Three Steps to Get Started

Three Steps to Get Started

Jump Start Your Marketing Campaign

My name’s Andrew Schaefer and I’m an Enrolled Agent here in Orlando, Florida. I run Insight Tax Services and fix people’s IRS tax problems everyday as my “main gig.” In my road to building my successful practice, I learned about what works and what doesn’t to reach new clients. The plain truth: Big faceless data brokers mostly sell pretty crummy marketing lists. Their records are usually at least a few weeks old, they have big minimum order amounts, and sometimes their records aren’t even real IRS liens! When my friends in the business started asking me for help, that’s when I started

People need my help more than ever once they’ve received a Notice of Federal Tax Lien, so I figured out better ways to reach new clients in mid-Florida. And it’s not all that complicated! Here’s my step-by-step to get your phone ringing in just a few days:

1. Decide how many letters you want to send and where you want to send them. 

Let’s use NYC as an example. There’s about 150-200 liens filed per week in the boroughs of New York City. If that’s your backyard, you may want to choose the past one or more months to do a big one-time mailing, and then a mailing once a week with the newest filings. currently charges between 25 cents and 60 cents per record depending on your specs. Email, call or text me at (321) 872-7742 and we’ll go over your options and cost.

2. Write your letter.

Tell your prospective client that you’re licensed, experienced, and can help them fix their tax problem. A single page printed off your inkjet printer is perfect. I find that being very plain-spoken works well, and I sign my first name on each letter and include a business card. Please email me at if you’d like to see my template letter with the mail-merge already set up. Here’s 500 of the envelope I use with a tough-to-beat price.

3. Mail your letters.

Buy rolls of forever stamps at the post office and put them on your envelopes. I have my assistant fold, stuff, and stamp each mail piece when we have a break in the day’s work. I find that using real stamps and not a postage meter makes the letters get noticed. If you’re doing a local campaign, be sure to make your address easy to spot.

That’s it! So why haven’t you gotten started yet? If you have any questions, I’d be happy to walk you through the steps. The best way is to call or text me at 321-872-7742 and let’s find you clients who want to pay you for the help you can provide to them!

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One Response to “ Three Steps to Get Started ”

  1. Robert Annis says:

    Hi Andrew,

    I am a EA and am experienced in tax resolution working for a firm in northern Idaho. I am living in Spokane, WA. (Eastern Washington) and will be going out on my own and would like to inquire about using your services. As a solo practitioner I am looking for a way to generate approximately 8 clients a month. Tax lien marketing will be my main marketing focus. Your site mentioned that you are a ASTPS member and I am as well. Please let me know if you have the ability to help direct me and use your services. Thank you.

    Robert Annis