Guides for Growing Your Tax Resolution Business
As a tax resolution professional, attracting and obtaining new clients can be very competitive & expensive. With stiff competition from national companies and costly barriers to entry in many marketing platforms, it is crucial to know where to start to get your business found by clients in need of your services.
We have compiled this collection of expert guides on some of the most effective strategies for scaling your tax resolution business. Whether you’re looking for marketing, sales, or education tips, you will find information here to help you grow.
This page contains a curated selection of articles that cover a wide range of topics to help you grow your business. From dialing in your marketing strategies to boosting your search engine visibility, these guides will assist you in succeeding in the competitive world of tax resolution.
How to Offer Tax Resolution Services at Your Firm
Adding tax resolution services to your list of offerings is a great way to diversify your client base and increase your potential revenue. Tax resolution services don't have to be an add-on. If desired, they could become your core focus. Whether you want to do a little or a lot of this type of work, this guide explains the basics you need to get started. It outlines the types of services to offer, how to learn about these services, and then, how to market your new offerings.
Tax Resolution Software
Whether you're adding these services to your existing firm or are already focused on tax relief services, the right software may be able to help your firm. There is software designed to help with tax transcript retrieval as well as software that can help with managing your firm, onboarding clients, choosing the best type of tax relief, and filing the forms with the IRS. Before investing in software, check out this overview.
Marketing Guides
Marketing is one of the most important aspects for individuals that offer tax resolution services since these types of clients aren’t repeated customers like they are with doing other tax services like bookkeeping or tax preparation. Having an effective marketing plan to bring in a steady stream of new prospects is important for every successful tax relief business.
Guide to Buying Tax Resolution Leads for Your Tax Relief Business
Lead generation companies pop up all the time to get into the industry of tax resolution. Their favored buyers are large tax resolution companies with deep pockets and big spend. Being in tax resolution, it is likely that you have been reached out to by one of these companies to buy leads. Before giving them a try, understand some key metrics before signing on the dotted line to ensure you don’t get ripped off.
How Much Should You Spend to Obtain a New Tax Resolution Client?
As a tax resolution professional, obtaining new clients is essential for growing your business. Do you want to know what the industry averages are for obtaining new clients? When it comes to obtaining new clients, it isn't really about the cost to acquire a new client, it is about the return on ad spend. Understand what some of the industry benchmarks are and how you can obtain results that are better than the industry averages.
Guide to Acquiring New Tax Resolution Clients Consistently
Acquiring new tax resolution clients is unlike traditional tax practices for obtaining new clients. At TaxCure, we have over 30 years of combined experience in various marketing methods that are effective at consistently driving new clients to businesses. In this guide we will cover some of the top methods that can be implemented to ensure you have a steady stream of business coming from clients seeking help with various IRS & State tax problems.
TaxCure Pro Membership
TaxCure is a directory of tax professionals who provide tax resolution services. The website draws in people who have state or federal tax problems, and it helps them find local, trustworthy tax pros. A TaxCure Pro Membership provides tax pros with increased visibility, access to training and webinars, and more. Check out the guide to learn about the benefits of membership or contact us directly to learn more.
Tax Resolution Seminars, Training, CE Credits & More
We are excited to announce that we will soon be adding a new section dedicated to upcoming events or training that will assist tax professionals in the area of tax resolution. If you or your organization have an event that you believe would be beneficial for our audience, please let us know, and we will be happy to consider it to be included in this new section.
Tax Resolution Training and Education
This resource outlines some of the top training programs for tax pros. It looks at training programs from the Tax Rep Network(TRN), the American Society of Tax Problem Solvers (ASTPS), and other organizations. It briefly explains what these organizations offer, who founded them, and their pricing. If you're interested in learning how to get into tax resolution, refining your current expertise, or connecting with a mentor, you should look at this post.
How to Become a Certified Tax Representation Consultant (CTRC)
The right certifications can help you expand your business. The Tax Representation Consultant certification shows clients that you have mastered the most significant areas of tax resolution and IRS representation. While you prepare for the five-part certification test, you will learn everything you need to know to confidently add resolution services to your firm's offerings.
How to Become a National Tax Practice Institute (NTPI) Fellow
The National Association of Enrolled Agents (NAEA) offers a designation called the NTPI. NTPI Fellows are committed to going above and beyond the IRS's standard continuing education requirements for tax professionals. To become a Fellow, you must complete three levels of courses, and then, you can continue to do optional grad courses annually.
United States Tax Court Practitioner - Guide for Tax Pros
A USTCP is the only non-attorney tax professional who can represent taxpayers in the US Tax Court. To qualify, you must have an active EA or CPA license, and you must pass a tough Tax Court Bar Exam. Check out the guide to learn more about this credential and how it could help improve your career.