accounting and tax

Being Authentic in the Accounting and Tax World with Carlos Samaniego

In the accounting and tax world, it’s easy to trudge through the daily workflow without building relationship with clients and marketing your services. The reason: You can be an expert in your field – the best accounting and tax pro – without doing all of that.

But will all of your expertise amount to anything if clients don’t like you and new leads can’t find you?

Today’s guest, Carlos Samaniego, is an author and speaker who got into tax resolution work after experiencing first-hand the terror of owing the IRS. (He spent over eight years not filing taxes – imagine the penalties and interest due!) He has since turned his life around and now helps others do the same. Carlos’s firm has saved tens of thousands of dollars in back taxes by negotiating settlements with the IRS instead of letting them bombard his clients’ lives with aggressive collection tactics (like levies or wage garnishments). His book, How to Make the IRS an Offer They Can’t Refuse, has been featured on Fox News, CBS, and NBC TV and on radio stations throughout the U.S.

Listen in as Carlos shares with Nate Hagerty (TaxProMarketer CEO) not only how he fell into doing tax resolution work, but the power he’s discovering in being authentic with his clients and how to practically implement this in accounting and tax firms.

Carlos’s free book:

Available_Black copy
Available_Black copy

Connect with Nate Hagerty


• If you’ve been holding out on doing resolution work… Now is the time.

• Of course, you want to be good at what you do. But if you don’t get the word out (through marketing), people won’t find you… no matter how good you are.

• Develop trust. Turn your clients into fans. BE AUTHENTIC.

This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.

Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.