Dear Fellow Enrolled Agent!

Your tax expertise and competence in all areas of taxation, representation and ethics are the key ingredients that differentiate you from other tax professionals as true America's Tax Experts. Our designation is getting increased recognition from the public due to the diligent and trustworthy efforts of thousands of Enrolled Agents nationally. We all had to start our tax career at some point. I myself became an EA in 2011 and opened my tax practice the same year. It was not easy to start from scratch. There were tons of questions that needed answering, like: where to get clients, which software to use, which payroll services to choose etc.

I wanted to share a little bit of my experience on how I started off. I initially 'banked on' servicing primarily IRS representation clients, and not just because I like this area of expertise, but also because it's quite lucrative and naturally feeds your tax prep business. When I began getting my first few clients, I charged a very, very minimal fee. I did a great job of solving their IRS problems successfully, going above and beyond my engagement terms and conditions.

As you well know, "word of mouth" is, by far, the best advertising medium ever invented. So those satisfied clients told the "success story" to their friends and family, and the machine started to roll. I got more clients during my 2nd year in business and even more the following year. But, I must admit… I had "help". I've always believed that getting more work done does not necessarily mean you have to work longer hours. I didn't hire assistants, I worked solo, but I worked "smart". The "help" I'm referring to involved acquiring the best software tools on the market, allowing me to work faster and more efficiently.

These tools include: ProSeries tax preparation software by Intuit, QuickBooks for accounting, Intuit  Online Payroll for payroll services, Tax Interest by Time Value for calculation of interest and penalties, RoboForm for remembering all my passwords, DropBox for storage of my files and PitBullTax Software for my tax resolution work. Trust me; I know how to prepare a return without a software or complete OIC forms manually. But the goal is to be as effective as possible and still be able to enjoy quality time with your family and friends.

To be honest, I spend most of my time with PitBullTax Software, and not because my area of expertise is tax debt negotiation and resolution, but because I work here as well. (Yes, I have 2 full-time jobs). This software was developed specifically for tax professionals like yourself, working on IRS collection cases. It helps you from A to Z: collect financial data from your clients using online Client Questionnaire that flows directly to the software forms and tools, analyze a potential case, compare eligibility for OIC, IA and CNC, price a case, prepare engagement and other customizable letters,  prepare collection information statements and other IRS forms, send them to your clients via email for review and much more.

It also has comprehensive Case Management and Billing modules to keep you on track with your cases and invoice your clients as required. However, the best feature of the software is the tax logic that's programmed into every single IRS form (we have 24, to date). You don't even need to know all the calculation formulas or research the allowable expenses. The IRS collection standards are pre-programmed for every single county, and if for some reason your client is no longer eligible for an OIC, you can instantly jump to an IA or a CNC with just a click of a mouse.

And last year, with introduction of version 3.0, we have added another optional feature that I cannot live without these days: IRS Transcripts Delivery and Reporting. Those who have e-services TDS access can easily request IRS Transcripts from within a software for multiple periods, get them in seconds and as an added bonus receive analytical reports created on-the-fly by the software (my clients believe I spend hours creating these comprehensive and neat reports). Besides, the data from Account Transcripts is integrated directly to the various tools and forms in the software. And even more valuable is the alert feature, that notifies you every time there is an important change on client's account. Alerts are often received couple weeks prior to IRS notices received in the mail.  

I would like to invite you to check out PitBullTax Software features for yourself. Whether you are a "seasoned professional", already representing clients before the IRS or a newly licensed EA, planning to embark on this area of expertise, it will be an invaluable tool to have in your possession. Click on the links to the right to view the demo and learn more about the software features and available plans. We offer 7-Day FREE Trial too!

I would also like to extend a welcome bonus to my fellow Enrolled Agents: a 15% discount on all plans and optional features. The promo code TAXEXPERT should be used when ordering, and is valid until September 30, 2016.

If you have any questions, please call us at 954-748-2855. I look forward to working with you.

Sincerely,

Irina N Bobrova, MST, EA, CAA, NTPI Fellow
Chief Operating Officer
PitBullTax Software

www.pitbulltax.com