In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Stephen Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients experience.

In This Episode:

00:00 Introducing Stephen Weisberg: Tax Attorney 04:21 Tax Resolution: Attorney vs. CPA/EA 07:33 The Expanding Tax Resolution Market 12:10 Effective Marketing for Resolution Services 16:11 Navigating Tax Resolution Options 20:44 Pricing Resolution Services with Flat Fees 24:04 Emotional Relief and Ramifications of Inaction 31:14 Addressing Taxpayer Annoyance and Sovereign Citizen Claims 36:09 Key Takeaways and Final Advice

Key Takeaways:

Explore the history of tax resolution and why it's a growing field.
Understand the distinctions between tax preparation, planning, and resolution services.
Learn effective marketing techniques for tax resolution, focusing on value and client benefits.
Discover the benefits of collaborative relationships with other tax professionals.
Gain insights into various tax resolution options like installment agreements and currently non-collectible status.

Featured Quotes:

"The IRS is really the largest collection agency on the planet and the most powerful." — Stephen Weisberg
"They'll pay you monthly because they want this issue resolved." — Stephen Weisberg
"The earlier that your taxpayers can get to a professional that can help them, the more leverage that they have." — Stephen Weisberg

Behind the Story:

Stephen Weisberg shares his journey from corporate bankruptcy law to tax resolution, driven by a desire to help small businesses rather than large corporations. He highlights the growing need for tax resolution services due to IRS changes and discusses the critical role tax professionals play in advocating for clients against the powerful IRS.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Get in touch with Stephen on LinkedIn or visit his website taxdebtattorney.tax

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