Tax Resolution Academy®

Helping you build a better tax resolution firm.

About Us

We are a community of tax, legal, and accounting professionals that have gathered together for a common purpose: Help each other to build better tax resolution firms.

We believe in providing competent representation to our clients, while also operating the most profitable businesses possible. We are committed to constantly increasing our knowledge to provide the best possible service to our clients. In addition, we are committed to operating our practices through best-in-class systems and acquiring clients using proven direct response marketing principles.

Tax Resolution Academy® is also the home of the educational curriculum that leads to the Certified Taxpayer Representative™ (CTR™) designation. For complete details about certification, visit this page.

Why You Should Join Us

Tax Resolution Academy®  is a digital community for taxpayer representatives looking to grow their firms, operate more efficiently and profitably, and provide the best possible representation to their clients.

Here, you can participate in thoughtful discussions with other tax resolution practitioners, download marketing materials and document templates, register for upcoming live training sessions, watch recordings of recent Tax Resolution Office Hours, view direct response marketing courses, and much more!

Here's exactly what's included in your Academy membership:

🗸 Weekly Tax Resolution Office Hours Calls

These 1-hour Q&A calls, conducted Fridays most weeks of the month, are your opportunity to get your tax resolution case work, marketing, sales, and practice management questions answered live. Even if you don’t have a question, it’s great to listen to your fellow member’s questions—they might ask something that’s helpful to you! (Value = $597/mo)

🗸 Live & On-Demand CPE Webinars

Stay up to date with the latest changes in IRS policy and procedure! Join Dan, Jassen, IRS personnel, and other leading experts in the field of taxpayer representation for live and on-demand continuing education webinars. We provide 120 hours per year of up to date taxpayer representation education -- that's more than any other organization. (Normally $49 per CPE hour - a $6,860 annual value)

CPE courses inside the Academy count towards earning your CTR™ designation (up to 120 CPE hours are available)

🗸 Case Work Technical Guidance

Between Dan, Jassen, and a supportive community of the most experienced tax resolution professionals in the country, you’ll have technical support through every phase of your tax resolution engagements. Even if you’re brand new to taxpayer representation, you’ll receive guidance through every step of the process, from lead generation to getting paid to client intake to case resolution. (Value = Priceless, but at least $3,500/mo)


🗸 “Done For You” Blog Posts, Prospect Follow Up Emails, & Social Media Posts (Titans members)

You already know that adding fresh content to your website is critical to for SEO, as is building an email list of prospective clients and emailing them regularly. Every month, Titans members receive access to EIGHT brand new articles that you can use in email follow up campaigns and post to your website – which you can then post links to on social media. You’ll receive 4 articles each month that apply to businesses, and 4 that apply to individuals. ($297 per/month value)

🗸 “Done For You” Client/Prospect Newsletter (Titans members)

Every month, Titans members have access to a new edition of the Taxpayer Times-Gazette (or whatever you choose to rename it) to print and mail to your clients, prospects, and referral partners. Sending a monthly pen and ink, printed and mailed newsletter is one of the single most powerful marketing tools ever created to drive conversions of leads into paying clients. (Value = $197/mo)

🗸 Marketing Materials Library (Champions & Titans member)

Don’t reinvent the wheel when it comes to your marketing. Instead, start with a library of tested and proven lead generation letters, postcards, lead magnets, and other marketing resources to grow your practice. More than $2 million has been collectively invested in testing and tweaking these marketing tools to attract real, paying clients. (Normally $2997 by itself)

🗸 Tax Resolution Video Vault & Bonus Courses (Champions & Titans members)

24/7 on-demand access to over 200 hours of detailed case work, marketing, sales, and practice management training, covering every aspect of starting and growing your firm, working on various types of cases, and operating a more efficient and profitable firm. (A $9,950 Value)

Summary of New Marketing Content Provided Each Month to Titans members:

  • 4 articles about individual tax and finance matters, for use as emails and blog posts.
  • 4 articles about business tax and finance matters, for use as emails and blog posts.
  • 1 monthly client/prospect newsletter, 4 pages of material, with several small articles, each of which could easily be extracted into something longer if you choose


We're constantly striving to better support our members with new tools, training, and resources, such as these recent additions:

✔ Tax Resolution Templates. Engagement letters, client response templates, IRS communication templates, and more to use in your practice.

✔ Frequent business development suggestions, resources, and tools shared via the member community.

With your Tax Resolution Academy™ membership, we’ll give you an these additional bonus gifts, at no extra charge, just for trying out the community. Membership in our professional trade associations won’t provide you with anywhere near these resources for a similar price.

Even better, your membership literally pays for itself for a full year with just one new Streamline IA client, a single lien withdrawal client, or a single Reasonable Cause Penalty Abatement.

Join the largest and most vibrant community of tax resolution practitioners today!

Who Should Join

If you are a CPA, EA, or attorney with an active license from any state or territory and are ready to improve the lives of individuals and small businesses dealing with IRS problems,  then you should join us!

If you are ready to join the largest group of growth-oriented taxpayer representation practitioners in the country, choose a plan below.