Tag Archives: Inner Circle Members

Structured IRS Payment Plans Webinar June 24th 12pm PST!

Attention Insider’s Circle Group Coaching Members!

Be sure to mark your calendars for tomorrow’s IRS Payment Plans Webinar tomorrow, June 24th at 12pmPST/3pm EST!

TOPIC: The “Nuts & Bolts” on How to Get Your Installment Agreements Approved for the Lowest Amount Allowed by Law!

Join me for this informative training webinar as we’ll show you how to prepare, submit and negotiate properly structured IRS payment plans for your Tax Resolution Clients. This is a “live” 90-minute training workshop webinar on Wednesday, June 24th at 12:00 pm PST available exclusively to Insider’s Circle Group Coaching Members.

65%-70% of all your tax problem resolution cases will result in negotiating Installment Agreements for your clients. It’s crucial that you know the “ins & outs” on how to set these up and save your clients money!

You’ll learn:
* How to fill out a 433-A with line-by-line instructions;
* How to determine if your client is better served with an installment agreement vs. an Offer in Compromise;
* What the 4 different types of installment agreements are and how to determine which ones are the best option for your clients;
* Case Studies – Tips and Strategies!
*And much, much more…

My Insider’s Circle Group Coaching Members get access to all these benefits (see graphic chart below) including training webinars in case resolution like these and topics like marketing, client management and sales where I give you detailed, step-by-step instructions on how to grow your practice and be more effective.

Members – see you on tomorrow’s webinar!  If you are not a member yet and are interested in joining, visit www.rozstrategies.com – below is a list of all you get in your monthly membership!

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Tax Resolution Training: How To Get IRS Penalties Removed Webinar

Tax Resolution Training Time!

TOPIC: The “Nuts & Bolts” on How to Get IRS Penalties Removed!

Join me and Steven Klitzner, Esq. on Wednesday May 20, 2015 at 12:00pm PST for an informative training webinar on how to get IRS penalties removed or reduced for your clients. This is a “live” 90-minute training workshop webinar available to my Business Solutions Academy Insider’s Circle Members.

Steven is a practicing Miami Attorney.  His practice is mainly devoted to Tax Resolution.  He is admitted to the United States Tax Court, United States Court of Appeals for the Fifth Circuit, and the United States District Court for the Southern District of Florida. He is a charter member of the American Society of IRS Problem Solvers and a Consulting Member of the Tax Freedom Institute, an association of tax professionals in defense of taxpayer rights.

You’ll learn:

* How to request First Time Penalty Abatement;
* How to request and get penalties removed due to “Reasonable Cause”:
* How to improve your success rates
* How to save your clients money;
*Which of the 9 major “reasonable cause’ arguments the IRS grants most often.
*And much, much more!

If you would like to learn more about my Insider’s Circle Members Circle so you can access this webinar and more tax resolution business training, visit our website at www.rozstrategies.com.

The Power of Newsletters

I am a big believer in the power of newsletters for tax resolution marketing. When I ran my tax resolution company, the monthly newsletter I sent was always a hit. I have had a newsletter since the start of Roz Strategies and now, I help my tax resolution clients create them!

My Insider’s Circle Coaching Members will be enjoying a webinar today May 5th about the power of newsletters. Lee Milteer will be interviewing Jim Palmer, Sales Psychologist and The Newsletter Guru on “The Ultimate Success Trigger” for our Millionaire Smarts ™ Training Tele-Conference Call, focusing on how to generate more sales from your monthly newsletter.

tax-resolution_newsletterI heard my clients and contacts last month when they said they needed help creating powerful newsletters. You can buy your very own 4-page done-for-you Tax Resolution Times Newsletter which you can personalize and mail to all your leads, clients AND referral sources! This newsletter is a complimentary benefit to Insider’s Circle Coaching Members or can be purchased by non-members for only $149/month! Learn more about that here.

In my May newsletter, I discuss how you can use client complaints to your advantage to strengthen your practice, Roslyn gives great “food for thought” tips on how to plan your summer vacation, plus I give you insight into why tracking the source of prospect inquiries is important on so many levels.

My May newsletter is online for you to view: http://bit.ly/rsmay15

Tax Resolution Marketing Toolbox

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When I teach tax resolution marketing to my Inner Circle Group Coaching Members and folks who buy my done-for-you tax resolution business coaching products, I talk about the need to have a marketing toolbox.

Your marketing toolbox MUST INCLUDE brochures and newsletters that are devoted to tax resolution education and information.

Lorrie Thomas Ross (one of my academy instructors) spoke at the Orlando conference last January and shared a concept to help tax resolution practioners understand the right way to think about and approach marketing: think markEDing® (marketing + education).

Your target audience is craving help – from the moment they search for you and throughout the time from free consultation and during the entire tax resolution process, you need to be educating them.

It is your job to help your audience understand that they are making the right decision in hiring you.

Is your marketing toolbox ready?  My Tax Domination System & Toolkit is a “business-in-a box” system that gives you marketing and sales strategies to help you grow and thrive and the best part………

Most Of The Work Is Done For You! The Tax Domination System & Toolkit Package Set (that includes volumes One & Two) has nearly 1,000 pages including marketing templates for direct mail, brochures, media kits and press releases! Click here to learn more.

Until next time,
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Tax Resolution Marketing Tip: How To Close The Deal

I have seen a lot of up-and-coming salespeople (even some seasoned veterans in the tax resolution business) believe that hard selling is the only way to close the deal. They’ve existed in a world where manipulative selling tactics are not only encouraged, but taught. They rely on urgency and aggression to force the recipient into the sale—usually unwillingly. And they wonder why clients want “out” of the engagement and their money back. This is why salespeople, or as we used to call them, tax consultants (or shall I say INSULTants), have such a bad reputation in our industry.

Today’s Tax Resolution Marketing Tip: How To Close The Deal

I have developed what I call my “high ticket sales strategy” (which is in the Tax Resolution Success Resource System, Module 2). It’s more of a “take away” and assumptive selling approach that has earned me a lot of money over the years, because it lends itself to a non-pressured, high close rate among prospects. The truth is, hard selling is a surefire way to dissuade prospects from buying. No matter how genuine you seem, or how legitimate your argument may be, a hard sell almost always comes off sounding like a scam—making you look like some kind of con artist. When your prospect feels pressured, they’re more likely to shut you out entirely—successfully abolishing any consideration of doing business with you in the future.

Fortunately, closing the sale doesn’t have to be “hard,” in fact, it should be the easiest part of the process.

In his book, “Salesmanship For the New Era” (which was written in 1929, by the way), Charles A. Mears encourages salespeople to think of the sales process as a flight of stairs—you can’t possibly leap from the bottom to the top without touching any of the stairs in-between, just like you can’t possibly jump from your opening line to closing the deal without hitting some steps in the middle. Skipping steps will get you there faster, but the bigger the step, the harder it is to take, and the more likely you’ll find the door slammed in your face at the top.

A truly good salesperson builds momentum one step at a time.

They escort the prospect to the top of the stairs and ask them to take just one more step—rather than one giant leap. With each step, and each resounding “Yes!”, the prospect inches closer and closer to the sale. By the time they reach the top, taking that one final step, with one final “Yes!”, feels natural. In this case, both the salesperson and prospect walk away from the sale feeling successful.

And what could have been a hard sell, suddenly seems easy.

For more tax resolution marketing tips – learn more about my products and services http://bit.ly/182Hyi4

Here’s to smart sales!
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Tax and Business Solutions Membership Call Schedule for March

Insider’s Group Coaching Members: Mark your calendars for the remaining events this month! Make it a memorable March!

Thursday, March 19th – 12 Noon Pacific – All Star Sales Clinic!
How to Overcome the Most Common Sales Objections and Close More Clients!

Join me and a special guest expert on this training webinar as we’ll show you the who, what, where, when and why on “closing” more tax problem resolution clients than you ever thought possible! You REALLY don’t want to miss this! You will walk away with the tools and information to close more sales than ever before-Guaranteed! Learn how to respond when prospects tell you they don’t have any money, they can wait, it’s not that bad, we we’re just “looking” and wanted more information and much, much more!

  • How to overcome the number one sales objection – No Money!
  • How to get prospects to retain you in the first meeting;
  • How to Use the “assumptive” close and take-away selling;
  • Learn techniques that will make you more money right now!

Tuesday, March 31st, 10am Pacific – Open Tele-Coaching Q&A Call for Members.
To help practitioners grow their tax resolution practices, avoid obstacles and get questions answered, I am hosting a special tele-coaching call for all Tax Resolution Success Insider’s Circle members.

This call is an open question and answer format. In this format, I will be able to provide detailed answers to ensure members have everything they need to succeed.  This is YOUR time, I am dedicated to helping you make money fast within the IRS Representation niche.

If you are not yet a member of my Tax and Business Solutions Academy Monthly Member Coaching Program, you can visit this page to learn more: http://bit.ly/WIEAKg