Free Online Tax Resolution Training

Since 2012, Jassen Bowman has been teaching tax resolution case work, marketing, and practice management to other tax professionals. In 2014, he finally got the bright idea to formalize it into continuing education, and obtained IRS approval for CE. In 2015, he added NASBA to the marriage to grant CPE to CPAs. The company has also previously been directly registered with the Washington and Utah state bar associations to grant CLE to attorneys, plus nearly two dozen states have granted CLE credit for Jassen’s classes either through comity or individual submission by the attorney.

Jassen has now presented over 500 live seminars and webinars on tax resolution topics. Over 2,300 CPAs, Enrolled Agents, and tax attorneys have attended his tax resolution boot camps, and 20,000 tax professionals per year attend his live CPE webinars. Now, along with teaching colleague Dan Henn, CPA, the adventure continues. Together, they have created the most comprehensive tax resolution training curriculum in the country, recently launching the Certified Taxpayer Representative™ program.

But before you delve into the much deeper CTR™ training, we think it’s important for you to get a taste of what you’ll learn, see what the teaching style is like (Jassen 100% admits that he’s not to everybody’s taste), and see whether or not this is really an area of tax practice that you want to delve into. Thus, this page collects some recordings of past trainings that you may want to delve into.

To earn 6 CE/CPE hours at no cost, check out our current Tax Resolution Sweeping Overview Series. There is no cost for these classes, which are presented live every Wednesday on a rotating basis throughout the year.

 

Recordings From Older Classes

Webinar Replay: IRS Collections: A Sweeping Overview

Webinar Replay: Innocent & Injured Spouse Overview

Webinar Replay: Resolving 941 Tax Debts

 

Start Your Tax Resolution Academy® Membership Today & Receive…

✔ Weekly Tax Resolution Q&A Calls

✔ New “Done For You” content marketing material each month

✔ The most in-depth Marketing Materials Library available in tax resolution

✔ Detailed marketing and sales training to get new clients fast

✔ Over 60 hours of on-demand CPE + weekly live CPE webinars covering all aspects of working tax resolution cases

Click here to start your membership.

Welcome to your Tax Resolution Essentials bonus resources page. This page includes several resources to help you launch your tax resolution practice.

Client Attraction

First, there are certain fundamental marketing principles that all tax professionals need to know. In this 34-minute video, you’ll learn exactly what those direct response marketing fundamentals are and how you’ll use them to grow your business. This video was originally recorded in 2012, and it’s based on marketing principles that date back to the 1920’s, but it’s still every bit as valid today. Enjoy!

 

Next up, How to Find Your First Tax Resolution Client. In this half-hour video, I show you exactly the steps to take to do exactly that. Watch it once, then watch it again while taking notes, then watch it again with your notes in hand. Then, go forth and apply, and get that first client!

 

Last but not least, learn how to create an IDEAL™ tax practice by working only with the best types of clients for YOU. In this 1 hr, 17 min video, you’ll learn how to identify your IDEAL™ target market for tax resolution, which will set the stage for more effective and more efficient marketing.

 


Representing Clients

We offer weekly CPE webinars covering a wide variety of tax resolution topics. These classes range from our FREE Sweeping Overview series of classes, to the incredibly detailed, comprehensive 2-hour classes that are part of the CTR™ (Certified Taxpayer Representative™) curriculum (normally $89 per 2-hour class, but included with full Academy membershp). For the current schedule, see our Eventbrite listings.


Quoting Fees & Daily Marketing Checklist

Now that you have the foundations in place for growing your tax resolution practice via effective, targeted direct response marketing, and understand the basics of representing clients, it’s time for you to set your fee structure and do some marketing.

In fact, marketing implementation needs to be a DAILY task. No matter what size you want your practice to be, you must set aside daily marketing time if you want to grow. I have created a Daily Marketing Checklist that will show you an example of the exact types of tasks you should be doing each day to move your business forward.

Here’s something else: What about quoting fees? The single most frequently asked question I get from readers here has to do with the quotation of tax resolution fees. I’ve created a detailed answer to this exact question, in which I open the kimono and give you a detailed look at the exact process I use for quoting fees.

These two guides, plus much more, are contained in a special edition of The Profitable Accountant™ newsletter, which I have assembled for your reaching pleasure. Click here to access the PDF.

New issues of The Profitable Accountant™ newsletter are mailed each and every month to active Tax Resolution Academy® members.

Ready for the next step?

Now that you’ve learned the basics, I invite you to step up to the big leagues and join us inside the full member community here at Tax Resolution Academy®. Click here to join.

 

Start Your Tax Resolution Academy® Membership Today & Receive…

✔ Weekly Tax Resolution Q&A Calls

✔ New “Done For You” content marketing material each month

✔ The most in-depth Marketing Materials Library available in tax resolution

✔ Detailed marketing and sales training to get new clients fast

✔ Over 60 hours of on-demand CPE + weekly live CPE webinars covering all aspects of working tax resolution cases

Click here to start your membership.