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 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:
The Profitable Accountant newsletter. Each month, mailed directly to your home or office, the latest tactics and strategies for marketing your services and operating more efficiently.
Twice-monthly live Q&A calls. Get all your tax firm marketing and practice management questions answered during live calls each month with Dan Henn, CPA and Jassen Bowman, EA. No questions? No problem! Learn from other members’ questions on these lively, interactive 90-minute sessions.
Tax Resolution Marketing Library. See examples of successful, proven letters, postcards, call scripts, and more. Plus, complimentary social media content that you can just copy and paste.
Tax Resolution Templates. Engagement letters, client response templates, IRS communication templates, and more to use in your practice.
Unlimited representation CPE. A convenient schedule of continuing education webinars presented by top experts. From Basic through Advanced, learn practical application of Code, regs, rules, and procedures to effectively represent your clients. IRS, NASBA, & TSBPA approved.
Marketing Video Vault. See detailed, step-by-step marketing demonstrations and details of real life marketing tactics that are generating leads and clients today for other tax professionals around the country.
Complimentary marketing critiques. Receive expert feedback on your own marketing materials. Improve response rates and conversions by implementing small tweaks to your existing marketing materials, offers, web pages, etc.
Complimentary access to the Tax Firm Growth Blueprint. Normally $397, this is a comprehensive introduction to a completely new way of thinking about attracting the right kind of clients into your practice, consistently and with intent. This training program shows you the ins and outs of building a successful IRS Collections Representation practice.
Complimentary access to the Authority Positioning Toolkit. Normally $297, this toolkit will drastically simplify the process of establishing yourself as the “go to” tax expert in your local area.
FREE copy of The Season Profitability Guide. This book, normally $24.95 on Amazon, explores 8 big ideas that will drastically improve your cash flow and efficiency, which together improve overall profit margins.
With your Tax Resolution Academy™ membership, we’ll give you an these additional bonus gifts, valued at $718.95, 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, at the low price of only $199 per month, 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.
In addition to an unconditional 30-day Money Back Guarantee, you may cancel at anytime — there is no long-term contract.
In order to ensure that all members obtain maximum benefit from their Academy membership, we believe that it is important for all members to have a common baseline of knowledge before coming into the program.
Thus, in order to join the Academy, you must:
1). Have an active CPA, EA, or law license from any state/territory, or have completed all requirements for licensure and simply be awaiting the issuance of your actual license to practice. This requirement is necessary since the IRS requires licensure in order to sign a Form 2848.
2). Within the past three years, have completed an acceptable introduction to IRS Collections representation with sufficient depth that you have the skills to work basic 1040 tax debt cases. Our 2-day Fast Start Boot Camp does exactly this, but other programs are acceptable, also.
If you meet these simple requirements and are ready to join the largest group of growth-oriented tax resolution practitioners in the country, download an application here.