Tax Resolution Specialist: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for tax resolution firms and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need tax resolution firms, who else gets a call that same week?
Tax resolution firms sell to both individuals and businesses, and most of the work starts when a letter shows up from the IRS. It moves fast, so being the name already in hand matters more than being the cheapest. Most clients buy once, so the flow of new names is the whole business.
- Tax notice or auditwhen a letter shows up from the IRS
- Lawsuit or claimwhen somebody gets sued
- Sale of a businesswhen an owner sells the company
- Divorcewhen a marriage ends
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.
The same list, turned around. Give first and the rest follows.
- 01
CPA / Accountant
They send you work80Trigger: a letter shows up from the IRS
CPAs hear about it when a letter shows up from the IRS, before you do. This one sends you work rather than trading it.
- 02
Attorney Real Estate
They send you work66Trigger: somebody gets sued
Real estate attorneys hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 03
Community Association Manager (HOA / Condo)
They send you work65Trigger: somebody gets sued
Community association managers hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 04
Financial Advisor
They send you work64Trigger: an owner sells the company
Financial advisors hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 05
Attorney Business & Corporate
They send you work64Trigger: somebody gets sued
Business attorneys hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 06
Insurance Property & Casualty
They send you work63Trigger: somebody gets sued
P&C insurance agents hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 07
Attorney Bankruptcy
You send them work61Trigger: a letter shows up from the IRS
You hear about it when a letter shows up from the IRS, before bankruptcy attorneys do. Expect to give more than you get back here.
- 08
Business Banker
They send you work60Trigger: an owner sells the company
Business bankers hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 09
Business Coach
They send you work58Trigger: an owner sells the company
Business coaches hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 10
Bookkeeper
You send them work57Trigger: a letter shows up from the IRS
You hear about it when a letter shows up from the IRS, before bookkeepers do. Expect to give more than you get back here.
- 01
Attorney Bankruptcy
You send them work59Trigger: a letter shows up from the IRS
You hear about it when a letter shows up from the IRS, before bankruptcy attorneys do. Expect to give more than you get back here.
- 02
CPA / Accountant
They send you work55Trigger: a letter shows up from the IRS
CPAs hear about it when a letter shows up from the IRS, before you do. This one sends you work rather than trading it.
- 03
Translation & Interpretation
You send them work48Trigger: somebody gets sued
You hear about it when somebody gets sued, before translation companies do. Expect to give more than you get back here.
- 04
Bookkeeper
You send them work47Trigger: a letter shows up from the IRS
You hear about it when a letter shows up from the IRS, before bookkeepers do. Expect to give more than you get back here.
- 05
Court Reporter & Litigation Support
Two-way46Trigger: somebody gets sued
You and court reporters both get the call when somebody gets sued, usually the same week. This one goes both ways.
- 06
Mold Remediation
You send them work46Trigger: somebody gets sued
You hear about it when somebody gets sued, before mold remediation companies do. Expect to give more than you get back here.
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.
Vistage
Your partners are in this room: CPAs, financial advisors, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Vistage
Paid peer groupYour partners are in this room: CPAs, financial advisors, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, community association managers, and financial advisors.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 03
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 04
State bar practice sections
Your partners' associationYour partners are in this room: real estate attorneys, business attorneys, and bankruptcy attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 05
EO (Entrepreneurs' Organization)
Paid peer groupYour partners are in this room: financial advisors, business attorneys, and business coaches.
Owners above a revenue bar, meeting in private. Few referrals, but the ones that happen are big and close fast.
Chapter finder → - 06
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, business attorneys, and P&C insurance agents.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 07
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder → - 08
LeTip International
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Weekly referral chapters. One person per job. Strong with trades and home services.
Chapter finder →
Vistage
Your partners are in this room: CPAs, financial advisors, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Vistage
Paid peer groupYour partners are in this room: CPAs, financial advisors, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, community association managers, and financial advisors.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 03
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 04
State bar practice sections
Your partners' associationYour partners are in this room: real estate attorneys, business attorneys, and bankruptcy attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 05
EO (Entrepreneurs' Organization)
Paid peer groupYour partners are in this room: financial advisors, business attorneys, and business coaches.
Owners above a revenue bar, meeting in private. Few referrals, but the ones that happen are big and close fast.
Chapter finder → - 06
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, business attorneys, and P&C insurance agents.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 07
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters → - 08
An independent local leads group
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.
State CPA society
Most tax resolution firms join this room first. It is also the one most likely to be the wrong pick. A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes. Everyone in it does what you do. Join it for the training, the licences, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
State CPA society →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.
Is your seat open?
Prime Time takes one tax resolution specialist per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in 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 roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for tax resolution firms, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. 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.