What Prospects Want from You Before They Say “Yes”

There are two kinds of sales, transactional and relational. A transactional sale means you HAVE TO make the sale. You’re needy and desperate for the sale. In a relational sale people want to be understood before they do business with you. There is a misconception that if you can just make your…


Ten Magic Words

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?

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?

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!

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”

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

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

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…