Here’s what you’re looking for: Jassen Bowman

Not all preparers are the same.

By Jassen Bowman

It is vital that all tax office staff thoroughly understand their role within the organization and comprehend their responsibilities.

MORE: How to Build a Tax Resolution Business | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing | How Tax Resolution Works
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Cultivating a culture of innovation is important, especially for a rapidly growing organization, but order must also be maintained. When everybody knows what’s expected of them, life becomes much happier and people work better together.
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Automated touches are the key.

By Jassen Bowman
Tax Resolution Systems

This is the story of a small CPA firm (three partners at the time, now five) in New York City that hired me in January 2011 to help them grow their tax resolution business.

MORE: Focus On Your Ideal Clients | Are You Quitting on Leads Too Soon? | Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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This was one of my first such consulting projects. I worked with them to create a written, systematic and scheduled marketing process to drive sales of this service, which then fed sales of their other service offerings.
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Netting just one recoups your costs.

By Jassen Bowman

The ideal client prospecting campaign is established with the distinct goal of creating a relentless, never-ending effort to literally have 100 percent of these prospects become your client.

MORE: Are You Quitting on Leads Too Soon? | Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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For most firms, this list won’t be that long. It may run from as little as a dozen ideal prospects, to at most a couple hundred.
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Marketing requires ruthless accountability.

By Jassen Bowman

At all times and in all circumstances, you need to hold your marketing ruthlessly accountable for results.

MORE: The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
Exclusively for PRO Members. Log in here or upgrade to PRO today.

This is an inherent difference between direct response marketing and image advertising or branding. In a practical sense, this means that you need to test, track and measure everything you do in your marketing.
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5 tasks to tackle every day.

By Jassen Bowman

For solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.

MORE: Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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For the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each.
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Because first, you need clients.

By Jassen Bowman

If your experience is primarily in the tax return preparation arena, then you are most likely used to the service being what is referred to as a “lay down” sale, meaning you really don’t have to sell.

MORE: How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax ResolutionExclusively for PRO Members. Log in here or upgrade to PRO today.

As an optional service that many people just aren’t familiar with as an option, tax resolution actually requires a little bit of sales skills. I think it’s important for you to have a handle on the key benefits that you bring to the table for potential clients.
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One of these is actually a violation of tax code.

By Jassen Bowman

Tax resolution is the process of negotiating repayment plans and other IRS program options on back tax debt. In my opinion, tax resolution is more appropriately called “tax debt collections representation,” since that’s what you’re doing: representing the best interests of your clients in order to get them out of the IRS or state tax collections cycle.

MORE: Need a New Service Line? Consider Tax Resolution
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According to the IRS, over 14 million Americans owed back taxes to the United States Treasury as of the end of FY16. Millions more owed back taxes to state and local governments.
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