Monthly Archives: November 2016

The Importance of Testimonials in a Tax Resolution Practice

As a tax resolution practitioner, you may know your services are excellent, but how can you let a prospective client know without sounding boring and overly boastful? Even if your prospective client will patiently listen to you tooting your own horn, how much will they actually believe? This is where the value of testimonials comes into play.

The best referral is from a happy client.

As a marketer in the digital age, I know testimonials can make or break a business (would you go to a restaurant that has gotten a majority of bad Yelp reviews?) and they are an excellent way to vouch for your services. I cannot stress how important it is to collect and use testimonials from the beginning of your practice until you resolve your final tax case. Secure testimonials (without asking for them) and position them to your best advantage. Keep reading to learn how.

How to Get Testimonials Without Asking
Asking someone to write a testimonial about your business on a blank sheet of paper will lead to a bunch of generic remarks: “He did a great job!” This does not help you! Instead, as you need to direct them in solving their tax problem, you also need to (subtly) direct them in writing their testimonial.

As I shared in a recent podcast, I asked every one of my tax resolution clients to fill out a “client survey”. In the survey, I include questions or statements that will prompt them to give me specific answers. Examples include:

• When did they become a client and what tax issue(s) brought them in?
• How do they feel about our firm?
• Describe a particular experience from our firm that made them very happy.
• Is there any office procedure or matter that we could improve upon?
• Of the benefits they received from our firm, what did they value the most?

Note that timing is key when giving them the survey. The best time to send a survey to a client: when their bank garnishment gets lifted, when their levy gets released or when their case is settled. Ask every single client to fill out the survey, even if you are not sure what type of review you will get back. A bad review may not help you boost business but it will give you feedback on how you can improve your business practice.

How to Use Your Testimonials Effectively
Now that you’ve collected your testimonials, put them to work for you. Use them to position yourself as an expert in the tax resolution industry. Use your testimonials everywhere. Talk about them to your prospects and include them in your newsletters, website (on every page!), brochures, and even in emails when responding to inquiries. Testimonials are especially effective when they describe an experience that is similar to your prospective client’s situation. Always be sure to include a before statement (a back story that includes what the tax liability was) and an after statement (the outcome of the case).

Finally, testimonials are unique because they provide one-of-a-kind marketing materials that no other tax practitioner will have. Use them to your advantage and watch your profits soar!

Interested in learning more PROVEN tax resolution marketing and sales strategies? Check out my Tax Resolution Domination System & Toolkit.

Hear what others have said about my system and toolkit:
“I must say, it’s been the difference between getting $2,500 at most for offers in compromise and getting 3X that! I’d estimate, in 2015 alone, your materials are going to generate over $200,000 in tax resolution fees for our firm! That means, tax resolution will become the main revenue source for us.”
– Mike Ornelas, CPA

“I’ve been in the tax resolution business for a long time. I had deluded myself into thinking that I really couldn’t learn anything more. Within 5 hours I learned something that will really transform my business – on the technical side of things that I honestly didn’t know. That was surprising to me. I had a lot of take-a-ways on the process side – how to run my business a lot better. I’m really excited. I know this is going to blow my business away!”
– Darrin T. Mish, Esq

Listen to my tax resolution podcast and read my Linkedin article about building a highly successful tax resolution practice.

What’s New at the 2017 Marketing & Technology Extravaganza

tax-resolution-marketing-technology-conferenceMost tax resolution practitioners spend every day working IN their businesses, but to grow your business it’s important to set aside time to work ON your business. This is that time!

The Marketing & Technology Extravaganza is the place to experience the latest innovations in marketing and technology for practitioners who represent troubled taxpayers.

Attendees at this event aren’t taught theories or philosophies, they are given proven real-world, workable marketing and management tools, including: niche-based marketing, internet marketing, social media marketing, direct mail, case management & tracking, and a whole lot more.

Have you been to the Extravaganza before? We are excited to announce that 2017 will be jam packed with some of the favorite presenters from the past as well as a few new ones you MUST hear. ALL presenters will have brand new money-making topics that you simply can’t afford to miss.

Next Wednesday, Nov. 30th at 3:00 EST Larry Lawler the National Director of ASTPS and I are going LIVE to answer all of your event questions and go in depth on this year’s topics and presenters.


As a bonus for attending this free webinar, you will be eligible to win 1 of 3 sets of the 2015 & 2016 Extravaganza DVDs ($594 value). We will randomly select the winners live during the call and you must be in attendance to win.

Conference Date:
January 18-20, 2017

Conference Location:
Sheraton Lake Buena Vista Resort
12205 S. Apopka Vineland Rd.
Orlando, FL 32836

If you have any questions please contact Michael Rozbruch’s Tax & Business Solutions Academy at (888) 670-0303 or ASTPS at (716) 630-0303.

Stay On The Road to Success

Michael Rozbruch Tax and Business Solutions Academy

Roslyn is my inspiration for this quote. She always told me that she believed in me and reminded me not to let naysayers negate my dreams. When I started my tax resolution practice, most people told me “Oh, that’s not going to work” (this was 17 years ago…back when it was a new industry). Thank goodness I didn’t let others send me off course!

Successful people never let somebody else’s opinion or some bumps in the road stop them from following their dreams.

No one has a better interest in your success than you.

If you believe in what you are doing, forge ahead (and be sure to bring helpful tools with you on your journey). On the road to success, no one’s road is a smooth, paved surface; everyone has rocks or boulders on their path. What separates successful people from ones who aren’t, is the successful people will find a way around the rock, over it, or through it, or they will chip it away. People who aren’t successful will look at a boulder in the road and say, “The road is blocked and I can’t get around this rock.”

Success starts within yourself.

How can you achieve what you want or overcome the obstacle in your way if you don’t believe in yourself and what you are doing? Simple…you can’t.

My team and I are here to help you go and grow where you want to. Visit for tools, resources and more.



Any Time is a Good Time to Better Your Life

michael rozbruch tax resolution strategiesYou don’t have to wait for 2017 …
Any time of the year is a good time to take action to better your life.
– Michael Rozbruch

This time of year is kind of like a slide…we are on the fast track to the end of the year…Thanksgiving, Hanukkah, Christmas, New Year’s…then wow, 2017.

Here are some success-centric blog posts from Roslyn to help kick off your week and your mindset for the rest of 2016 and beyond:

Your Outlook Makes a Difference

Give Yourself Permission To Make The Money You Desire

Success Starts Within Yourself

One of the best steps you can take this year to plan for your future success is choosing to join your colleagues at the Sheraton Lake Buena Vista Resort in Orlando January 18-20th for the 2017 Tax Resolution Marketing and Technology Extravaganza and get access to experts who will give you practical advice and strategies to make your tax resolution firm flourish.

Learn the latest marketing and technology practices that will assure new levels of profitability and efficient practice management to every practitioner/attendee.


Tax Resolution Marketing and Technology Extravaganza

If you want to run a successful tax resolution practice, you have to put in the time and effort to learn the necessary marketing skills. You have two options:

  1. You can try to do this alone, flushing time and money going through the trial and error process as you try to figure out that works.
  2. You can join hundreds of your colleagues at the Sheraton Lake Buena Vista Resort in Orlando January 18-20th for the 2017 Tax Resolution Marketing and Technology Extravaganza and get access to experts who will give you practical advice and strategies to make your tax resolution firm flourish PLUS 3 days to network with hundreds of your colleagues!

What you will gain by attending the Tax Resolution Marketing and Technology Extravaganza:

  • The Latest in Pricing and Fee Strategies
  • How to Increase the Transaction Value From Your Existing Clients
  • Advanced Sales Secrets Revealed
  • Text SMS Marketing Strategies
  • Case Management and CRM Software solutions
  • Social Media Marketing Strategies
  • 3 Dimensional (“lumpy”) Direct Mail Solutions
  • How to Get Free PR
  • Outdoor Advertising Strategies
  • Website Video Marketing Techniques
  • Website Design and Email Marketing Strategies
  • IRS Transcript Retrieval Tools

Knowing how to solve tax problems is a crucial component of running a tax resolution firm, but if you don’t know how to get clients in the door it ends up being a rather useless skill.

The Tax Resolution Marketing and Technology Extravaganza is presented by the American Society of Tax Problem Solvers and Michael Rozbruch’s Tax & Business Solutions Academy.