Advanced Tax Resolution Sales & Marketing Toolkit

There are currently more than 14.0 million American individuals and businesses that owe back taxes to the IRS. Collectively, they owe more than $130 billion in assessed tax, penalties, and interest.

Choosing to represent these taxpayers is one of the single best financial decisions you’ll ever make in your life.

Attracting these particular clients, however, is not nearly as easy as finding new tax preparation or accounting clients. Given the embarassing nature of the problem, it’s also much more difficult to obtain referrals.

The purpose of this toolkit is to arm you with the marketing training you need to successfully enter this lucrative market, as well as a complete library of PROVEN marketing pieces that have successfully sold millions of dollars worth of tax resolution services.

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Note: The links on this page expire after 60 minutes. If you click something and get an invalid link error (a page filled with code), then simply refresh this page to generate new links and reset that 60 minute timer.

 

Tax Resolution Marketing Training

7 Big “Ahas” For Working ON Your Tax Practice


You Can’t Be All Things To All People (MP3) (2 hours) – Not everybody should be your client. Be selective. Target marketing.

Exercise (seriously, fill this out): IDEAL Client Profile Worksheet (PDF)

Differentiating Yourself From Your Competition (MP3) (2 hours) – Oh, you’ve got 20 years of experience? Awesome! So do 300 other people in your city. You need to differentiate in ways that genuinely matter.

Title Handouts Audio
Tax Resolution Marketing Part 1 download mp3
Tax Resolution Marketing Part 2 download mp3
Tax Lien Marketing download mp3
Tax Resolution Marketing Systems download mp3



Specific Marketing Channels

Lead Generation Systems (MP3) (1 hr, 40 min)- Put your marketing on auto-pilot.

Lead Follow Up Systems (MP3) (2 hours)- If you’re not going to do proper lead follow up, then don’t waste your time and money generating leads in the first place.

Telemarketing (MP3) (1 hr, 50 min)- More tax resolution work is sold over the phone than through any other means. Yes, even in 2015. Best used in conjunction with other media.

Direct Mail Strategies (MP3) (1 hr, 17 min)- Direct mail is the #2 most successful media through which tax resolution is sold. Yes, even in 2015.

Direct Mail Variations (90 min) – This is a call from 2013 covering the 5 variations on my old 72 Hour Blitz method. Even though it’s a couple years old, I’ve included it here to primarily to help you start thinking deeper about the flexibility of your marketing plans.

How To Increase Your Direct Mail ROI (MP3) (43 min)

Internet Marketing Lead Generation (MP3) (1 hr, 27 min) – This Internet fad looks like it will be sticking around a while. It’s worth paying attention to.



Tax Resolution Sales Processes

Sales Training (MP3) (94 min) – Tax prep is a commodity, and therefore sells itself. Tax resolution requires you to actually SELL it. Learn how here.

Tax Resolution Sales Model Checklists Comparison (MP3) (51 min)

How To Increase Your Tax Resolution Sales Closing Rate (MP3) (32 min)

Reducing Your Cost of Client
Acquisition (MP3)
(43 min) – This is both a marketing and a sales topic, but I’ve put it here in Sales because this is where you’re probably going to be ready for it. You may need to play this at half speed.



60-Day Tax Resolution Jump Start

If you skipped straight to this, and didn’t listen to the audio training listed above first, then go sit in the corner. Or, pop the above recordings onto your iPod and go for a long, long drive. Either way, this 60-day Jump Start plan to get your tax resolution business up and running quickly requires an understanding of the background material. Watch this twice.

Tax Resolution 60 Day Startup Plan
1-Hour Per Day Marketing Plan


Marketing Samples

You jumped straight to here, didn’t you? I know you did. Don’t worry, so would I.

Jumbo, Full Color Postcards

Letters: Dunning Sequences

Postcards

Telephone Scripts

Radio Spot Scripts

Press Release Samples

Lead Response Widgets
Use these as response items in your lead generation marketing. Remember to edit them to include your contact info (not mine), and for the Word documents, “Save as” a PDF document if distributing by email – don’t send the original Word document.

Webinar Presentation
I’ve moved to a 100% webinar-based lead generation strategy. All direct mail, all Internet marketing, all telemarketing, is directed towards getting people on the webinars.

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