Webinar: Exactly What to Say: Mastering Client Conversations for Tax Resolution Success by Master Sales with EWTS Magic Words

Exactly What to Say: Mastering Client Conversations for Tax Resolution Success

About

In the high-pressure realm of tax resolution, every word matters.

Join Keith Jones, an experienced CPA and tax resolution specialist, along with Carlos Garcia, a communication strategist and coach, as they share insights on how to handle essential client discussions with poise and assurance.
This powerful 1-hour webinar will teach you:

- How to handle tough objections with confidence.
- The strategies to position your value and confidently charge higher fees.
- Proven techniques to convert more leads into loyal clients.

Do not leave your client communications to luck—discover precisely what to say to enhance your tax resolution practice and improve your outcomes.

Agenda

Welcome & Introduction
The Power of Words in Tax Resolution
4 Core Principles of Persuasive Communication
The EXACT Phrases That Convert
Practice & Role-Playing
Final Takeaways & Next Steps

Presenters

Keith Jones, CPA

TheCPATaxProblemSolver

Keith L. Jones, CPA, is a nationally recognized tax resolution expert with over 30 years of experience helping individuals and businesses resolve IRS and Florida state tax issues.

As the founder of The CPA Tax Problem Solver, he specializes in audits, tax liens, levies, and settlements.

A leader in the industry, Keith leverages omnichannel marketing and automation to connect with taxpayers in need.

He is also a speaker and educator, co-hosting “Exactly What to Say: Tax Resolution Edition” and developing resources to help tax professionals improve client communication.

Carlos Garcia

Sales and Communication Specialist

Carlos is a respected sales and communications expert, co-founder of REFRAME Accounting, and founder of ExceedSales.

He specializes in helping accounting and tax professionals enhance their communication and sales strategies.

Drawing from insights in Exactly What to Say, Carlos teaches techniques for effective client discussions, fostering trust and value. Through REFRAME, he has empowered many professionals to improve client satisfaction and retention through strategic communication.