For Enrolled Agents and tax resolution firm owners

Guides on getting IRS cases

How firms get resolution clients, how to screen the people who respond, what you may say in ads, and what to demand from anyone selling you leads. Written from the rules and from firm owners' own words, with the sources linked.

• How to Get Tax Resolution Clients: 5 Sources Compared

  Referral partners, lien mailing, bought leads, your own ads and done-for-you acquisition, compared on speed, intake demands, risks and firm stage.

• How to Vet Tax Resolution Leads Before You Pay

  Buying tax resolution leads? Five questions to ask a vendor, what TCPA consent records to demand, and which terms to put in writing before you pay.

• Screening Tax Resolution Leads Before Intake

  How a tax resolution firm can screen leads for balance, notice stage, intent and ability to pay before a case manager or the owner takes the consultation.

• Tax Resolution Advertising Rules: Circular 230, FTC, TCPA

  What Circular 230 sections 10.30 and 10.27, FTC rules and the TCPA say about tax resolution ads, with the rule text quoted and a checklist to run.