Business Operations

IRS Marketing

How do you take something that the IRS has said and turn that into a marketing opportunity? Well, last week Nina Olson, who's the National Taxpayer Advocate at IRS, came out and stated that the real audit rate in the United States is 6.2%, not 7/10 of 1%. Just to put that in perspective, 7/10 of 1%…


$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…


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…


Tax Resolution Practitioners: Advance Your Master Plan

It’s the new year, and winter is here — and I don’t mean January-February snowstorms.…


Roz Strategies - We've Come Full Circle

We kicked off 2017 with a bang, holding our 3rd Annual Marketing and Technology Extravaganza for tax resolution practitioners that we co-host with the American Society of Tax Problem Solvers (ASTPS). The event was a huge success — especially for the attendees, who heard from guest speakers new…


The 10 Most Important Words for Your Tax Resolution Practice

A lot of my members and clients have their marketing in place, working like a well-oiled machine. You might be in that category, where your phones are ringing and you know how to screen the looky-loos and tire-kickers from qualified prospects because you’re using the phone script system from the…


Embrace the Winds of Change and Don't Let Fear Get in the Way

First of all, we hope everyone had a great holiday.  We wish you all a happy, healthy, and prosperous new year! This month, we’ve been thinking a lot about the new year, because it brings new opportunities for change. We’re definitely feeling those winds of change here, especially because our…


Business Tip: Never Compromise Ethical Practices

No reward is worth the risk.  A few weeks ago I saw an episode of “60 Minutes” about ethics in law. With CBS cameras in tow, Global Witness, a company that investigates international corruption, went undercover and posed as a representative of a millionaire from another country seeking to…


IRS Penalties Can Often be Reduced to ZERO in 2 Ways

Getting_IRS_Penalties_RemovedThe IRS has over 148 different penalty types they can hit your clients with.…


Get clear on your tax resolution target market!

It is critical to your sales success to know your tax resolution target market and clarify that in your marketing messaging. Are you putting qualifiers or conditions in your marketing? If not, you are going to waste time, energy and money attracting looky-loos, unqualified prospects, or worse, bad…


The Real Money Is In The Follow-Up

My oldest daughter, Danielle, drives a 2012 Volkswagen Jetta. She leased it new about three years ago, and has been very happy with it ever since. Her lease isn’t up until October this year, but she started getting phone calls from the car salesperson sometime in April — nearly six months prior.…


If Opportunity Doesn't Knock, Build A Door

if opportunity doesn't knock, build a door Opportunities are not always handed to us. Most times, we have to create the opportunity. This quote…


Success Is The Sum Of Small Efforts

tax resolution success "Success is the sum of small efforts, repeated day in and day out" - Robert Collier Tax resolution…


Tax Resolution Business Mastermind Meeting

I was in Los Angeles last week hosting a tax resolution business mastermind group meeting. Fred Katz EA, Ralph Nelson EA, Greg Nunn CPA, Michael Rozbruch,…</p data-lazy-src=

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…