CPAs, EAs, Attorneys, Tax Professionals
How Tax Firms Acquire New Tax Resolution Clients – Survey Results
Tax resolution is a profitable niche for tax professionals, and the demand is exploding for experts who can help individuals with their tax problems. Accountant’s Accelerator and Tax Rep Network joined together in early 2021 to survey over 300 firms about how they acquired tax resolution clients as well as what their tax resolution practice looks like.
We’ll share the results from that survey and discuss key insights and current opportunities in this specialty tax service.
- the five top sources of new tax resolution clients
- the differences in marketing for tax resolution clients versus regular tax clients
- several things that don’t work in acquiring tax resolution clients
- seven natural advantages to marketing for tax resolution clients
- characteristics about a typical tax practice’s tax resolution division
- how to get started in tax resolution
About the Instructors:
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Tax Rep LLC Tax Rep Network is a membership-based organization for CPAs, EAs, attorneys, and tax professionals who want to build their tax representation practices. Led by Attorney and tax resolution expert Eric Green, members learn how to represent and support the millions of taxpayers who owe the IRS money or are behind in their filings.
Sandi Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accounting professionals earn more, work less, and serve their clients better through her innovative marketing, training, and coaching services. Her marketing formula has generated millions of dollars for her clients.
Author of 30 books and hundreds of CPE courses, Sandi has won 12 awards for her thought leadership, including Top 25 Most Powerful Women in Accounting by CPA Practice Advisor, a Stevie Award for “Maverick of the Year,” and 2017 Top 50 Women in Accounting by Practice Ignition.
Sandi’s business experience includes management time at two Fortune 500 companies and serial entrepreneurship including running her CPA firm. She has served on several AICPA committees and volunteered on four continents.
One of the few women in the world who has copiloted a single-engine airplane around the world, Sandi has also backpacked alone around the world, visited over 100 countries, and earned a master’s degree in neuroscience.
Accountant’s Accelerator helps accounting professionals make more, work less, and serve clients better through its marketing training. Accelerator Websites is a full-service digital marketing agency that is dedicated to helping firms be their best online through websites, videos, social media, client newsletters, and more.