TAX RESOLUTION SERVICES

Your Sales Funnel Needs Systems

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Small potted plant fertilized with coinsBecause 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 ResolutionGoProCPA.comExclusively 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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How Tax Resolution Works

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It’s a lucrative opportunity.

By Jassen Bowman
Tax Resolution Systems

With over 14 million active IRS collections cases, there is a tremendous need for competent taxpayer representation.

MORE: 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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There has never been a better time to add this highly lucrative, recession-proof service to your tax practice.

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4 Tax Resolution Industry Flaws

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Purple No. 4 billiard ballOne 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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Need a New Service Line? Consider Tax Resolution

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Money tree growing in the middle of green meadowBONUS: An overview of the process.

By Jassen Bowman

With over 14 million active IRS collections cases, there is a tremendous need for competent taxpayer representation. There has never been a better time to add this highly lucrative, recession-proof service to your tax practice.

MORE ON TAX RESOLUTION: How to Maximize CRM System Tags | 10 Steps to Setting Up Direct Mail | Process Communications Efficiently | Suggested Tax Resolution Client Payment Guidelines | Basics of Tax Season Work Flow | When to Follow Up on Prospects | Checklists for New Lead Generation | Client Management Checklists for Tax Resolution | How to Handle Client Complaints
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In fiscal year 2015, the IRS opened 8.1 million new collections enforcement cases, while only closing 7.1 million cases. Altogether, these taxpayers owed the IRS over $137 billion. That’s more than twice the entire annual budget for the U.S. Department of Education.
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Suggested Tax Resolution Client Payment Guidelines

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Remember who you’re dealing with.

By Jassen Bowman
Tax Resolution Systems

Let’s put this right out in the open: Your livelihood in the tax resolution business is coming from individuals and businesses that OWE MONEY to the government, and, more than likely, are behind on payments to other creditors, also.

MORE ON TAX RESOLUTION: Checklists for Tax Resolution Sales | Quoting Tax Resolution Fees | 12 Rules for Phone Calls | Don’t Ignore Your Existing Leads | The Ins and Outs of Hiring and Firing | Market to Your Ideal Clients | One-Step vs. Two-Step Marketing | Tax Resolution: A Lucrative Opportunity
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In order to protect yourself and your firm, it is important to have client payment procedures in place and ENFORCE them so that you don’t do a bunch of work for free or become just another creditor that the taxpayer owes money to.
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