Tag Archives: fees

Doin’ the Tax Problem Resolution “Two-Step”

Posted on August 31, 2012 by Larry

No, it’s not some new dance step. It’s the recommended way to engage a prospective client in need of representation before the IRS. This Two-Step involves two separate engagement letters: the first being prepared at the outset of an engagement, … Continue reading →

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Tax Problem Resolution Fees, Part 3 of 3

Posted on February 8, 2012 by Larry

It’s time to wrap up this series of posts with some issues concerning terms of payment, collection issues, and structured fees for tax problem resolution cases. Collecting fees in advance is one of the most controversial areas of tax problem … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems | Tagged , , , , | 81 Comments

Tax Problem Resolution Fees, Part 2

Posted on February 4, 2012 by Larry

In part one, I closed the topic of tax problem resolution fees with a promise to cover fixed fee approaches here in part two. Fixed fee simply means telling your client how much you will charge for your services. It … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems | Tagged , , , , | 113 Comments

Tax Problem Resolution Fees, Part 1

Posted on January 28, 2012 by Larry

One of the most popular tax problem resolution topics is fees. We are entering the time of year when taxes are top of mind to most people. (If you don’t think so ask Mitt and Newt…) So it seems good … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems, Uncategorized | Tagged , , , , , , | 119 Comments

Want to Offer a Guarantee?

Posted on January 24, 2012 by Larry

Do you tell clients  that you will deliver what they need? Are you sure enough to back it up? Do you offer a guarantee? Tax problem resolution services require us to deal with the toughest government agency in the country. … Continue reading →

Posted in Management, Marketing, Sales, Tax Problems | Tagged , , , , , , , | 127 Comments

Shareholder Loans

Posted on January 14, 2012 by Larry

Recently a fellow ASTPS member related a case to me that highlights a common problem encountered by EAs, CPAs, and attorneys who represent taxpayers under audit by the IRS. Here’s the story as it was related to me. Taxpayer Joe … Continue reading →

Posted in Tax Problems, Tax Return | Tagged , , | 56 Comments

Paid in Advance Fees

Posted on January 7, 2012 by Larry

Those who are uninitiated about our industry fail to grasp our insistence on being paid in advance. Experience has shown that as much as our clients want and need our skills, they quickly lose their appreciation for our efforts once … Continue reading →

Posted in Management, Tax Problems | Tagged , , , , | 55 Comments

A Workable New Years Resolution

Posted on December 28, 2011 by Larry

Make just one resolution for your practice during 2012. Resolve to take your practice to the next level. Pick a simple target. For example, resolve to increase monthly gross revenue collected by a specific percentage. Be realistic, but don’t cop … Continue reading →

Posted in Management, Marketing, Sales | Tagged , , , | 60 Comments