A to Z Tax Resolution Business Blueprint contains everything you could want to know about creating a tax resolution firm from scratch, or adding this lucrative service to your existing practice.
Learn how to select your ideal target market and position yourself in the marketplace for long-term success, including competing against large national tax resolution companies.
Use direct mail, telemarketing, Internet, and other media to generate new leads. Then, put your lead follow up on auto-pilot in order to convert more of those leads to paying clients.
Implement efficient client intake processes, and automate the transcript analysis, financial analysis, and determination of client resolution options
Discover how to run your business like a well-oiled machine through the use of written processes and checklists. Everything from case work to marketing to staffing should be systemized.
Unlike tax preparation, which is a commodity that sells itself, tax resolution requires a real sales process to convert prospects into clients. Learn needs analysis, tax resolution sales models, and how to reduce your cost of client acquisition.
“Jassen, in April 2017 I attended my first representation event with you in San Diego and I wasn't an EA yet. I finally became an EA in August of that year. Well, last week I just had my very first $8,000+ week of representation! I honestly think - I know - it could have been a lot more!”
Carlos Samaniego, EA - Los Angelses, CA
The A to Z Tax Resolution Business Blueprint contains relevant, current business building information that is applicable to all skill levels. Whether you just passed the CPA exam yesterday, have been an EA for 30 years, or have been a practicing trust & estate attorney for a decade, this course arms you with a particular set of skills that enable you to compete in the tax resolution world. This course even provides a step-by-step, 60-day plan for getting started quickly and painlessly.
This entire course is based on experience and the realities of the tax resolution marketplace. Jassen brings his ten years of industry experience to bear, and will show you exactly what it takes to build a successful practice. Whether your goal is to simply add an extra $50,000 to your personal bottom line, or you want to build a multi-million dollar firm, this course will give you blueprint to get there.