Tax resolution is about helping a taxpayer who cannot resolve their problem with the IRS by themselves, and who needs professional representation to permanently end the problem. It’s an advisory service to a painful problem, and an ability to help people with one of the most secret and darkest areas of their life—all while making more sales and profits than you do from compliance. If you help someone with tax resolution, they’re a client forever. We’ve built out every step of the marketing, sales and service delivery to help you add tax resolution as an advisory service to your tax firm.
Attracting Tax Resolution Clients Takes a Different Approach
While everyone needs to prepare their tax return, not everyone needs tax resolution. It’s a very specific moment in someone’s life when they get that letter from the IRS stating that there is a problem. And because tax resolution is an event-driven service, we have to craft our marketing to capture people in this key moment in their life. Here are the best ways to get clients for tax resolution which we’ll help you implement:
Facebook & Google Ads
Referrals from accountants
Design a Sales Process to Get Paid Upfront
People who haven’t been paying the IRS may not pay you. We’ve designed a sales process to ensure you get paid upfront, credit card/ACH on file, and have the ability to charge more if you run over in scope. We’ll help you design:
Pricing and terms
Sales presentation and sales representatives
Templates to handle objections
Learn How to Help the Client Face the IRS, and Get Support From Expert Coaches
Tax resolution is not the same as tax preparation and planning. There are very specific strategies to address issues with the IRS and get your clients the best results. We’ll give you the support you need to help clients with each of these scenarios:
Not everyone can deliver tax resolution services. In order to represent clients, you must be one of the following:
Certified Public Accountant (CPA)
Enrolled Agent (EA)
How Do You Price Tax Resolution?
You may perform an offer in compromise, penalty abatement, release of bank/wage levy, Innocent Spouse Relief, audit representations, installment agreements etc.
How much do they currently owe to the IRS?
What type of resolution engagement are we looking at performing?
How much do you think you can save them, based on errors or negotiating with the IRS?
Are there any personalities or neediness that should be taken into account?
Does accounting also need to be done to complete the work?
Price targets: No less than $2,500 paid upfront and we want to charge $5k+ per client. If you can save them a certain amount, you want to charge 30% of the estimated savings. Also, keep in mind that these are generally very troubled clients. They aren’t paying the IRS, so there’s a big risk that they won’t pay you. Never start work unless you have their payment information on file and have been paid upfront, in full.
Be sure to qualify: “If we do go over the $X,XXX retainer, we’ll bill hourly after that.” This happens all the time with tax resolutions, so make sure this is clear upfront.
How Do We Get Clients for Tax Resolution?
Facebook and Google Ads
You can launch advertising campaigns on Facebook and Google targeting people who have tax problems, or who are in higher-risk categories. At the same time, set up an automated funnel to convert them from first click to application and appointment.
Use LinkedIn to connect with business owners in your local area or across the U.S. Let them know your focus on tax resolution and helping people fight against the IRS. When they or someone they know needs help, they’ll reach out.
Referrals From Accountants
Because you have to have a Juris Doctor (JD), CPA or EA to perform tax resolution services, many accounting firms come across potential clients, but can’t actually service them for tax resolution. If you partner with accounting firms, you can receive referrals when they aren’t able to fulfill.
You can pull the last 30 days’ worth of lien information from any state. This costs less than .25 cents or .10 cents per person nationwide. Each month, there are 400,000-500,000 new cases, totaling over $10,000 per case.
After getting contacts from various sources, you’ll want to add them to your email list. Each week you can send 1–5 emails, or as many as 2 emails per day, with case studies and incentives for your contacts to book an appointment with your tax firm for a consultation.
Our Clients Say It Best
Grow your tax firm with tax resolution, like these firm owners.