Tax Defense Network Partner Program brochure

Partner Program

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A Letter from Frank Valinho Vice-President of Tax Defense Network, Inc. Jacksonville Tax Professionals, Since taking the reins as Vice-President of Tax Defense Network, I’ve had the pleasure of speaking and interacting with many of your co-workers and colleagues. So often, our conversations would turn to discussions about unmet needs and unresolved issues within the tax field. More specifically, the lack of a credible and trustworthy resources to refer clients who have IRS and State tax liabilities.

All too often, I am told that Tax Professionals have little choice but to refer Frank Valinho their clients to a local tax attorney or to the IRS itself. Neither choice is optimal since tax attorneys are competitors of sorts and direct contact with the IRS can be intimidating for many clients. In addition, the IRS does not always have the client’s best interest in mind when a repayment plan or resolution is formulated.

It was clear to me ... that an opportunity existed to create a program that provided Tax Professionals and taxpayers (and your clients) with a much-needed service.

I am convinced that what Tax Professionals tell me is absolutely true. I believe this because not a day goes by that our firm does not consult with a taxpayer who harbors a growing sense that he or she has been abandoned by their CPA, tax preparer or bookkeeper. Most of these taxpayers are simply seeking proper guidance and sound advice for resolving their delinquent tax problems. Generally, the more complex the case, the more abandoned, lost and distressed these taxpayers feel.

It was clear to me and the Tax Professionals I spoke with that an opportunity existed to create a program that provided Tax Professionals and taxpayers (and your clients) with a much-needed service. As a result, I commissioned our firm to thoroughly investigate and then launch “The Partner Program.”

Frank Valinho

It has been truly gratifying to witness the enthusiastic response to the Partner Program. In retrospect, I probably should have anticipated the positive response since it is such a win-win situation for everyone involved. As a Tax Professional, you can now present your firm as a full-service tax firm and know that your clients will receive the same white-gloved service you would provide. Clients also benefit in knowing that their trusted Tax Professional has partnered with a top-tier firm that can handle all of their tax problem needs — regardless of complexity.

I trust that you will take the time to evaluate the many benefits of becoming a Partner. Our firm is standing by to assist you and your firm in any way it can to provide your clients with a new and unique value-added service.

Partner with Tax Defense Network today!

Kindest Regards, Frank Valinho Vice-President, Tax Defense Network, Inc.

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The Partner Program Your clients have spoken. You have spoken.

Tax Defense Network has heard the call.

Now you can grow your business and bottom line without additional investment in time or resources! The Tax Defense Network Partner Program will help you earn more, grow more, and do more to differentiate yourself from the rest.

As a Tax Defense Network Partner, you now have an advantage over your competition!

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A new, high-value service for your clients Your clients need tax debt resolution services! As a Tax Defense Network Partner, you can: n

Add to your service offering – become a full-service tax firm!

Enhance your existing relationships and maintain your client base without fear of loss by referral n Refer your clients to a trusted firm to handle IRS tax debt and know that they are in good hands n

Partners get direct access to our Licensed Tax Professionals As a Tax Defense Network Partner you have additional resources to serve your clients: Partners get direct access to our Licensed Tax Resolution Professionals Second opinions, advice and expertise…just a phone call away n We’re your trusted advisor on IRS collections n n

Grow your income with existing clients

ronnie hicks Tax Attorney

You have worked hard to acquire and maintain your business relationships. Partnering with Tax Defense Network will grow your bottom line without additional time or effort.

You share in the Partner revenue stream and earn additional revenue from your existing clients n Generate ongoing, passive, residual income — you earn for each referral and a growing percent of the tax resolution fee n You maintain control and communication regarding the progress of your client’s case n

Spend your time on your most profitable services Your time is money, and spending half your day on hold with the IRS is not part of your business plan. IRS “hold time” often exceeds 90 minutes during tax season! n n

IRS tax cases are time consuming — spend more time on your specializations Focus on what you do best to get more done with less time

Partnering with Tax Defense Network was a no-brainer for me. My clients couldn’t be happier with the service they’ve received. And this makes me happy. marvin dupree, CPA, Jacksonville

We’re Partners, not competitors As a Tax Defense Network Partner, your book of clients remains entirely within your control.

We are a service provider to you, as well as to your client. n

Competing services are not offered to your clients Your clients are never solicited by anyone, for any reason n You keep your clients — no more abandoned clients! n

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Tax Defense Network A company you can trust.

Choosing a Partner to trust with your clients and your reputation is not an easy task. You need an experienced partner with an outstanding record, and a staff of effective professionals.

Your partner in growth must be an extension of your firm and everything you have worked so hard to build — an ally to you and to your client.

Tax Defense Network is the Partner you have been looking for.

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We’re trusted.

You need a Partner you can trust with your most valuable asset — your client. We have been resolving debt issues since 1997 and are proud of the reputation we have earned. n

BBB Accredited — we hold and maintain an “A” rating with the Better Business Bureau In good standing with all state Attorney Generals n Corporate Counsel is Chairman of the Client Security Fund for Florida Bar, and lectures on ethics n

We’re effective.

We’ve earned our stripes negotiating favorable resolutions with the IRS. n

Consultations on $3.3 billion dollars in tax debt – we successfully close 400+ cases per month with the IRS n Our legal department includes more than 50 attorneys, licensed enrolled agents and support staff n Legal department has the highest credentials in the industry and is headed by a former IRS Revenue Officer, Richard Close “The IRS Hitman”

Richard Close “The IRS Hitman”

We’re here to stay.

You and your clients are invited to meet with us in our expanded and newly renovated office. We provide extended office hours to accommodate busy schedules. n

Locally owned and operated — the company occupies 17,000 sq. ft. of class-A office space on Jacksonville’s Southside n 1A1 Rating with Dun & Bradstreet means financial stability and creditworthiness n Awarded “Fastest-Growing Privately Held Company” in Northeast Florida by the Jacksonville Business Journal

The team got together, formulated a plan, and put it to action.

They stayed in contact with me every step of the way. Thank God I went with Tax Defense Network. I’m satisfied. I’m overjoyed.

Myron H., Lindenwold, NJ

We’re serving our community.

Tax Defense Network has roots in helping those in need and this includes our neighbors.

We are especially proud of our ongoing support for local causes including: n

Dignity U Wear — providing clothing to those in need Hubbard House — domestic abuse shelter n Camp Boggy Creek — summer camp for seriously ill children n American Heart Association — annual heart walk n

Accredited with

member

Rating

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AWARDED The Fastest-growing Privately Held Company in Northeast Florida (2010) Jacksonville Business Journal

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www.TDNpartner.com 904.404.3530 13901 Sutton Park Drive South, Suite 220 Jacksonville, Florida 32224

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Copyright Š 2012 Tax Defense Network, Inc.

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