I’ve stated in the past that every tax professional is a logical partner for our company. That’s a pretty broad claim but does it make sense? Interviews with hundreds of tax preparers suggest that the vast majority don’t want to deal with delinquent tax cases. Such work is messy, time-consuming, getting compensated for the effort is never assured, and the potential solutions are not as evident or easy to implement as with normal tax and accounting activities. Thus, tax professionals with an established clientele are less likely to be interested in this type of business.
On the other hand, tax preparers who want to expand their practice, build their non-seasonal sources of revenue, gain expertise, and offer a comprehensive service to their clients are more willing to deal with tax delinquency situations.
We offer a solution for tax professionals in either circumstance. For those who don’t want the business, TaxLifeboat.com provides a professional, comprehensive set of strategies that is backed by hands-on personal advice for those clients who need it. As many tax preparers have said, “Please let me know when you’re operational. I have clients to refer to you.”
For those tax professionals who do want cases like this, we provide client referrals, workflow automation tools, up-to-date solutions, diagnostic models to guide taxpayers to the most promising options as well as non-seasonal income and an opportunity to grow their practice.
Either way it’s a win-win-win for the client, the tax professional and our company. That’s how Tax Lifeboat was designed from the beginning.
Tom Evans, President
