Monthly Archives: January 2015

Tax Academy Schedule for February – Mark Your Calendars!

Be sure to mark your calendars this month as my Tax and Business Solutions Academy is holding special opportunities for members of our Insider’s Circle to educate yourself and to help drive your firm’s marketing plan.

  • Tuesday, February 3rd – 11am Pacific, 2pm Eastern “Secrets to a Super Successful Business Plan!” – Lee Milteer Interviews Robert Skrob. Millionaire Smarts ™ Training Tele-Conference Call.

This Tele-Seminar Class will teach you: A step by step template for developing your Best Business Plan for 2015; The 4 best ways to Drive your Business to the Million $ Level; What separates successful Business Owners from the Rest? 3 Distinctions of Super-Successful Businesses;

  • Thursday, February 19th – 12 Noon Pacific “The Top Five Mistakes You are Making with Digital Marketing! – LIVE Training  Workshop Webinar. Join me and Lorrie Thomas Ross, the “wild web woman” of Web Marketing Therapy.”
Lorrie Thomas-Ross of

Lorrie Thomas Ross of

Digital marketing takes time, energy, and effort. It’s time to stop spending on unaccountable marketing and look at how to invest strategically so your time, energy and efforts PAY OFF. The first step is to stop dysfunctional digital marketing. This webinar will uncover the top five mistakes you are making with your web and social and mobile marketing and then share how you can get on the healthier (and wealthier) path.

You’ll learn: Marketing concepts that set forth the tone for optimization and strategy; New Behaviors that can directly impact your success; A simple framework to follow to ensure success; Simple changes that you can make to ensure your time, energy and money aren’t wasted, but invested.

Tuesday, February 24th, 10am Pacific “Open Tele-Coaching Q&A Call for Members”To help practitioners grow their practices, avoid obstacles and get questions answered, Michael Rozbruch is hosting a special tele-coaching call for all Tax Resolution Success Insider’s Circle members. This call is an open question and answer format. In this format Michael is able to provide detailed answers to ensure members have everything they need to succeed.  This is YOUR time, dedicated to helping you make money fast within the IRS Representation niche. Details will be e-mailed several days prior to the call.

In addition to the above, as a member you’ll also receive:
A weekly e-mail from me on insights, Tips, Trends, etc. Our Monthly Newsletter – loaded with tips to help you make money and manage your Tax Resolution business. 24/7 Exclusive Access to premium content on the Insider’s Circle Membership site – Including all past webinar trainings, Expert Calls, Open Coaching calls, Millionaire Smarts ™ Training, the Easy Template Library plus much, much more!

Reminders: Please don’t hesitate to call me at 888-670-0303, if you haven’t already, to schedule a one-on-one Private Coaching with me!!

Everything in Life and Business is Negotiable, Everything!

everything_is_negotiableThis is one of my favorite quotes. While I am known as a tax resolution expert and the pioneer of one of the largest tax relief firms, not everyone knows my whole story. Being a negotiator is in my blood.

I was at an Inc 5000 awards dinner years ago for the success of my former company and was talking with one of the guests at my table.  Unbeknownst to me, the woman was a journalist with Connections Magazine.  I shared my background (just making small talk).  Before I knew it, I was having a candid interview about my personal background, my career decisions and business practices. This lead to a cover story in this award-winning digital magazine.

My quote “Everything in Life and Business is Negotiable, Everything!” became a published article and a first-hand account of my best business and negotiating practices – leading with personality, passion and purpose.

In the interview titled “Everything’s Up for Grabs; Even Non-Negotiables” I give important advice and personal experiences on setting goals and getting what you want in a business environment – namely via negotiation.

Many of you may not know that I grew up as a second generation Holocaust Survivor. This experience spearheaded my expertise of negotiation. I watched my father haggle over almost everything. Watching how negotiation was possible was picked up in my youth and has been a defining trait in my success.

Over the past 30 years, negotiation has been everything in my business. I know that everything is negotiable. Everything. Especially the things that say ‘non-negotiable’, those are the most negotiable things. If folks go out of their way to specify something, it’s a sticking point. So I go out of my way and learn why it’s non-negotiable. By doing so, I’ve learned how to work around obstacles and get what I ultimately need.

Getting results for your clients is about negotiation. Hiring the right people requires negotiation. Success should never be negotiable. Are you ready to grab the reins to your success?

Looking to Support a Non-profit?…Keep It Local!

A good deed is a good deed. But when it comes to making an impact in your community, sometimes it’s best to think local, especially when it comes to supporting non-profits.

1) You can see your donation at work: Giving back has its own rewards, but if there’s one downside of making a monetary gift to a large, multi-faceted philanthropy, it’s that you can’t always see the ways in which your gift is benefiting others. Supporting local non-profits

is one way you can see your donations at work. By giving to the local food bank, you feed the homeless in your area. By raising funds for your local WCA, you’re assisting the children your kids go to school with and their mothers. By investing in your own community’s welfare and happiness, you’re bringing benefits to your neighbors, and that means a whole lot of good going right where it’s supposed to go.

2) You won’t be overwhelmed: With so many groups, people, places, and causes in need, sometimes the task of deciding where your donation should go can be a little overwhelming. Narrowing your search to non-profits in your area can help make that decision a little easier.

3) You’ll educate the next generation: Showing your children or grandchildren the fulfillment of writing a check to Christian Children’s Fund is nice, but getting them into the local soup kitchen will teach them a whole new sense of what it means to give back. Additionally, sending money to the NRDC is great, but working with your little ones to plant a tree will make a better memory with a greater impact. Diving into a local cause is the best way to show your kids how rewarding, fun, and important it is to help others.

4) Everyone wins: When you donate locally, everyone wins. You get the satisfaction of knowing you’ve positively impacted the lives around you, your local non-profit gets the support it needs to maintain momentum, and the needy in your area get the help they need.

For more business tips like these, subscribe to my tax academy blog.

“Information Overload” and How to Get Noticed

Man-working-on-deskYour prospective clients are like you; they’re busy, they get a lot of email, phone calls, texts, and regular mail, and everything is clamoring for attention. Add to this the fact that your clients and referral partners are being bombarded with marketing materials from your competitors. You don’t do yourself any favors by shrugging your shoulders and saying, “Oh well.”

This is a solvable problem.

In this “information overload” culture that we live in, it’s imperative to find ways to stand out. You must position yourself as the only logical choice for your targeted customer and referral partner.

Here’s one idea that has been around for years to help people get noticed, but is often ignored because of the cost: Getting your message through via a FedEx or UPS Next Day envelope.

Think about it, when you have a stack of 10 letters to open, and at the bottom of the pile is an “Urgent- Next Day” envelope, what item are you going to open first? 99% of people will open the Priority Package first because the packaging conveys its own message: This item is Important, Urgent, Non-Typical, Special…Open Now!

If you could spend an extra $10 to increase your chances by 300% of landing that next client, would you? The Next Day package ensures that your message will get opened, and simultaneously convey to your client that your message is important. And note—your competitors by-and-large are NOT doing this.

Where can you use this technique for getting noticed? Try it with your engagement letter package to qualified (people you already had a consultation with) prospects, your marketing package, or a birthday surprise; the Special Delivery gives whatever is inside a bit more “cachet.” The item, the message, and most importantly, YOU, get noticed!

Success Comes in CANS, Failure Comes in CAN’Ts

Steve-Case-QuoteWhen I work with my clients, I coach them on working on what they CAN do, versus what they CAN’T do. Success comes from doing, failure is not doing.  Remember this great quote from Steve Case as you work on your business. Do what you can, prioritize and make your success happen!

“You shouldn’t focus on why you can’t do something, which is what most people do. You should focus on why perhaps you can and be one of the exceptions.”

–Steve Case – CoFounder, AOL

Jackson Hewitt Announces Partnership with Major Tax Resolution Firm

Jackson Hewitt Announces Partnership with Major Tax Resolution Firm
What This Means to the Solo and Small Firm Practitioner
Important Info for You to Know!

At our Tax Resolution Marketing and Technology Conference held in Orlando, FL on Jan. 7-9, we told you this was going to happen.

As a pioneer in the tax resolution industry, I see this news as a sign that our industry is starting to “grow-up”. Prior to 1998 there really wasn’t an industry at all. Sure, practitioners we’re helping people with IRS problems but there were no formalized procedures on how to do this work. It was like the wild, wild, west of tax problem resolution. On 7/22/1998, then President Clinton signed into law the IRS Tax Restructuring and Reform Act (TRRA), also known as “The Taxpayers Bill of Rights III, which gave American Taxpayers “rights” they never before could exercise. Taxpayer’s were now afforded the ability to appeal all sorts of collection enforcement actions by the IRS and settle their tax debts for (much) less than what they actually owed through the IRS’s Offer in Compromise Program.

We weathered the storm of the less than scrupulous firms that advertised on late night TV, from the early 2000’s through 2011, hawking “pennies on the dollar” IRS settlements. These firms did not distinguish if you were even eligible for IRS tax relief. They made promises they couldn’t keep, took taxpayer’s money and never performed the work. Consumers complained and filed lawsuits. Not a winning formula. All of these firms, American Tax Relief (ATR), TaxMasters, JK Harris and Roni Lynn Deutch were eventually shut down by the FTC (or Consumer Financial Protection Bureau) or state’s attorney general.

Then in 2010, as a result of the above, the Federal Trade Commission (FTC) wanted to ban upfront fees clients paid us to represent them. This would have hurt many of us and put some of us out of business altogether. We have the credit repair guys to thank for this. But we weathered this storm as well. I was the driving force in hiring a D.C. lobbyist and lawyer and setting up a national coalition of tax resolution companies to fight this. And we won!

Now comes this- A major national tax Preparation Company, getting into the tax resolution business by partnering with one of the largest, if not the largest tax resolution firm in the country. Jackson Hewitt realized that they are in a commoditized business, charging on average $300+ for a return and seeing their tax preparation customer base stagnate or in decline due to the proliferation of on-line “do-it-yourself” tax preparation firms that charge $19.95 to file your income tax return. When you are in the business of selling a product or providing a service that is considered a commodity, price is generally the only thing you can compete on. Not a pretty place to be. Warning: If you are only doing tax preparation and accounting work you need to wake up before it’s too late. You should be aggressively ramping up your tax problem resolution marketing machines now, not later.

What does all of this mean to you, the solo and small firm practitioner that’s doing tax problem resolution work? We should be thankful for this news. Why?

First of all it will bring national attention to your potential clients that the IRS is willing to “deal” if you owe them money and can’t pay them back in full. Your potential client will be more aware that help even exists. This is a good thing. Nearly 12 million people are receiving threatening collection letters from the IRS and this figure has steadily increased and is projected to do the same next year and beyond. About 70% of those have unfiled income tax returns. Most consumers want someone LOCAL that they know, that they like and that they trust vs. some large impersonal firm, to handle their tax problems. Local solo and small firm CPAs, attorneys and enrolled agents are uniquely positioned to take advantage of this opportunity, but only if they take action fast.

Now is the time to plan and implement your grass roots and gorilla marketing campaigns and strategies to have these prospects hire you vs. them. These strategies include: lead generation and direct response marketing and advertising campaigns that, magnetically attract, rather than hunt, people with IRS tax problems.

Today’s tax resolution practitioners will not only survive this latest threat but will thrive—but only if they realize that everything around them is changing. The economy has and is changing right before our eyes. Peoples’ buying habits are changing. The way business is conducted is changing. It is expected that in the next 2.5 years more than 3 billion people will come on-line, flipping internet capacity on its head going from where it is today at 25% to more than 75%. This will be the biggest event in how business is conducted since the industrial revolution of the 1800’s. We will not experience anything like this again in our lifetime. We need to embrace this change and implement new bold strategies to ensure our sustained success and to thrive. We need to get our websites re-built or created now. We need to have a social media presence today. We need to be online where our future prospects can find us! We are all doing a disservice to our clients and potential clients if we sit back and allow change to “happen” to us. We must take charge and change how we do things!

Looking back, in a couple of years from now it will be those of us who got out of our “comfort zones” who’ll be thriving helping others resolve their IRS problems!