Tag Archives: CPAs

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™!

CPAs and EAs – Adding IRS Representation Work To Your Practice PAYS

I talk day in and day out with CPAs, EAs and attorneys who have successful practices, but are considering adding IRS Representation work…


CPAs and EAs need to consider tax resolution as part of their practices

Besides the value of adding another niche service to your practice to have more services to offer to your current clients, IRS Representation (aka tax resolution) will bring you referrals from other people and other professionals you’ve never met before.

If you are a CPA or EA interested in building a $600,000+ Tax Resolution Practice, my academy helps CPAs, Attorneys and Enrolled Agents build highly profitable practices through PROVEN marketing systems and strategies.

Our academy is an “A to Z” solution for those who want to expand what they are already doing, want to add a lucrative revenue stream to an existing practice or want to start an IRS Problem Client niche practice from scratch.

More at www.RozStrategies.com!


How To Gain Income In The Off-Season

Most solo CPAs & EAs derive 70% of their income January through April and struggle the rest of the year not knowing what income is coming through the door. If you like struggling, stop reading. If you are a CPA or EA and you don’t want to be a part of this statistic in the future, know that there is a way out.

CPAs EAs tax resolution

While you may enjoy the lightened workload post-tax season, most CPAs and EAs have had enough time to come up for air and are probably wondering “now what?” when it comes to earning off-season income.

Believe me, I know…I was there once. My accounting business used to be dependent on seasonality until I changed my model and created consistent, dependable income streams.

Ask yourself this: what would your life look like with an extra $15,000 a month from just three new clients in the off-season? What about $18,000? You could make even more!

To get started, watch my free video on How to Create More Predictable Cash Flows by adding tax resolution services to your book of business.


Join me for Salim Omar’s CPE Credited LIVE Webcast – FREE

I will be interviewed on Salim Omar’s CPE credited LIVE “Exponential Practice Growth and Practice Freedom Live Webcast” on Friday May 1, 12PM EST (9AM PST)…you need to be there!

It’s FREE and there is still time to register: http://bit.ly/1FvrfZg

This LIVE webcast will give you the newest (and most effective) strategies in our industry today to boost your earnings 2x…3x… even 4 Times Higher! …..and with less expense, less time and less effort.

Screen Shot 2015-04-28 at 5.40.52 PMWhen: Friday, May 1st, 2015

Time: 12:00-4:00 PM EST / 9:00 AM-1:00 PM PST

Who: Salim Omar, CPA, Dominique Molina, CPA, President, American Institute of Certified Tax Coaches, Scott Zarret, CPA, President, CPAacademy.org, Mike Giardina, CEO, Office Tools Professional and me!

Registration: http://bit.ly/1FvrfZg

This might be the only place where you’ll get access to FIVE of the CPA industry’s highest achievers breakthroughs and discover how they accomplished so much so quickly. As well as gain valuable bonuses from the panel of experts – you can register now for it at no cost below.

It takes 30-seconds to register and get your invitation to this live webcast: http://bit.ly/1FvrfZg

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.