Keith Jones, CPA, a prominent figure in tax resolution services, has recently achieved certification in the 'Exactly What to Say' program, marking a significant advancement in his approach to client communication. This certification, obtained through an intensive two-day program, equips Jones with advanced conversational strategies designed to build trust, inspire confidence, and drive action in critical client interactions.
The 'Exactly What to Say' program, developed by acclaimed author and speaker Phil M. Jones, focuses on the power of precise language in professional settings. For Jones, who has over two decades of experience in federal and Florida state tax resolution, this new skill set represents a valuable addition to his professional toolkit. It positions him as one of the few tax resolution experts with this specialized communication training, potentially setting a new standard in the industry.
Jones's acquisition of these communication skills is particularly relevant in the complex and often stressful field of tax resolution. Clients facing tax liens, IRS collections, or Florida sales tax audits often experience significant anxiety and uncertainty. By applying the techniques learned through this certification, Jones aims to alleviate these concerns by providing clearer explanations, fostering a deeper understanding of available options, and empowering clients to make informed decisions about their financial futures.
The implications of this certification extend beyond individual client interactions. As Jones integrates these communication strategies into his practice, from initial consultations to ongoing case management, it could lead to improved outcomes in tax resolution cases. More effective communication may result in quicker resolutions, better compliance from clients, and potentially more favorable settlements with tax authorities.
Furthermore, this development signals a growing recognition within the tax resolution industry of the importance of soft skills, particularly communication, in complement to technical expertise. As professionals like Jones invest in enhancing these skills, it may prompt a shift in how tax resolution services are delivered and perceived by clients.
For the broader financial services sector, Jones's certification highlights an emerging trend of professionals seeking to differentiate themselves through enhanced communication abilities. This focus on effective dialogue could lead to improved client satisfaction rates and potentially set new benchmarks for client service across various financial disciplines.
The certification also allows Jones to use the 'Exactly What to Say Certified' logo in his marketing materials, which may influence client choice in selecting tax resolution services. As awareness of the importance of clear communication in financial matters grows, certifications like this could become increasingly valuable differentiators in a competitive market.
As the tax landscape continues to evolve with changing regulations and increased scrutiny from tax authorities, the ability to navigate complex discussions with clarity and empathy becomes ever more crucial. Jones's investment in this area of professional development reflects an understanding of this changing environment and a commitment to meeting the evolving needs of clients facing tax challenges.
The impact of Jones's new certification may extend beyond his individual practice, potentially influencing industry standards and client expectations in tax resolution services. As professionals and clients alike recognize the value of enhanced communication in resolving complex financial issues, it could lead to a broader shift in how tax resolution and related financial services are approached and delivered.


