By Ed Mendlowitz
The CPA Trendlines Practice Doctor
If you want leads to get business from large companies for tax services, consider hiring a sales person.
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The sales person should be a “professional” sales person and does not need to be an accountant.
There is much high-ticket tax work an accounting firm can do. Some are:
- Corporate tax returns
- State tax returns
- Excise tax returns
- A SALT compliance review of the companies activities
- Individual tax returns for foreigners working in the U.S.
- Financial planning for semi-high-level executives that will include tax preparation and planning
- 401k investment planning
- Representation at tax examinations
- A “tax” audit of certain transactions or to check on overall company exposure
- Tax research for contemplated transactions
- Second opinions of selected transactions
- Tax planning for the owners or high-level executives
- Estate planning for these executives
- Employee benefits tax consulting
- Succession planning
Using a sales person to open leads is an effective way to get additional business and is used universally in business, so why not used by you?