Be the Hero/Heroine you always wanted to be for your clients!
Joining the Tax Resolution Academy will give you the knowledge, experience and confidence to charge higher fees, make more money and take satisfaction in a job well done.
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.
What You’ll Learn
You will have many questions, come ask them on our discussion board or in our weekly one hour live Zoom Tax Resolution Office Hours call.
As you learn to take on more cases and your confidence grows, you will inevitably have questions that will arise that you just won’t know the answer to and that is OK. Come ask our seasoned members that can guide you along no only the technical material but the tips, tricks and items to be wary.
Continuing Education: We offer LIVE and On-Demand CPE Webinars
Whether you need continuing education credits or just want to gain more knowledge, we have classes that will not only help you with gaining more technical knowledge, but offer you some tips for marketing and practice management
Templates, Sample Letters and Checklists: Want a short-cut to help you save time and earn more money? Members have access to multiple types of engagement letters, client response templates, and IRS communication templates to save you HOURS of time and research.
You don’t have time to recreate the wheel. Well, neither did we, but we have spent time creating many templates for you to use to save you time, money and energy (not to mention the procrastination that is created with having to write a letter) by giving you a head start.
Why You Should Work With Me
After almost three decades, I've gained extensive hands-on expertise, knowledge and experience in taxation, IRS Representation (both Collections and Exam) and tax planning...
Dan Henn, CPA, CTRTM, CTC is a seasoned Tax Professional, Financial Coach, Entreprenuer, Author and Speaker who is based in Rockledge, Florida. He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is also a monthly columnist in the Florida Today since June 2012.
Originally from Land O’ Lakes, FL, Dan’s love of the industry began during college. During his business studies, Dan quickly discovered his knack for numbers. This ultimately paved the path to his present career, where he is infinitely dedicated to helping people (especially new business owners) save money and expand their business. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night.
In 2013, he added IRS representation as a full-time service to his practice. This allows him to help people stay out of harm's way with the IRS.
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
AND SO MUCH MORE!
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.
"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!"
JENNIFER GINTHER, EA
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