How to Find, Close, and Onboard a Tax Resolution Client
To be predictably successful, and profitable, in tax resolution you need to have systems in place for everything.
That includes systems for marketing, qualifying and closing prospects, initial case onboarding, and conducting case analysis.
For the first time ever Larry Lawler from ASTPS and Michael Rozbruch from Roz Strategies are teaming up to show you how to confidently attract prospects and manage the investigation phase of a resolution.
In the first hour Michael Rozbruch will cover:
- 3 things you can do right now to get tax resolution clients
- The 5-step process to qualify prospects
- How to conduct your consultations and get retained
- How to structure your fees and get paid before the case is settled.
In the second hour Larry Lawler will walk you through a case study with help from Bob Sampson of PitbullTax Software. In this sample case we will cover:
- Engagement letters – Do you always need one?
- Deciding between the 8821 & 2848
- The most important information you need to gather on every case
- 4 things to consider when analyzing a case
- Choosing the right resolution option
Enter your information below to register for this event. Include your PTIN number if you would like to receive continuing education credit.
Larry Lawler, CPA, EA, CTRS, NTPI Fellow
Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). Larry has worked and consulted on literally thousands of IRS representation cases and is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide.
Michael Rozbruch, CPA, CTRS
Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch’s Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies.
Participants will earn: 1.0 CPE/CE credit (the second hour of the presentation)
Field of Study: Taxation
Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.
Advance preparation: None
Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.
Delivery Method: Group Live
For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to firstname.lastname@example.org.
The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.