as profound.

Finding data on the number of legally married same-sex couples in America was actually difficult. Reuters reports a number of about 130,000, and CNN gives us a 150,000 figure. More states have recently legalized this, and it is quite likely that more states will also do so in the coming years. Add in the unknown number of foreign same-sex marriages, particularly Americans that have visited Canada for this purpose, and the number becomes quite large, and will continue to grow.

Regardless of your own orientation, there is a huge market opportunity here, particularly for folks in either large cities or much more politically liberal cities. I imagine that any community large enough to have a local LGBT publication or business directory is going to be big enough for a tax practitioner to capitalize on the IRS same-sex marriage decision.

Practitioners that choose to … Continue reading

Tax Marketing Advanced Tutorial: The one hour per day marketing checklist (with 4 hour expansion pack)

I have long advocated that marketing needs to be a daily priority within your tax practice. In fact, unless the building is burning down, it’s your absolute, number one, top, nothing-else-matters priority for running your business.

Never forget: Without marketing today, you have no new clients tomorrow.

The point of this checklist is to provide you a tool for accomplishing your marketing tasks with laser-focused efficiency. This checklist should be completed during the time of your day when you are at peak performance. Your marketing deserves the best you can give it each day.

For many practitioners, the nature of running a busy practice makes it difficult to do these tasks during the regular work day. Certain items on this checklist can (and often should) be delegated to staff members, with you verifying their completion. But some items require your undivided attention, and I’d encourage you to consider arriving to the office before any other staff each day in order to accomplish these important revenue-generating tasks.

Do note that this is not a marketing startup checklist. Rather, it assumes that you already have the referenced systems in place, and this is your daily roadmap for operating those systems. If you are focused on doing the tasks, and have systems in place, then you can easily hit the by-the-minute markers indicated.

The “bonus points” section of this checklist, which includes tasks that can take several additional hours each day, helps you to achieve ideal tax practice growth. Finding ideal clients, creating marketing systems that feed long-term lead generation on autopilot, and tapping into more complex and lucrative lead generation channels.

To get this checklist, which is combined in the same PDF as our fee quotation guide, sign up for our email list here and it will be sent to you automatically.… Continue reading