Monthly Archives: December 2014

Tax Resolution Conference – Last Chance to get 40% Off And New Speaker Added

Since several of you asked for a little more time to take advantage of the “early bird” discount for my powerful January 7-9 Tax Resolution Marketing and Technology Conference in Orlando Florida…and since it’s the season for giving, I’ve decided to go one better.

Tax Resolution Conference – Last Chance to get 40% Off And New Speaker Added!!!!
1. You can still get your seat for the early bird price of $297 through December 24 – that’s 40% off!

2. For every seat you buy, you’ll get a second one free. Bring your spouse or a business partner or employee along at no additional cost. (If you’ve already paid for two tickets, contact ASTPS and they’ll take care of it.)

3. I just nailed down a special guest speaker, Lorrie Thomas Ross of Web Marketing Therapy, Inc. Lorrie is the “Wild Web Woman” behind my Internet marketing strategy – and she’s played a key role in growing my practice from my dining room table to a $23 million, 4,000-client powerhouse. With Lorrie’s help, your online marketing will go from a money pit to an INVESTMENT that brings you measurable returns.

But you’ll *only* get this info at the marketing and technology conference January 7-9 in Orlando, Florida.

Reserve Your Seat Today:

Insider’s Circle Group Member Testimonial

I recently received this testimonial from one of our Insider’s Circle Members. It was too good to keep to ourselves! Thank you Karen M. Lee for your kind words and congratulations to you and your company Alliance Tax Resolution Service on all your success!


Alliance Tax Resolution Service is in its’ sixth year of operation. In the past we sent what we called a “scary letter” directly to tax debtors in Wisconsin and other states. The staff would get busy, then too busy, so no additional marketing was done. Those spurts left us with unpredictable income. So we tried television. We were excited to have the local station produce the 30-second commercial. It ran for three weeks in February/March. Then we pulled the plug. Too expensive, we believed. In hindsight it was a scary and dreary version of our direct mail piece and brochure. So the up and down results continued, with that burst of business during tax season, for both resolution work and tax prep. By the way, because of the steep ebbs and flows of business, there was often too much or too little staff at the wrong times. My husband Arthur, our CPA, worked around the clock. Not fun for either of us!

Since we began to participate in Michael Rozbruch’s Tax & Business Solutions Academy in July, we have made several minor operational changes, and some major marketing improvements. The most obvious results are:
1) the ongoing influx of qualified prospective clients
2) the importance and need for sequential follow-up to them
3) tracking mailings, calls, appointments, and sales helps create the formula for better financial success.
We’re in control of our business future like never before. Feels good.

The first thing we did was write up a budget to understand what we could afford to invest in marketing to attract new clients. Then we placed an ad (horizontal 1/2-page) in our largest community newspaper beginning in August; it runs in two markets monthly through February. One is green the other blue–so we’ll know the source of business when clients call or bring the ad to our office.  We’re about to overlap that with another high-distribution weekly newspaper run through April.

Our goal was to acquire ten (10) new clients a month. We researched local print mail houses that could cost effectively get our marketing in the mail, on our repetitive schedule. They’ve become a valuable business partner. Now we market monthly–not just when it becomes apparent the revenue stream is about to run dry!

We identified the professional referral sources and the cost to obtain those lists, re-vamped our business cards with a fresh-looking new logo, and redesigned our brochure based on the material from our Insider’s Call back in September. We wanted to send enough referral letters, letters to existing clients, and direct mailers to achieve our goal of ten (10) new clients a month.

Our first Direct Mail (2,705 pieces) went out in October. We’ll drop seven of those through the beginning of March, averaging about 2,900 pieces per drop. In November we dropped our first referral mailing of 9,274 pieces. That will drop four times total ending in February. Due to the cost of that mailing, (about $.515 per piece), we are going to pare down to around 8,300 to reduce the mailing cost (to about $.466 per piece) so all the mailing costs are roughly the same. There was a great video presentation to which Insider’s were given access. Reading about unconverted leads steeled our resolve to follow up on all qualified leads. We’re ready to get estimates on a good newsletter and automated marketing. Those are good problems to have from where we sit.

Of the ten new clients for the month of November, two were the recipients of our referral letter–one 160 miles away the the other 187 miles away from our office. That was the very perimeter of our mailing zone. So the need is out there!  Those two new clients paid for the referral mailing leaving a small profit! We have not received true referrals from that mailing, but with a couple of those individuals becoming clients, it’s a start and we’ll take it! We have developed other referral sources that have produced new business.

We also have better workflow systems with the help of RozStrategies. The case resolution tips actually helped us with segregation of duties. Our cases flow from phase to phase without a lot of the back and forth we used to experience. The improved efficiency has benefited all of us in the office, especially clients.

In total, the direct Mail, Newspaper and other referral sources, and sequential follow-up letters resulted in 55 appointments from September 25th through December 10th. We’ll continue to work toward improving our average fee and close rate. The membership only access calls are so motivating. Bottom line, I doubt we would have been able to so quickly restructure our sales, marketing and operations to our current results without Michael Rozbruch’s Tax & Business Solutions Academy.

~Karen M. Lee, Tax Resolution Associate at Alliance Tax Resolution Service and Member of the Insider’s Circle Group


Thank you for sharing your success story with us Karen and congratulations on claiming the reins to your company!!  Here is a video interview we did on Skype as well!

Taking 2015 By Storm – Are You Ready?

Roslyn and I always look forward to the holidays; with one daughter in grad school and the other traveling around doing comedy shows, we rarely get to see the two apart, nonetheless together. But winter break is the one chance we have to spend time with both girls and participate in some holiday festivities. We used to throw our own holiday party and invite all of our closest friends and family members, but since we are empty-nesters, we’ve decided to forgo the party planning ourselves and join our friends at their houses instead. Celebrating with our friends at their homes works out especially well for us this year because we’ve been so busy focusing on our business and conference in January that we haven’t had any time to think about the holidays at all!

I plan to take 2015 by storm and I’d like you to join me. We’ve got big plans for January, and it all started with a tax resolution boot camp I attended back in October. Not only did I get to hear great speakers, but I had the chance to meet with a few of my Inner Circle Members as well. It’s not often that my members and I are in the same place at the same time, so I decided to host a little cocktail meet and greet. It was great getting to know them a little better. The whole thing inspired me to connect more with my CPAs, EAs and attorneys live which is one of the driving forces behind the conference we’re hosting with the American Society of Tax Problem Solvers in January—The Marketing and Technology Extravaganza for the tax problem resolution niche.

The three-day event takes place on January 7-9 at the Rosen Hotel in Orlando, FL, and is geared towards lawyers, CPAs, and enrolled agents who are ready to get in the business of growing their business! I’m co-hosting alongside the ASTPS and will be speaking alongside with other experts. If you ask me, there’s a lot going on in the tax industry these days—a lot of things that threaten life as we know it (at least, when it comes to your tax resolution practice). It’s our goal to teach you how to deal with those threats, taking 2015 by storm and showing you how you can profit tremendously from these events!

Not only will this conference be educational, but it also serves the dual purpose of providing us with yet another way to meet in person and get to know one another a little better. Sure, it’s not Vegas (where the boot camp was held), but it is directly across the street from Disney World—and there’s no better way to get to know someone than by taking a spin on the teacups together. In all seriousness, I’m really looking forward to co-hosting this awesome event, and I hope to see you all there!

In the meantime, I will focus on the holidays just long enough to go through with my annual family traditions. Each year, on Christmas Eve we go to our friend’s house for a buffet dinner and a neighborhood Christmas parade. On Christmas day, Roslyn and I go to the movies with our daughters. And then after that we go to another friend’s house for their Christmas dinner party. We don’t celebrate Christmas ourselves—we’re more the Hanukkah type—but we enjoy spending time with friends and reveling in the holiday spirit. We hope you have an equal relaxing holiday and we look forward to seeing you in Orlando next year!

Are you ready to learn marketing that REALLY works?

There are millions of “marketing experts” out there constantly selling you on how they can help boost business. You hear things like: “We know the trick to getting more clients.” or “Our system makes it SO EASY to get the big money, without lifting a finger.”

But how many of them really understand the specifics of marketing in our tax resolution industry?  

Learn marketing from someone who understands tax resolution marketing.  I built a $23 million dollar tax resolution practice. My secret marketing weapon wasn’t “dialing for dollars” or putting in longer and longer hours, hoping my clients will be so impressed that they’ll tell all their friends about me…

You want to learn the marketing success formula that works for tax resolution professionals?  I am teaching it this January 7-9 in Orlando Florida.  My marketing system works and it will give you freedom. Freedom to focus on client work, build your business, and relax with family.

Unplug for a few days with me to recharge and learn how to supercharge your profits.  I know, I know, it’s scary to leave the office for a few days but know that it is scarier to think about being a slave to your desk for mediocre earnings (that will probably drop if you don’t know how to handle industry threats).  You will leave Florida with done-for-you tools and proven techniques that you can put to use right away. You’ll see how to set up a marketing plan that doesn’t take your focus off of your clients – or keep you away from your family.  You will also get battle-hardened strategies from industry leaders like Larry Lawler, Jaime Buchwald, Eva Rosenberg, Roger Nemeth and others that will fortify your practice.

All you have to do is join me for the seminar January 7-9 in Orlando, Florida. Give yourself a holiday gift early.

Don’t miss this opportunity to escape for three days in sun-drenched Florida and spend time working ON your practice, not just IN your practice.

Seats for this event are going fast, and I have no doubt it’ll sell out. You can still get the 40% early bird discount, but only if you act fast!

Reserve Your Seat Today

It’s your choice: You can arm yourself with the proven marketing weapons you need to not just survive but thrive—or watch as the big guns pick off your clients.


I’ll see you there!