How to Settle Your Client's IRS Tax Debt
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
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
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
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
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
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
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
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
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…
Every IRS Collection Case Has 3 Work Phases
Every IRS Collection Case Has 3 Work Phases: First Phase: Transcript Investigation & Analysis Second Phase: Compliance Third Phase: Resolution Phase I teach that you charge separately for each phase based on the complexity of the case, the amount of tax debt involved and the value you bring to…
Do You Cheat On Your Taxes? | Venice Beach, Tax Man on the Street
https://youtu.be/N-vo1wA_m_U This is Michael Rozbruch, the Roz Man, and I wanted to release a Tax Season Laugh Video - make sure to check it out: This is Tax Man on the Street and I went to Venice Beach, California to find out who's filing and not filing their returns, who's cheating on their…
Biggest Business Challenge
Do you know what the biggest business challenge is? The biggest business challenge today is overwhelm. And you know what happens when there's too much overwhelm? You start making bad decisions. And you know what happens when you start making bad decisions? It affects your confidence. One of the…
Re-Marketing Ads
Have you ever been on Amazon's website, QuickBooks or any other sites on the internet, and then you start seeing their ads show up no matter where you go online? We all do it—visit a website because we are interested in a product or a service, but we don’t always reach out to that company. Your…
Do You Know What You’re Worth?
Have you ever sold yourself short when you have client consultations? Do you know what you're worth to your clients? For example, some of you have shared with me that you feel guilty to charge $3,500-$4,000 to set-up a simple installment agreement because in your mind you're thinking, "Wow, this is…
Are You Ready for Winter?
I'm not talking about the rain, snow or temperature. I'm talking about the economic winter that's already here. Here’s the truth—the markets, both the real estate and stock markets, topped out about six to eight months ago. All leading indicators now are on a significant downward trend. Believe it…