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SEO Bare Essentials for Local Tax Firms

I’m a big fan of the Pareto Principle, which says that 80% (or more) of your outputs are generated by 20% (or less) of your inputs. The 80/20 rule is well known and has been demonstrated to be true across many arenas, from the income gap to agriculture to marketing results.

One area where I have long espoused an 80/20 rule viewpoint is in the field of Search Engine Optimization (SEO). SEO is a marketing strategy in which you seek to be at the top of the Google search results for a particular search term. For example, this blog floats around the top five in the search results for keywords such as “tax resolution marketing”. Today, I’m at #2 for that term, and #1 is an article I wrote for Canopy.

This ranking is not an accident.

At one point, my tax practice site ranked in the top three on Google for many search terms related to tax relief, tax resolution, and the IRS Fresh Start program. I gave up those positions several years ago when I stopped doing the activities that maintained the position, but I’m confident I could reclaim them with a little bit of work.

SEO in particular is one of those marketing strategies that has a well defined Minimum Effective Dose (MED). This is a Tim Ferriss term, and describes the bare minimum work you need to do in order to see the majority of positive results. Note that this isn’t about being lazy, but rather about being efficient.

Now, while I encourage tax professionals to utilize a service such as TaxProMarketer … Continue reading

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CPE: How It Works

Most months, we will premiere at least one new continuing education webinar. You will need to register for each webinar individually, for attendance tracking purposes. In order to receive credit for attending, and receive your Certificate of Completion, you will need to:

  1. Register for the specific webinar session ahead of time.
  2. Attend for the entire 50 minutes.
  3. Respond to all three polling questions presented during the webinar.
  4. If you complete all three items above, your Certificate of Completion will be emailed to you within one week of the webinar and your attendance will also be reported to the IRS if you provided a valid PTIN at the time of registration.
  5. If you fail to meet any of the attendance verification requirements, you will NOT be issued a Certificate of Completion. This is an IRS and NASBA rule, not ours. If you experience technical difficulties that prevent you from answering polling questions or staying logged in for the 50 minutes, we cannot issue you credit.

What topics will be covered?

Most courses will be in the Federal Tax Law or Federal Tax Law Update categories. Non-tax topics, such as marketing, A&A, or MAS, will occasionally be presented.

Due to the fact that I practice almost exclusively in the field of representing delinquent taxpayers in front of SB/SE Collections and the collection side of Appeals, you can expect a disproportionate number of the webinars to cover taxpayer representation.


CPE Recognition Info for Enrolled Agents & Unenrolled Preparers

We are an IRS approved continuing education provider, number 4Y1UP.

All webinars on federal tax law topics will carry an IRS program number and are eligible for CE for Enrolled Agents and AFSP participants. We may occasionally present webinars on other topics for which CPAs may earn CPE hours but Enrolled Agents cannot.


CPE Recognition Info for CPAs

The webinars … Continue reading

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CPE Frequently Asked Questions

How do I access the webinar?
You will receive a confirmation email directly from GoToWebinar that contains your unique access link. You will also receive reminders the day before and one hour before the webinar with the same link. Sometimes these emails get filtered by overly aggressive spam filters, so be sure to look in your spam folder for it.

Where can I download the slides?
Slides for each presentation are always available in three places:

  1. A link will be included in the reminder email before the webinar start time.
  2. A link will be posted in the chat box on the webinar itself.
  3. From the “Handouts” pane of the GoToWebinar control panel during the session.

Where’s my Certificate of Completion?

Please allow up to 72 hours to receive your Certificate of Completion. Since these are delivered via email, please be sure to check your spam folder for it, as they sometimes wind up in there. If you don’t see it, then you may not have qualified for credit. Under IRS/NASBA rules that we are required to follow, you must:

  • Stay online for at least 50 minutes per 1 CE/CPE hour
  • Submit answers to all three polling questions per hour

If you have technical issues, such as computer problems or Internet connection issues, that causes you to miss a polling question or to miss the full 50 minutes, I cannot issue you credit. IRS and NASBA require that we maintain records, which can be audited, of who attended what, and we must utilize the electronic attendance record to grant credit. Sorry, we can’t just take your word for it that you were in attendance the whole time.

Do you report CE hours to the IRS?

If you provided a PTIN at the time of registration, then yes, your CE hours will be reported to the … Continue reading

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