Business Operations

Four Rules For Tax Resolution Marketing

I have four Rules For Tax Resolution Marketing: Get 'em Wow 'em Help 'em Keep 'em Get 'em: You can be the best tax resolution professional in the world, but if nobody knows, what's the point?  You get clients with marketing.  Network, advertise, be online, get on social media, get going with…


Tax Resolution Email Marketing Tips

There’s no doubt that email marketing can be a profitable tactic as part of your tax resolution marketing strategy, but it also runs the highest risk. The moment you hit “send,” you’ve given your readers the power; the power to delete the email or ignore it forever, the power to label it as “spam”…


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…


It’s Not What You say, but How You Say It

My wife Roslyn was at a restaurant recently, and sitting at the table next to her were two couples. One man commented to the other and said how great his secretary was. The wife of the man talking cut him off and said, “How good could she be? All she does is answer the phones—anyone can pick up a…


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…


Secure Appointments With IRS Problem Clients

It’s one thing to get an IRS case lead.  It's another to convert that lead into an appointment - it's a WHOLE other thing to actually get that IRS problem client to SHOW UP for the appointment (via call or in person). Once I discovered how to do this, I increased my close ratio by 5x. I adopted…


Effective Tax Resolution Marketing in Yellow Pages is Possible

Effective tax resolution marketing in the yellow pages is possible - IF it is done properly. Whether you’ve been doing IRS representation work for a while or just starting out you probably “heard” that phone book advertising doesn’t work anymore or it’s only for those large national firms with…


Work on Your Tax Resolution Marketing and Business

Are you ready to Get In the Business of Growing Your Business? Then you need to make marketing part of your daily practice. When I teach at my conferences, coach clients and work with my academy members, I always talk about the importance of making time to work ON your business, not just IN it.…


Tax Business Q & A Call with Michael Rozbruch

Tele-Coaching Call, Exclusive Member’s Only Benefit on 02/24! Jump Start Q & A  To help practitioners grow their tax resolution practices, avoid obstacles and get questions answered, I am hosting a special tele-coaching call for all Insider’s Circle TRSRS members. Call Date: Tuesday, February…


IRS Terror Tale of the Month - Cheating IRS and Employees

Owner of S&S Drywall, Stephen Gregory Nagy thought he was being quite inventive when he came up with his scheme to not only cheat the IRS but also his employees back in 2010. After the IRS assessed his company, they determined that Nagy owed more than $480,000 in unpaid federal employment…


Tax Resolution Marketing Tip: Photo-Proof Your Success

Tax resolution marketing tip time! Did you know that your practice may have hundreds of top-end salespeople that are waiting at your fingertips to be employed for no cost at all? As strange as that may sound, it’s true. There are countless individuals out there who are waiting to promote you and…


Tax Academy Schedule for February - Mark Your Calendars!

Be sure to mark your calendars this month as my Tax and Business Solutions Academy is holding special opportunities for members of our Insider's Circle to educate yourself and to help drive your firm's marketing plan. Tuesday, February 3rd - 11am Pacific, 2pm Eastern “Secrets to a Super Successful…


Everything in Life and Business is Negotiable, Everything!

This is one of my favorite quotes. While I am known as a tax resolution expert and the pioneer of one of the largest tax relief firms, not everyone knows my whole story. Being a negotiator is in my blood. I was at an Inc 5000 awards dinner years ago for the success of my former company and was…


Looking to Support a Non-profit?...Keep It Local!

A good deed is a good deed. But when it comes to making an impact in your community, sometimes it’s best to think local, especially when it comes to supporting non-profits. 1) You can see your donation at work: Giving back has its own rewards, but if there’s one downside of making a monetary gift…


Success Comes in CANS, Failure Comes in CAN'Ts

When I work with my clients, I coach them on working on what they CAN do, versus what they CAN'T do. Success comes from doing, failure is not doing.  Remember this great quote from Steve Case as you work on your business. Do what you can, prioritize and make your success happen! "You shouldn’t…