Tag Archives: tax resolution business

$10,000 Investment

What would you do if I gave you $10,000 today to invest in your business, and you couldn’t pay yourself a bonus of $10,000?

Now the vast majority of you would answer marketing and education. So if someone gave me $10,000 today this is what I would spend it on in terms of marketing.

The first thing I would do is do radio. There are many, many stations throughout the United States where you can get on the air waves for $2,000-$3,000 a month. So you can run a direct response tax resolution ad and get out on the air waves for about $2,000 or $3,000 a month.

The second thing I would do is buy a list. Buy a small list of people who already have Notices of Federal Tax Liens filed against them. And I would do a 3-step direct mail campaign to that small list.

And then the third thing I would do is get a phone system because once you start marketing you’re going to be getting calls so you need someone to answer the phone. And by the way, remember, the case value of just one client for a tax resolution case is $5,000. So I would make sure I had an up to date phone system, a voice over internet protocol, or VOIP phone system is the way to go today, and I would make sure that that phone is answered live. So you can have a virtual assistant answering that phone, or there are many other options to have your phones answered live today where you don’t necessarily have to put somebody on your payroll.

Watch the video to find out the fourth thing I would do with the last portion of the $10,000 investment.

So those are the things, and I wouldn’t necessarily do them all at the same time. I would space it out and spread it out. That’s what I would do if I had $10,000 today to invest in my business, and remember the case value for one tax resolution is $5,000.

Until next time,

michael rozbruch tax and business solutions academy

Should You Be Using Yelp?

Should you be using Yelp to market your tax practice?

The answer to that is an unequivocal yes because they have a free version and an advertising paid version, very similar to what Facebook is. Facebook as you know, allows you to set up a Facebook account and also advertise. But Yelp itself was started in 2004 as a restaurant review site. People would check Yelp reviews if they were going to their favorite restaurant.  So it started like 14 years ago. But since then, it has dramatically improved their platform and their search results.  Right now there are 70 million people searching and going to Yelp and they’re looking at your tax business before they make a decision.  So whether you have an exclusive tax resolution stand-alone practice, or you have a traditional CPA tax practice that does tax resolution, you should definitely be on Yelp.

And here’s how it works. You need to ask your clients, your customers to post reviews on Yelp. Because as you post more reviews on Yelp you will come up on the first page of search results. When someone is searching for your company, Google and Yahoo automatically put people’s Yelp profiles on the search results. So you want to get your clients to give you positive reviews on Yelp so that you can come up in the search results organically without paying to be on the first page of search results.    

Also, I’m going to give you some tips to get started on Yelp. The first thing you want to do is go to Yelp and claim your business.  

The second thing you want to do is add photos into your profile.  And you want to add as much copy and text into your profile as possible. There’s a lot of real estate there where you can use a lot of direct response keywords and phrases for your tax resolution business.  And the photos can be of your conference room, of your reception area, of your employees, of some Offer in Compromise acceptance letters, images of those would be great to use in Yelp.

Watch the video now to find out the third thing you should do to get started on Yelp.

Until next time,

michael rozbruch tax and business solutions academy


How To Get a $100,000 Fee in Your Tax Resolution Practice

Do you want to know how to collect $100,000 fee? 

I know it sounds unbelievable, but these types of cases exist if you know what to look out for.

Your bread and butter tax resolution cases are going to be in the $5,000-$7,000 fee range, but I’ve collected $100,000 fees in my tax practice, and one of our members, just collected a $100,000 fee from one of his clients.

Do you want to know what our member said to close the deal? Watch the video now and find out! 

Michael Rozbruch on How to Collect $100,000 Fee in Your Tax Resolution Business

To recap:

In order to collect large fees certain things need to be present:

  • There has to be complexity and urgency in the case.
  • There needs to be a very large IRS tax debt involved.
  • The client perceives the value you’re providing.

Our member’s client owed the IRS and State over $3 million. There was an impending administrative summons that needed to be handled. There was a collection due process hearing request that needed to be filed ASAP. There was an aggressive RO breathing down the client’s back. It also didn’t hurt that the client had already paid $42,000 to a large national firm several years ago and didn’t resolve the matter.

Watch the video now!

Do you want to add lucrative tax resolution clients on a predictable basis to your practice? Learn more about getting in the business of growing your business in my deep dive online workshop called “The Five Secrets to a Million Dollar Tax Resolution Practice”. Click on this link to be entered for free and I’ll see you on the other side!

michael rozbruch tax and business solutions academy


How Marketing Grows Your Tax Resolution Business

Before I started my tax resolution practice – back in 1998 – I was on the brink of filing personal bankruptcy. I had a mortgage and a family and I was struggling.

Here is what was happening:

  • I was writing off large chunks of time and MONEY from billing statements every month because I was afraid that I was going to lose the client.
  • I was wondering WHEN my next client was going to hire me.
  • I was trying to figure out this thing called “marketing” to help with my business.
  • I was feeling angry that I hadn’t accomplished more at that stage of my life and practice.

Does any of this sound familiar?

Tax Resolution Marketing RisingI had to do something both different and drastic to get out of my situation. I started to change my mindset and decided to figure out this “marketing” thing. I implemented marketing and operational strategies that I learned to help me build one of the largest, most successful and reputable IRS problem client niche businesses in the country!

In essence, I began working “on” my business instead of “in” it. I finally figured out that being a great CPA didn’t always equal financial success. My service deliverables were secondary and the business of marketing was first and foremost. Sure, I was technically proficient and aimed to help every client to the best of my abilities, but changing my thinking from marketing information versus marketing for “cases/clients” was the gamechanger. It put me at an advantage and will do the same for you.

Marketing your information and educational content helps you enter the conversation in your prospective client’s head. You cast a much wider net and it significantly lowers your overall cost-per-lead to acquire new clients.

Once tax resolution professionals “get” this way of thinking and work it to their advantage, they are generally in the top 5% of earners!


I’ve been there and done that and now I am showing you how to market your information to get in the business of growing your business. Why reinvent the wheel when it is all right there for you?

Sign up today for my FREE video training to learn “The 5 Secrets to a Million Dollar Tax Resolution Practice“. There’s no time like the present to work on your future.

See you there!

michael rozbruch tax and business solutions academy

Recharging After Tax Season!

You’re in the home stretch. Tax Season is almost over!

I want to talk to you about taking 5 minutes of your time right now. This video isn’t going to be 5 minutes long, but after I’m done I want you to take 5 minutes for yourself and write down what you’re going to do after April 18th.

In other words, I want you to plan a fun day, or couple of days. I want something on your calendar that you’re going to do that you’ll get excited about. I don’t mean to take time off and lounge around on the couch in front of the TV. You’ve worked this hard, you deserve to do something fun, and if you block out time on your calendar today for after April 18th, you’ll reap the rewards of all of your hard work and feel great!

Click here to watch the video now:

Tax Resolution Training CPA

So now’s the time to reserve a court if you play tennis, or book a restaurant to take your spouse out to a real nice dinner, or make reservations for an overnight or weekend getaway. Take 5 minutes to book your reservations so that after April 18th you have something on the books that you’re going to look forward to that you really like doing.

Make time for yourself so you can recharge. I don’t want you to finish tax season and have nothing planned and just lounge around. Sure, maybe you can do that one day, but if you’re going to take a few days off make it count, reward yourself with some really quality super fun time. You deserve it!

Until then—Get in the Business of Growing Your Business!

Watch my video “Recharging After Tax Season” here

Answering Your Phones “Live” in Your Tax Resolution Practice

I want to ask you a question today.

I know we’re deep into tax season and you’re deep into work, but are you answering your phones live?

Yesterday I emailed one of our members and I received their “away message” reply back that basically said, “We’re very, very busy right now, we will get back to you within 48 hours.” Now that might be ok for your regular tax preparation clients, but it’s not ok if you’re spending money on marketing to tax resolution clients, because trust me, the person who’s just called you, and was told to leave a voicemail message, or emailed you and received a response of, “We’ll get back to you in two days”, has gone onto the other names of tax resolution firms on their list.

It takes a prospective client a lot to pick up the phone in the first place. You want to remove any obstacle whatsoever that prevents someone from hanging up and not leaving a message. So it’s important that:

  1. You answer your phones live, especially during normal business hours,
  2. You answer your phones live 24/7 and,
  3. Do not have an email reply that says you’re too busy to respond—especially if it’s a tax resolution client!

Click here to watch the video now:

You’re spending (on your marketing) between $100 to $200 for the lead, to get the phone to ring or to get that person to email you, to contact you, so why in the world would you not want to take that call “live”? That’s a hot lead. That’s a hot prospect. They may be ready to “buy”.

A caller on the phone is 5 times more likely to retain you than somebody you’re playing phone tag with or email tag with. I can’t stress it enough that especially during this time of the year that you respond live to calls coming into your office. This is the time when taxes are top of mind with everyone but especially with taxpayers who haven’t filed their taxes in a few years and/or owe the IRS money for back taxes.

So answer your phones live during normal business hours and even after normal business hours.

Click to watch my video ANSWER YOUR PHONE.

Until then—Get in the Business of Growing Your Business!