Welcome, Enrolled Agents & CPA Professionals!      

Overview

Thinking back on the past few years, from time to time we have experienced a client that will have a tax lien that prevents them from buying a home or completing a refinance.  We are always looking for solutions for our clients and many times, that solution is an enrolled agent who can negotiate a settlement with the IRS.  Conversely, there are times when the only solution for a client with a IRS tax situation is to access their home's equity to satisfy their debt.   We specialize in helping those clients who are faced with this most stresssful (yet sometimes very easily solvable) challenge.   We have developed long term relationships with Enrolled Agents/Tax Professionals, who have realized the true value of this service to their clients & themselves, and have referred their clients to us.

Client Retention Contact Program

In addition to the services we provide our Enrolled Agents/CPA Preferred Providers, we also help them retain their past client loyalty through our Client Retention Contact Program, therefore increasing their monthly business & income.

Click the link below to see how we help our Preferred Providers businesses grow through this program.

Client Retention Contact Program

 

We only team up with proven professionals with the highest ethical standards who have demonstarated a desire to work in their clients best interest  If you feel you meet these standards, feel free to contact us to arrange for an interview. 

 

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