Tag Archives: attorneys

Don’t Be Afraid to Challenge the IRS – Resources & Tips

I just got back from the New England IRS Representation conference where we were platinum sponsors and exhibitors. It was held at the Foxwoods resort in Connecticut. There were several high profile speakers from the IRS’s Small Business/Self Employed division as well as from Appeals, Exam, OPR and Department of Justice Tax Division.

Although nearly all of the information was very valuable to practitioners who represent clients before the IRS, one of the presenters, from IRS, gave out very wrong information concerning the assessment of the Trust Fund Penalty against single member LLCs. I won’t go in to all the details here and it was eventually corrected by another presenter, however this is a big deal as many of us have single member LLC payroll tax cases underway right now that we are trying to resolve.

The point is this: If the people in charge at the IRS are confused and don’t know what their own laws, rules and (internal revenue manual) regulations say imagine how the rank and file are answering and dealing with yours and your clients questions about their payroll tax collection issues?

Don’t be afraid of challenging the IRS when you KNOW they are in the wrong and you are right.  Simply (and politely) fax them the IRM section(s) that supports your defense. If you can’t get anywhere with the revenue office escalate the matter to their manager. We just want them to follow their own laws and guidelines. This is another reason that troubled taxpayers need our expert representation now more than ever.

There are many great resources available today to get technical training on these types of issues. The American Society of Tax Problem Solvers (www.astps.org) provides top notch training and boot camp seminars on these and other technically related issues.

When Karen Hawkins, former IRS Director of the Office of Professional Responsibility (OPR) spoke at the event she cited the two main areas of concern regarding  complaints made toward practitioners: They were (the lack of) client communications and client management. This should be of utmost concern to CPAs, attorneys and EAs who don’t have a formal system in place to communicate with their clients during the course of their representation. OPR has the power and authority to suspend and/or disbar practitioners from practice for IRS Circular 230 violations. Not communicating with your client is considered a violation.

As we all know, the IRS is taking longer and longer to resolve cases due to budget cuts and reduced headcount. It is not unusual that cases that used to take several months to resolve now are taking upwards of a year or much longer! That is why you need a formal system in place that runs on auto-pilot that tells you when and how to communicate with your clients, especially during times when you are in a “holding pattern” with IRS and absolutely nothing is going on with your client’s matter. Put yourself in your client’s shoes – How would you feel if you’ve paid someone thousands of dollars and you don’t hear “peep” from them for a prolonged period of time? No one likes to be ignored. Besides filing a complaint with OPR your client can also complain to various other offline (State Board of Accountancy, State Bar, and State attorney General) and online venues.

For more information and a checklist on the “14 Touch-Point” client assurance system visit: https://rozstrategies.com/blog/14-touch-point-client-control-management-checklist/

The Value of Learning for Your Tax Resolution Business

This month’s guest post is from my business partner (and partner in life…my wife!) Roslyn Rozbruch. Her great advice is on learning, and the value of the process. Thank you Roslyn!

tax-resolution-learningI love learning new things, but I don’t care much for the process. In other words, I like the knowledge and experience I have at the end of something new I take on, not the beginning of it. That’s because at the beginning of anything new, whether it’s within my business or my personal life, my initial feeling is one of discomfort. It’s uncomfortable to learn new things. Not only that, it’s messy — I’m not sure what I’m doing, I make mistakes, I do something wrong … But once I go through doing that new thing, I am freed of that uneasiness.

For example, when Michael and I first started Roz Strategies, I decided to take on the bookkeeping part of it. We have an experienced bookkeeper, but I wanted to do most of the footwork. The first few months, it took me two days to close the books. I was clueless to what I was doing. It was beyond uncomfortable — it was painful figuring out where these numbers went. Lucky for me, our bookkeeper, Barbara, is one of my closest friends, and a patient teacher. It would have been so easy for her to push me out of my chair and just do it herself, but she sat next to me and taught me how to use Quickbooks. Then one day — about the third month in — I had an Eliza Doolittle moment and by George, I just did it!

Understanding what I was doing was the best feeling in the world, and it was also empowering. Now, I kid you not, we close the books in two hours and then go out to dinner. A year-plus into our new business, I feel great about doing projects I have experience in, and I still feel uncomfortable starting new ones. But I don’t let it stop me. I just do it.

And the reason I’m bringing this up is because I hear it from many of our new members who are just starting to practice tax resolution — they are afraid of messing up, of making a mistake, of taking on too many clients… The good news is that just as I have Barbara to guide me in bookkeeping, you have Michael guiding you in your tax resolution practice. And he has put a lot of systems in place to make your practice and casework easier.

Additionally, aside from your business, I’m also telling you to not let discomfort stop you from any new challenge you’d like to take on. Don’t let fear be your guide and stop you from pursuing something new that you’d like to take on, be it business or personal.

Find the right tools, whether they take the form of a written guide or an in-the-flesh mentor; talk to someone with experience or take a class; whatever you do, implement your plan! You might be uncomfortable, but at the end, you’ll feel great!

Thanks Roslyn for your “food for thought” on learning and the reminder of having the right teachers! If you are not yet part of my Tax and Business Solutions Academy, be sure to visit www.rozstrategies.com to learn more about how we help CPAs, EAs, Attorneys and other professionals looking to build a booming tax resolution practice Get in the Business of Growing Your Business™!

Attorneys and CPAs – Time to Offer Tax Resolution!

CPA Attorneys Tax Resolution Services Business

Attorneys and CPAs!  Millions of people need your tax resolution help but only a handful of Attorneys and CPAs are offering this premium service. This is THE TIME to offer Tax Resolution!

As I shared in a previous post, there are millions of people with IRS problems.

There folks are getting threatening letters from the IRS every day, everywhere in the country.
American taxpayers owe the IRS over $450 billion and that number grows every day due to accruing penalties and compounding interest and new taxpayers coming into the system with their NEW IRS problems.

If you are tired of being a slave to your desk and want to add a lucrative new revenue stream to your company, check out my new Tax Resolution Training videos and my products on www.rozstrategies.com.

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How to build a $600,000+ tax resolution practice in 12 months

Attention CPAs, attorneys and EAs!!!!

Are you feeling the pain of tax season? Tired of being stuck to your desk? How would you like to NOT have to be a slave to your desk in 2016?

If you want to take your business to a new level and add tax resolution services to your practice then it’s time to watch my FREE video training videos on taxresolutiontraining.com and learn how to build a $600,000+ tax resolution practice in 12 months!

Click on my picture below to watch the introduction on my training videos:

Screen Shot 2015-03-30 at 12.23.08 PMIn MY FREE Video Series, I cover:

  • How to tap into a lucrative market of 12 million prospects who are desperate for your help…
  • Strategies that I used to generate over $20 million in sales (while complying with regulatory and circular 230 restrictions on advertising)…
  • How to double or even triple your hourly billing rates (getting paid in full from clients BEFORE their case settles).
  • How much to charge and how to collect from tax problem resolution clients;
  • The one marketing secret that doubled my income literally overnight, with little to zero out-of-pocket costs (you can ethically “steal” this for your own practice)…Screen Shot 2015-03-30 at 12.23.19 PM

Why CPAs Need to Be in IRS Representation

CPAs – are you enjoying the stress of tax season? Consider trading in your tax preparation clients for more tax resolution clients.

I’m going re-address a common question for all the CPAs who are struggling in the thick of tax season (because there is a way out):

Q. “Why should I even consider doing IRS representation work?”

A. The biggest reason to choose tax resolution over tax preparation is that a tax resolution client is worth $5,000 minimum to you but that’s not the only reason why.

Another reason that CPAs need to get into tax resolution is that it’s a very specialized, niche practice which makes it a select premium service. IRS representation is not a commodity like tax preparation work. Very few practitioners and small firms are doing this. In fact, less than 5 percent of CPAs, EAs and tax lawyers are taking on IRS representation.

It’s time to start replacing your tax preparation clients with tax resolution clients.

Also, being able to resolve your client’s problem and help them to avoid financial crisis is one of the most self-rewarding feelings in the world. It’s about being appreciated by your client.

I built my tax resolution practice on my dining room table from scratch with no clients. Absolutely nothing. Zero to twenty million dollars in twelve years based off this system.

Subscribe to get my podcasts http://apple.co/17R7lKi as well as more video tips on http://taxresolutionmarketing.tumblr.com/

Until next post,

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Encore Training on How to Build Recurring Revenue

michael-rozbruch-webinarI wanted to make sure to remind you about a recent live training that I did which I consider to be the best training I’ve ever done! People went crazy over the “never before seen” secrets I shared. The training was a complete “behind the curtain” look at how to command more money in your tax practice. I am offering an encore presentation of that entire event for a limited time. To register for this complimentary training click on the link now! http://bit.ly/palooza15

In this training you’re going to find out how my top academy members are making over $60,000 in just 2.5 months’ time and why I’m the guy that turns ordinary practitioners into tax resolution rock stars!

This Tax Resolution Webinar reveals cutting edge information that will take you to the next level, even if you’ve been at this for a while and you’re stuck, or feel like you don’t know where to start, or you’re brand new.

This free training is for CPAs, Attorneys, EAs and other tax professionals who are frustrated that your average fee for tax return preparation is $300. I’ll show you how to add a $500,000 tax resolution practice within 12 months filling it with 3-10 new clients adding $15,000, $25,000 even $50,000 and more being deposited in your bank account every month!

  • You’ll learn how to tap into a ready-made market of 12 million prospects across America who are desperate for your help.
  • You’ll learn the exact strategies that I used to generate over $20 million in sales (while complying with regulatory and circular 230 restrictions on advertising).
  • Learn the secrets to increasing your hourly billing rates to more than 100% while getting paid in full from every client, before their case settles!
  • Learn what and how to charge your clients for an offer in compromise, a properly structured installment agreement, a currently not collectible case status and your penalty abatement cases.
  • Learn the one marketing secret that doubled my income literally overnight, with little to
    zero out-of-pocket costs (you can ethically “steal” this for your own practice).

Register now for the powerful capabilities that can give you the courage and the confidence to use IRS Representation as a cash producing tool in your life. Join us for this free encore training event! http://bit.ly/palooza15