Do you ever wonder what you should post on social media as an Enrolled Agent ? Should it all be professional? Maybe you should talk about more than taxes. What kind of taxes? All these questions go through your head and then you end up not posting at all. Every week I talk with fellow Enrolled Agents facing this same scenario. They feel frustrated because they aren't receiving the same vanity metrics such as likes and comments that they see other tax professionals receiving.

As a tax professional, it is difficult to focus on anything other than taxes during tax season. This makes the first 3.5 months of the year quite a juggle if you're an Enrolled Agent doing representation and preparation work. Once you present yourself as a tax expert, tax preparation clients are not difficult to find. Tax preparation is a service that is in high demand because everyone needs to file taxes. It does not require much effort when it comes to marketing. During tax

Let me start by saying that I am not a fan of tax lien marketing. I know that's controversial in the world of tax representation but it's true. I don't believe in playing on people's fears to cause them to make an impulse purchase. I prefer to present myself as the expert and win their trust. A lot of tax professionals ignore the tax lien list. Others use it to threaten prospects that they will go to jail or have their bank account cleared out if they don't call them immedia

How do you get more views on your YouTube videos? How do you get more subscribers to your YouTube channel? How do you monetize your YouTube channel? These are all questions that I wanted the answers to. Especially for someone like me, a tax professional. Someone who doesn't talk about trendy tax topics but things that are more fundamental and educational. (If that type of information is your vibe, you can subscribe here: @AmericasFavEA.  It took a while but I finally figured

Tax Representation leads are just different. They don't proudly brag about their problems, making them difficult to find if you don't know where to look. Yes, we can use tax liens to find out who in our area owes over a certain amount. But then what? Are you going to use scare tactics to scare them into working with you? If that's your cup of tea and the way you like to move, best wishes to you! That's not the way I like to approach it. I don't want anyone to feel pressured

Once I pass the Special Enrollment Exam and receive my EA license I will have clients coming from everywhere. That's the fairytale that most new Enrolled Agents I meet believe. They don't understand that is not how it works at all. After the receive their license and the fairytales don't start rolling in they go into panic. Maybe I shouldn't have done this. I don't know how to get clients. How can I get clients? Well, I will tell you this. They do not fall out of the sky. Mar

"Are there any updates? "This isn't what you promised." "I gave you my paperwork yesterday, when will it be ready?" Timalyn in an office with a client. I wish it weren't true but I have actually received all the above statements from clients. Why? Because I did a poor job of managing my client's expectations. I did communicate the process clearly nor hold them accountable to my expectations. I also made exceptions for when they crossed lines and boundaries. For example, if so

How much should I charge? This is a common question I get from tax professionals, new and seasoned. I also see it in various tax groups when it comes to tax preparation and tax representation. But I get it. It took me a while to become comfortable with my tax representation prices. That allowed me to be confident in quoting clients and delivering value. Today I'm going to walk you through the process I use to price a tax representation case. Note, that this is a framework. Wh

When you receive your EA license you become one of America's tax experts, according to the National Association of Enrolled Agents . But the license doesn't make you the expert. The knowledge you gain by helping clients makes you the expert. So if you're feeling like an imposter now, don't worry we'll get you helping people in no time. Check out last week's article to learn how to get your first tax representation client . But what do you do once they start reaching out? You'

One of the biggest impediments I see for Enrolled Agents is not knowing how to get their first tax representation client. If they allow it, it causes anxiety and then analysis paralysis. Being concerned with not knowing how to get clients can make you not do any work toward learning your craft. Not knowing how to represent clients can make you not put in the work to market yourself and get clients. See how that can become a vicious cycle? Are you stuck in it right now? If so,