Tax Resolution Success Show

Scott Zarret is a CPA who went to school at the University of Maryland and is the founder of CPAacademy.org. They are the largest provider of free continuing education to the accounting profession and have over 365,000 members.

• Scott comes from a family of accountants/educators so what he’s doing now is not a far cry from what he grew up with. He started out in public accounting but quickly realized that it wasn’t his cup of t...

Chris Rivera is the director of client relations and business development at Entigrity, a leading offshore solutions provider to the tax and accounting space. Chris’s background had always been in client relations. He came from the corporate world and worked in a number of industries but he wasn’t particularly happy with the work. It wasn’t until he saw a job posting for a remote worker did Chris learn about a new way of doing thin...

Jaime Buchwald is the Co-founder and CEO of Pitbull Tax Software, which is the premier software used by tax resolution professionals and the industry in general.

• Jaime originally created his software company because he originally had the same problem that most successful tax resolution firms had, specifically he was able to bring in a ton of work but getting it all done became a massive hurdle.
• That’s why he created a full aut...

Justin Miller’s agency runs a marketing company that does both online and print marketing. Before the agency, Justin was a disc jockey and he grew that business for 20 years. Around the 15th year, Justin decided that he really wanted to focus on the marketing specifically. He dabbled with consulting and after a few more years sold the disc jockey business and opened his current consulting business.

• Direct mail is taking over t...

Jim Dew specializes in working with owner/founder entrepreneurs. Most financial advisors and wealth management people will work with anyone who has money, but there are unique problems and opportunities facing entrepreneurs.

• His ideal client is a business owner or entrepreneur who is doing more than $1 million EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). A company that has revenue and profits is wh...

Tech led the markets in 2020, and without that sector, the S&P and DOW would likely have been flat or down. Roland sees tech as continuing to be strong in 2021, in particular areas like software as a service, the internet of things, augmented and virtual reality, as well as tech enablement.

• There will also be several lasting changes as a result of Covid because of the increased rate of adoption of technologies that became a re...

Raised in poverty and surrounded by dysfunction, Andre Norman gravitated towards his neighborhood gang and eventually found himself facing over 100 years in a maximum security prison. Andre had an epiphany in prison, chose to seek success through education and achieved what everyone thought was impossible.

[2:00] As the Ambassador of Hope, Andre was instrumental in ending the protests in Ferguson, MO and is now a highly sought afte...

The Tax Resolution Success Summit Virtual 2020 is the country’s only direct response marketing, sales, and business mastery event that’s 100% devoted to starting or scaling a lucrative tax resolution business. This is a full-on live studio production where we’ll do everything we planned to do in-person. Many of our expert speakers will be in studio with me to deliver high-value, actionable content that you can implement immediately...

Paul Colligan has switched seats with Michael for this episode of the podcast to ask some very important questions about the future of the tax resolution industry.

[1:15] How do tax resolution practitioners get ready when we don’t have an idea what’s going to happen in the world of taxes over the next 12 months? Michael has experienced three major downturns during his 22 years in the business, and in his experience the years follow...

Angela and Michael have known each other for a long time and they’ve been referring clients to each other for years.

[2:50] Good credit is one of the best assets you can have. The US has a unique credit system that allows you to leverage your cash position and grow your wealth.

[4:10] Angela works with both businesses and consumers but she spends a lot of her time teaching business owners to separate their personal credit from thei...

Larry and Michael go back nearly twenty years. Larry began the American Society of Tax Problem Solvers to specifically foster education in the area of tax resolution. It’s a place where practitioners can learn and also meet other people in the same industry as them.

[4:10] What is tax problem resolution? Simply put, if someone has a problem with the IRS, a tax resolution specialist can come in and solve that problem.

[6:35] Larry’s...

Christine and Michael go back all the way to 1998, when Michael was buying huge numbers of names from TaxLienLists.net. Christine started out in 1996 while working for a trucking company, where a friend shared the latest technological advance with her later known as the World Wide Web. One of the family members came up with the idea of collecting government records online, and this developed into a business selling that information...

The godfather of tax resolution is the featured guest of the podcast today. Robert McKenzie is the guy that leading attorneys and CPAs turn to when they have criminal tax defense cases they need help with. Robert has a unique perspective into the IRS since he worked as a collections officer and literally wrote the book when it comes to representation before the IRS.

[4:15] Robert started his career as a revenue officer of the IRS. ...

Jeffrey Schneider has a tax and accounting service, but he also has a separate company that helps taxpayers with tax resolution and solving their IRS problems.

[3:40] When Michael presented the Audit Protection Plan, the first thing that Jeffrey thought was “free money.”

[4:30] Michael originally got into the tax audit protection business when he was running his tax resolution business. He was running a separate business of his own...

Ben Golden lives in Thomasville, Alabama, which is a town of only 1800 people. He sold his practice in Florida five years ago and purchased a construction company, but he wanted to get back into the business, just not the compliance side. He saw Michael’s program, but had some major concerns about living in a rural area.

[4:00] Ben’s original practice did the things that a traditional accounting firm would do other than auditing. B...

Chris Micklatcher started off as a lawyer in Portland, Maine, focusing on estate planning and tax work. The transition to tax resolution came 30 years ago when a client came into his office that needed some help with his back taxes. Back then, it was very easy to find new clients, but now the market for the business has completely changed.

[5:40] There are around 3,300 counties in the United States, and for some of them, when the I...

Ken Mullinax had always wanted to have his own business but was a bit of a late bloomer. He started going to college full-time while he was working full-time in his late 30’s and got his degree in accounting. His first step was to leave his factory job and become a revenue officer with the IRS. In many ways, working for the IRS was Ken’s best job and where he learned about collections and resolution.

[4:45] Ken left the IRS in 2014...

Patrick Sheehan graduated from law school in 1987 and his first job was for the IRS. He had plenty of responsibilities and treated the five years he worked there as additional education. When he turned 29 he left the IRS to teach at the law school he went to as well as started his own business helping people solve their IRS problems.

[3:50] There are three different divisions you can work at in the IRS; general litigation, tax liti...

Jong Lee is a CPA and also has a doctorate in Business Administration. He’s been a teacher and has taught both accounting and taxes. Several years ago, he took on tax resolution in Los Angeles and that really opened his eyes. His previous experience as a forensic auditor tied right into his work in tax resolution.

[5:25] Jong had always wanted to get into tax resolution work, but he wasn’t sure how to actually do the work. When he ...