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 t

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

This post explains the dangers of not properly using the CSED and the trouble it can cause for your client. It also explains how to avoid it

"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