Write Your Tax Lien Marketing Letter

Write Your Tax Lien Marketing Letter

I’ve spoken with several tax resolution practitioners that confidently declare they will build their practice with direct mail to emulate successful practices. Unfortunately, some get stuck when they have to design and write their mail piece. Let’s break down the process so you don’t join the ranks of the dreamers that stay asleep.

First and foremost, you want to put yourself in the shoes of the person who, just days before, received a Certified Letter from the IRS notifying them that their property is now subject to a Federal Tax Lien. Imagine that, what a scary moment! Oftentimes the individual had put their tax problem to the back of their mind before this point due to fear or lack of information, but now the problem is difficult to deny. This is often the moment they first decide to reach out for professional help. So what do you have to offer them? Why will they contact you?

My strategy is to write a personable letter which gives potential clients peace of mind and highlights my company’s abilities. It emphasizes the fact that we are local and offer free initial consultations.  To stand out from the crowd that mails from Denver and Los Angeles, our mail piece has a local return address, is a standard white #10 envelope, and contains a single page letter on our company letterhead. Our clients respond to us because we’re real people with real experience, and we stand behind what we do.


Items to Consider Including

1. A Local Address and Local Area Code phone number. Google offers free local phone numbers through their Google Voice service. You can set these up to forward to your main phone number. If you have a VoIP service like Ring Central, it’s very cheap and easy to add extra numbers.

2. Your Biography and a description of your practice. People need to feel comfortable enough to call you, so give them a bit about yourself and/or your company.

3. The Services you provide. Inform taxpayers that their bill may be far higher than it really should be, and that it is a wise investment to consult a professional. The most popular services are multi-year filings, settlements (OIC), installment agreements (IA) and currently not collectible status (CNC), levy and lien removal, penalty abatement and audit defense and reconsideration. Be careful to not promise any specific results.

4. Consequences of inaction. It’s important to let the taxpayer know they are in for a light paycheck or an empty bank account if they don’t take action. Make sure to be forceful but not dwell on the negative. Emphasize the fact that you can get between them and the Service with a Power of Attorney. The IRS will have to deal with the practitioner and not the taxpayer. We’re used to talking to the IRS everyday, but to the potential client, just the thought of an IRS Agent at the front door is a heart-stopping catastrophe.

5. Testimonials from prior clients. This is a huge confidence builder in your skills. Use testimonials that emphasize results; levy removals and successful OICs are big sellers.

6. End your letter with a Call to Action. The prospect must have a clear way to call, email or visit your office. Confidently state that they must take action today so they can have peace of mind tomorrow.

7. Consider sending a Follow-Up Letter a few weeks or months after the first. Sometimes, your future client will not take action until a Revenue Agent or Revenue Officer is assigned to the case, or a levy has been issued. This second letter (or even third or fourth, if the response rates are acceptable) might take a different tone in order to reach a different type of client.


Now it’s time to take action and leave your competitors in the dust! Write your letter today, or contact us and we can have our in-house copywriter draft a letter for a reasonable price that meets your specs. We also can recommend a graphics designer, printer and/or bulk mail shipper upon request.



Florida Federal Tax Lien Records

Florida Federal Tax Lien Records

Our team has put in some overtime hours and FederalTaxLienSearch.com now supports nearly every county in Florida for highly customized IRS Tax Lien records requests. For those who have kept up with my posts, you’ll know that my IRS tax problem resolution business is located in Orlando, Florida. So unless you’re marketing to the Central Florida region, you’ve got a lock on the best source of IRS tax lien records with FederalTaxLienSearch.com.

For Enrolled Agents, Certified Public Accountants and Tax Lawyers in Tampa, Miami, Ft Lauderdale, Jacksonville and West Palm Beach, this is your opportunity to get your message out to fresh FTL recipients. Just today our small practice got six new customers, and our top marketing tool is direct mail leads provided by FederalTaxLienSearch.com. Contact our lien project manager Houston Lopez at 321-337-4172 and let’s talk about how to build your tax problem resolution business using marketing best practices.

Interested in leads from another state? Drop us a line and I’ll tell you if we can support your market.

Georgia IRS Federal Tax Lien Records

Georgia IRS Federal Tax Lien Records

FederalTaxLienSearch.com has added the entire state of Georgia to the records we can collect for your tax problem resolution practice. That means if you’re in Atlanta, Augusta, Columbus, Savannah, Athens or other Georgia cities/counties, you can order regularly updated and fully filterable IRS FTL records. This is perfect for EA’s, CPA’s and Tax Attorneys who want to be the first to reach lucrative new tax problem resolution customers.

So what are you waiting for? Contact us or perform a records search right now and we’ll tell you how to get started. There’s never any contracts or minimums because we want you to succeed like we have by using lien letters mailed to IRS debtors as an effective marketing tool.

Lifestyles of the CNC and Famous

Is Casey Anthony’s IRS Tax Problem Resolved?

Besides to protect their interest in all property, one of the main reasons the IRS files Federal Tax Liens is to notify the public that a business or individual owes the government money. Because credit bureaus collect this information,  lenders are more wary of extending credit to FTL recipients. And when you’re a celebrity, it usually makes the news.

Right here in our backyard, Casey Marie Anthony (of tabloid fame) seems to be having some tax troubles. Her first tax lien was filed back in May, listing her 2008 calendar year 1040 debt as $68,520.41.  See Casey Anthony’s Osceola Co. IRS Tax Lien.  The tax lien address is purportedly her attorney’s office. If a tax practitioner had bought this tax record to send a marketing piece to the individual and received a response from them, a number of services could be provided. First, the person needs an evaluation of their tax problem. This analysis may lead the practitioner to file unfiled returns, amend incorrect or incomplete returns, review statute of limitations issues, and several other basic reviews and services. If the client can afford to make monthly payments, the practitioner may perform a financial analysis and apply for a monthly payment plan. If the client cannot afford to pay, then “Currently Not Collectible” status may be a possibility.

Yesterday, another lien was filed against Casey Anthony. When we see a lien re-filed so quickly, it often means the person was placed into a Currently Not Collectible Status, since a lien is re-filed to protect the government’s interest in this case. See Casey Anthony’s Orange Co. IRS Tax Lien. This lien was filed August 25th 2011. Since this client still may be a good candidate for an Offer in Compromise (settlement), it’s still a good idea to send another marketing piece to them.

As an aside, I don’t like to post in public forums tax lien records because it does not seem respectful to the individual affected. But when the person is as well-known (infamous?) as this young woman, and the record is already in the news, then I see no harm to be done. So you will only see posts like this when it singles out a public figure.

Intro to Tax Lien Mailings

If you’re a tax practitioner, sending mail to potential clients with a recently filed Notice of Federal Tax Lien is the proverbial “lowest hanging fruit” of your marketing campaign. These individuals have an immediate need for extensive tax services, and they usually have no idea where to turn and what their options are.

The opportunity for your business is clear. If you’re subscribing to our lists and sending out mail to your regional market, you can often be the first letter in their mailbox offering tax problem resolution services. Our own tax business mailer sometimes even beats the IRS Federal Tax Lien Notice to reach the taxpayer! So what does it take to be a Federal Tax Lien direct mailer? Surprisingly little.

First, you need to obtain the name, address, and tax debt details on the individuals who have just received a tax lien. Since tax liens are filed at the county level, it can be a real hassle getting the information you need. Every county does things differently, and getting the complete information for your target market can be a hassle when doing it yourself. By using our list service, you tap into our network of researchers to get the data promptly and accurately.

Once you have the name and address information in a spreadsheet, you need to print it on the envelope you’re going to send. You can use Microsoft Word’s Mail Merge feature to print out your list automatically. Watch this Youtube video and play around with the software to learn how to use this feature. If you want to simplify the process, we offer labels pre-printed and mailed to you with the lien recipient’s information already printed onto it.

Writing the letter and/or brochure you’ll send is fairly straightforward. Your message should describe yourself, your business, what options you offer the taxpayer, and a clear method to contact you with a call to action. Be sure to not promise specific results, because every case is unique. But suggest that it is possible to save significant amounts of money in many cases, and that inaction will only make the matter worse. Let the taxpayer know that IRS Collections has the ability to levy bank accounts and garnish paychecks.

Now that you have a letter and a message with an addressed envelope, all you need to do is affix postage. If you anticipate sending 200 or more identical mail pieces per mailing, you will want to investigate your bulk mail options. Bulk mail can cost under 30 cents per letter (compared to 44 cents for 1st Class Mail) and under 25 cents if you’re sending it to certain nearby areas. If you are doing 200 or more pieces each mailing and don’t want to pay the fees associated with having a permit, contact us and we can recommend a good printing and bulk mail provider. You can even print the bulk mail permit number on the mail piece so there’s no postage to affix.

Often, a regional campaign will hand affix 1st Class stamps so they don’t have to worry about 200 piece minimums to reach bulk mail rates. They know that their letters will get out faster without waiting to bundle their campaign with the following week’s.

That’s the basics of mailing. Now it’s time to take action! Contact us today and we’ll help get you started.

Thoughts on Telemarketing

Is it OK to Call IRS Tax Lien Recipients?

While I was at the National Tax Forums last week, I spoke with an IRS Special Agent based in Jacksonville. She works for TIGDA and we discussed some of the problems they’re seeing in the field when it comes to tax lien marketing.

The one repeated complaint she was seeing was auto-dialers calling people, some of whom had tax problem and some who did not. One of these recordings reportedly would tell people they had a tax debt of a certain amount, and then to press “1” to speak with a representative. Apparently, it’s not an easy task to track these companies down, so they continue to operate.

This is the illegal and unethical way to do telesales, of course. But even with a live human calling recent tax lien recipients, as a number of companies do (and for some reason a lot of them are based in Colorado), there are legal concerns.

According to Circular 230, an unlicensed practitioner should not give tax advice and portray themselves as an expert. And that’s exactly what many of these companies do- they’ll have their sales floor say you can “settle for pennies on the dollar.”

A second concern is the “Do Not Call” list. While it’s more-or-less legal to cold call businesses, it is definitely not legal to cold call individuals without putting their phone number through the DNC list filter. It could cost you very big dollars by ignoring this federal law.

My thoughts on telemarketing are that it’s not worth the liability, especially on a local scale. Due to this, many tax lien data companies are no longer selling telephone numbers along with names and addresses due to the risks associated with the information being used improperly. My practice is investing in mailings to FTL recipients, and we have a full office every day (and no sleepless nights) because of it.

IRS Nationwide Tax Forums

IRS Nationwide Tax Forums

The IRS is hosting six trade shows/seminars/CPE opportunities it calls “Nationwide Tax Forums” this year. And as luck would have it, the second one is taking place right here in Orlando tomorrow. I’ll be there for the next three days meeting people and learning about all things tax related.



Welcome to FederalTaxLienSearch.com!



Welcome to FederalTaxLienSearch.com!

My name is Andrew R. Schaefer, and I’m an Enrolled Agent and small business owner from Orlando, Florida. I own a business that provides tax consulting, return preparation, and IRS representation to tax problem resolution clients. I also work with retired IRS Special Agent Jose Ayala at Ayala Tax Services where we fix IRS tax problems for people in Central Florida and across the country. Through these businesses, I’ve learned a great deal about marketing to IRS tax lien recipients. FederalTaxLienSearch.com is my outlet to share this information with others in our specialty.

Both businesses I am associated with have used tax lien records for marketing purposes from the very beginning, and it’s been one of our best tools to meet new clients. After talking with a great group of tax pros at an American Society of Tax Problem Solvers seminar in Atlanta a few weeks ago, I realized that we need to work together to follow best practices in our small businesses- not only to deliver good results for clients (the primary goal), but also to keep our practices prosperous and growing.

This is why I created FederalTaxLienSearch.com. We will help Enrolled Agents, CPA’s and Tax Attorneys build their practice by providing them with a great marketing tool: IRS federal tax lien names and addresses, customized for their target market, delivered as promptly and reliably as is possible, all for a reasonable price. Contact us today to get started using our IRS lien lists.