We sell. We also train the people who sell and refer.
21 Century Tax brings its own trained sales team. We can also train your reps to present Next Step services, and train your front-line staff to spot when a client needs more and set up the introduction.
Three ways the sale happens
Most partners start with our team and add training as they grow. You can use all three at once.
Our team sells
Our sales team presents Next Step services to your clients on your behalf.
- Trained, current reps who present only what the client’s file supports
- Your firm approves which clients we contact and which services we present
- The client is told in writing that 21 Century Tax does the work
- No added headcount or sales management for your firm
Your team sells, trained by us
Your reps present Next Step services with the same guides and standards our team uses.
- A written presentation guide for each service
- Reps cleared on a service before they present it
- Training refreshed as IRS procedures and tax law change
- Our team available for complex cases
Your front line sets us up
Intake staff, case managers and customer service learn to spot a need and set up a 21 Century review. They don’t sell anything.
- The signs in a file that point to a next step
- How to get the client’s consent before anything is shared
- A short, approved introduction
- A clear line: no fee quotes, recommendations, or predicted outcomes
What your front line learns to spot
These show up in files your team already handles every day, on intake calls, document requests, and status updates. Spotting one is enough to set up a review.
| When the file shows | Set up a review for |
|---|---|
| Years with no return, or a return the IRS prepared | Back tax returns |
| A business owner with no books or profit and loss statement | Records rebuild and monthly bookkeeping |
| A new year’s balance building on top of a payment plan | Tax set-aside and estimate planning |
| Payroll deposits behind, or a revenue officer assigned | Payroll tax and field representation |
| Forms 1099-C, or debt settled through a program | Tax relief on settled debt |
| Retirement account withdrawals with no tax withheld | Retirement income planning |
| A divorce or separation, or a spouse’s business on a joint return | Spouse relief and divorce tax planning |
| Penalties on an account with a clean history | Penalty removal |
For the codes on an IRS account transcript that point to these, see our transcript code guide.
The handoff in four steps
Simple enough for a busy front desk, and built so nothing is shared or promised before it should be.
Spot it
Staff note the sign in the file during their normal work and flag it in your case system.
Get consent
The client signs a section 7216 consent naming 21 Century Tax before any tax information is shared with us.
Introduce us
Staff use the approved introduction and book the review. The client hears who we are and why we’re calling.
We take it from there
We review the file and recommend only what it supports. Our team or your trained reps present it, under your partner agreement.
Our sales standards
Your firm answers for the people who sell under its name. These apply to every 21 Century rep on every call, and they’re what we train your reps and staff to follow.
Circular 230, every time
We say “likely,” “typically,” and “our goal is.” We never say “guaranteed,” and we sell the resolved case, not the threat of a levy.
Every recommendation has a reason
Each Next Step service is tied to something in the client’s file: a transcript entry, a missing return, or a problem that will come back.
Written scope, flat fee
Every engagement is scoped in writing before work begins. No contingent fees. When a service uses an attorney or other specialist, their fee is quoted on its own line.
Everyone stays in their role
Sales reps present services and fees. Front-line staff make introductions. Tax advice and case strategy come from credentialed practitioners, and legal work comes from licensed attorneys.
Trained before they sell
Each rep works from a written presentation guide for every service: what it does, who it fits, the required disclosure, and honest answers to common objections.
Kept current
Training is refreshed as IRS procedures, forms, and tax law change, so no one quotes outdated rules.
Want your team trained, or ours on the phone?
Tell us about your firm, your sales team, and your front-line staff. We’ll show you which approach fits.