Tax Resolution Specialist: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Tax Resolution Specialist
The five people who should be sending you clients
- CPA / Accountant (They send you work)
Shared trigger: a letter shows up from the IRS - Attorney Real Estate (They send you work)
Shared trigger: somebody gets sued - Community Association Manager (HOA / Condo) (They send you work)
Shared trigger: somebody gets sued - Financial Advisor (They send you work)
Shared trigger: an owner sells the company - Attorney Business & Corporate (They send you work)
Shared trigger: somebody gets sued
The three rooms to be in
- Vistage: Your partners are in this room: CPAs, financial advisors, and business attorneys.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, community association managers, and financial advisors.
- Your local estate planning council: Your partners are in this room: CPAs and financial advisors.
- Vistage: Your partners are in this room: CPAs, financial advisors, and business attorneys.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, community association managers, and financial advisors.
- Your local estate planning council: Your partners are in this room: CPAs and financial advisors.
Don't confuse this with networking: State CPA society. Learning and supplier access, not referrals.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need tax resolution firms, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 CPA / Accountant They send you work Trigger: a letter shows up from the IRS 80 match strength out of 100
- 2 Attorney Real Estate They send you work Trigger: somebody gets sued 66 match strength out of 100
- 3 Community Association Manager (HOA / Condo) They send you work Trigger: somebody gets sued 65 match strength out of 100
- 4 Financial Advisor They send you work Trigger: an owner sells the company 64 match strength out of 100
- 5 Attorney Business & Corporate They send you work Trigger: somebody gets sued 64 match strength out of 100
- 6 Insurance Property & Casualty They send you work Trigger: somebody gets sued 63 match strength out of 100
- 7 Attorney Bankruptcy You send them work Trigger: a letter shows up from the IRS 61 match strength out of 100
- 8 Business Banker They send you work Trigger: an owner sells the company 60 match strength out of 100
- 9 Business Coach They send you work Trigger: an owner sells the company 58 match strength out of 100
- 10 Bookkeeper You send them work Trigger: a letter shows up from the IRS 57 match strength out of 100
- 1 Attorney Bankruptcy You send them work Trigger: a letter shows up from the IRS 59 match strength out of 100
- 2 CPA / Accountant They send you work Trigger: a letter shows up from the IRS 55 match strength out of 100
- 3 Translation & Interpretation You send them work Trigger: somebody gets sued 48 match strength out of 100
- 4 Bookkeeper You send them work Trigger: a letter shows up from the IRS 47 match strength out of 100
- 5 Court Reporter & Litigation Support Two-way Trigger: somebody gets sued 46 match strength out of 100
- 6 Mold Remediation You send them work Trigger: somebody gets sued 46 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Vistage Your pick Your partners are in this room: CPAs, financial advisors, and business attorneys. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: CPAs, community association managers, and financial advisors. Chapter finder →
- 3 Your local estate planning council Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 4 State bar practice sections Your partners are in this room: real estate attorneys, business attorneys, and bankruptcy attorneys. Chapter finder →
- 5 EO (Entrepreneurs' Organization) Your partners are in this room: financial advisors, business attorneys, and business coaches. Chapter finder →
- 6 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, business attorneys, and P&C insurance agents. Chapter finder →
- 7 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Vistage Your pick Your partners are in this room: CPAs, financial advisors, and business attorneys. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: CPAs, community association managers, and financial advisors. Chapter finder →
- 3 Your local estate planning council Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 4 State bar practice sections Your partners are in this room: real estate attorneys, business attorneys, and bankruptcy attorneys. Chapter finder →
- 5 EO (Entrepreneurs' Organization) Your partners are in this room: financial advisors, business attorneys, and business coaches. Chapter finder →
- 6 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, business attorneys, and P&C insurance agents. Chapter finder →
- 7 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 8 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
State CPA society
Most tax resolution firms join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Let us be straight with you. For tax resolution firms, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Tax Resolution Specialist per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for tax resolution firms, and the next meeting dates for your area.
Send me my list