Ten Magic Words
May 10, 2022Business Operations,Practice Management,Sales and Marketing,Tax Resolution,Tax Resolution Training,Tax & Business Solutions Academy,Tax Resolution Business,Mindset
When I started in the tax resolution business and had my initial consultations with clients, I’d have meaningful conversations but no signed engagement letter and no deposit check. I soon realized I was leaving something very important out of my conversations during my “close”. I learned there are…
What’s Your Plan “B” if Your Client’s Offer in Compromise Case is no Longer Feasible?
April 25, 2022Practice Management,Tax Resolution,Tax Resolution Training,Tax & Business Solutions Academy,Tax Resolution Business
It can be exciting when a prospect comes in for an initial consultation and they are the perfect candidate for an Offer in Compromise (OIC). They hire you for exactly that to prepare, submit and negotiate an OIC. Many months go by between when you take on a new client and when it’s time to submit…
Do You Make This Mistake in Your Initial Consultations?
April 11, 2022Sales and Marketing,Tax Resolution,Tax Resolution Training,Tax & Business Solutions Academy,Tax Resolution Business
Tax Resolution cases, due to IRS’s workload, can take up to 12 months or longer to resolve. A lot of things can change regarding the taxpayer’s financial situation during this time versus when you first saw the client. Recently I had a coaching call with one of my Platinum Mastermind Members. He…
The One Thing To Do For a Great Day!
March 15, 2022Success Strategies,Leadership,Mindset
With everything going on in the world today, it’s easy to feel down. We recently experienced two years of a global pandemic. Now inflation is skyrocketing. There is a horrific war raging in Ukraine. Even though there are many things that are out of your control, there is one thing that you can…
How to Respond to “You’re Just Too Expensive”
March 7, 2022Business Operations,Practice Management,Sales and Marketing,Tax Resolution,Tax & Business Solutions Academy,Tax Resolution Business
When it comes to closing the sale, you’ll encounter many types of objections. One of the most common is “You’re too expensive”. This is a completely different objection than, “I don’t have the money.” When a prospect raises the “you are too expensive objection’, they don't want to be taken…
When Should You Hire Your Next Employee
February 16, 2022Business Operations,Practice Management,Tax Resolution,Tax & Business Solutions Academy,Tax Resolution Business
Let’s face it, every business owner struggles with staffing issues. The most common struggle is where to find that right person for the job. You’d be surprised to know the answer to this question. Surprisingly, the best time to hire somebody is when you can least afford it, because if you're a…
How to Settle Your Client's IRS Tax Debt
January 28, 2022Tax Resolution,Tax Resolution Training,Tax & Business Solutions Academy,Tax Resolution Business
What do you actually need to know in order to settle your client’s IRS tax debt? Often, practitioners think they need to know everything there is to know about a subject before they feel comfortable resolving their client’s IRS tax debt. Perhaps you’ve been in what I call, the “paralysis of…
Cryptocurrency and the IRS
January 14, 2022Tax Resolution,Tax Resolution Training,Tax & Business Solutions Academy,Internal Revenue Service (IRS),IRS Audit
Do you know what the IRS buried in the 1.2trillion-dollar infrastructure bill that was passed into law on November 15, 2021? There’s a paragraph that states cryptocurrency exchanges are going require you to give your clients a 1099 beginning in 2023, just like brokerage houses do. If the…
How to Create Your Lead Generation Magnet in 3 Easy Steps
February 3, 2020michael rozbruch,tax resolution marketing,tax resolution training,Tax & Business Solutions AcademyMarketing Strategies,Tax Resolution,Tax Resolution Marketing,Tax & Business Solutions Academy,Tax Resolution Business,Newsletter
For those of you that don’t know, a lead generation magnet (also called a “special report”) is a marketing term for a free item or service that is given away for the purpose of gathering contact information. The No. 1 thing your lead generation magnet must do is appeal to your prospect’s emotions…
Look Who’s Talking: Lessons From Chris Voss and Keith Cunningham
January 12, 2020Business Operations,michael rozbruchTax & Business Solutions Academy,Success Strategies,Newsletter
There’s a learning principle that says we need to hear or see something seven times before our brains really remember what it is that we’re being taught. This is called the “rule of 7” and it certainly rings true for me. For the last few years, Roslyn and I have attended the Genius Network Annual…
"State of the Union" Predictions Tax Resolution Marketing for 2020
December 30, 2019Uncategorized,Marketing Strategies,Tax Resolution,Tax Resolution Marketing,Tax Resolution News,Tax Resolution Training,Tax & Business Solutions Academy,Tax Resolution Business,Internal Revenue Service (IRS)
I don’t think there is a better time than in the past eight years, to get into the tax resolution business than now. I say this because of the convergence of some key industry metrics and observations. It’s almost like a “perfect storm” given the IRS’s 2020 focus on increased enforcement.…
Charging for Additional Services for Tax Resolution
July 30, 2019michael rozbruch,tax resolution marketing,tax resolution training,supercharge your profits,tax professionalsBusiness Operations,Practice Management,Sales and Marketing,Tax & Business Solutions Academy,Success Strategies,IRS Audit,Mindset
Hey, it’s Michael Rozbruch here, founder of Roz Strategies, and what do you do after you’ve been retained and you discover there’s additional work to be performed that you never included in your engagement letter? We call this additional services or an additional service request. You’re going to…
How To Turn Your Website Into A Client Generating Machine By Adding This ONE Thing
June 27, 2019Business Operations,Marketing Strategies,Sales and Marketing,Tax Resolution,Success Strategies,Tax Resolution Business,Internal Revenue Service (IRS)
Your website is your digital salesperson. If you use it properly, it can help you generate many clients. Most folks are missing one key element on their website that is keeping them from getting clients to contact and retain them. We’ve invited, expert marketer and educator, Dave Dee to speak at…
How to DOUBLE referrals in 12 months or less
June 25, 2019Business Operations,Marketing Strategies,Success Strategies,Internal Revenue Service (IRS)
Referrals are one of the least expensive forms of marketing. The clients you get from referrals are already pre-qualified, pre-sold and much less resistant to fees. That’s why we’ve invited Shaun Buck to come teach how to DOUBLE your referrals in 12 months or less at The 4th Annual Tax Resolution…
How the acceleration of accounting softwares are killing the industry
May 31, 2019Marketing Strategies
Early bird tickets to The 4th Annual Tax Resolution Success Summit in Dallas are still available until June 15th. Get the full details here and save $100 on your ticket today. Today, I want to talk a bit about the history of accounting and about the future of it as well. Accounting is one of the…