ROZ Strategies - November/December 2022

Ben Butterfield, EA Founder’s Mastermind Member Spotlight:

“Peace of mind. That’s my kind of thing,” says Ben Butterfield, CEO and founding member of BPB Tax Resolutions, LLC, in Omaha, Nebraska. This lifelong Nebraskan, or Cornhusker as

to feel like they’re in the right spot,” he says. Ben sends out a welcome package and a gift or two throughout their time as a client. He says, “We use Roz’s recommendation of contacting clients at least once a month. We cater to giving

he likes to say, speaks with an ease that instills trust and care — a trait that serves him well when working with frightened taxpayers. Ben started his career in the corporate finance world. He graduated from the University of Nebraska in Omaha in just three and a half years. He went on to earn his MBA and became a certified management accountant (CMA). Ben says, “Most of my working life has been in the corporate world. I held various positions in finance and accounting, kind of climbing the ladder, but around 2014, I realized I wanted to be in business for myself.” Ben planned to build his business on tax prep and decided to add EA to his list of credentials and became an Enrolled Agent. He soon realized how many tax prep clients he’d need

clients comfort because they’re all worried, nervous, and upset when they call. My personality is calming, kind of laid-back, so I just talk to them and tell them I understand and can help them.” One of Ben’s favorite client stories is actually one of his smaller cases, but it highlights the reason he enjoys tax resolution so much. “The client owed $12,000. It wasn’t a big deal to the IRS, but this family was dirt poor and couldn’t afford anything. They were scared to death,” Ben recalls. “I was able to find an error the IRS had made, submitted a correction, and had the entire $12,000 removed. When I called to tell the wife, she was nonstop sobbing because she was

to achieve his goals. Then, a few tax resolution cases came his way, and he thought, “Hey, if I get one of these resolution cases, I’ll handle it as it comes. I wasn’t aggressively marketing for it, but I enjoyed working them.” A few years into his practice, Ben also realized how much he enjoyed helping people with tax problems. “That’s when I did some research and found Roz Strategies,” Ben says. “I felt good about having a Roz membership because I knew with any challenge, I could reach out for support.” Sending direct mail to PTIN holders was one of Ben’s first strategies. “That’s what I did in 2019,” he says, “and I gained quite a few referrals. Interestingly, I had a call yesterday, and I got a client from that mailing from three years ago!” Other marketing strategies he uses are Google Ads as well as organic searches to market his business. He says the two seem to work hand-in- hand. He makes YouTube videos and posts them on his website.

so relieved. Something like that makes you realize why you’re doing this. Tax resolution is a very satisfying type of business. You’re really helping people.” Ben and his wife Dawn have three adult children, Alec, Blake, and Hunter. The couple recently became empty nesters when their youngest went off to college. Ben is proud to say Hunter is an official Cornhusker, playing the snare drum in the University of Nebraska’s marching band. This means at least some of the Butterfields’ leisure time will be spent going to home games to watch their son play. Travel is also on the agenda. After managing well with a liver condition for 20 years, Ben suddenly needed a liver transplant. He’s doing well after surgery in early 2022. To help in his recovery, he and Dawn decided to plan a couples’ trip. “Right before the transplant, we were keeping as positive of a mindset as possible. Dawn and I said, ‘Hey, let’s plan the trip right now because we’re going to get through this. I’m going to be fine. And so, in a year, we’re going to Hawaii.’” Ben shared his story in a calm, measured tone. It’s kind of his thing.

Ben positions his business as a boutique service that offers red carpet, white-glove treatment. “I really want the client

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