Practice Management

How to Successfully Negotiate with the IRS

If you want to be successful in the tax resolution business, you need to be a successful negotiator.  I personally represented 2,000 individuals and small businesses spanning a 16-year period and I was a vigorous advocate for my clients. What skills does a successful negotiator need? This is common…


What Prospects Want from You Before They Say “Yes”

There are two kinds of sales, transactional and relational. A transactional sale means you HAVE TO make the sale. You’re needy and desperate for the sale. In a relational sale people want to be understood before they do business with you. There is a misconception that if you can just make your…


Ten Magic Words

When I started in the tax resolution business and had my initial consultations with clients, I’d have meaningful conversations but no signed engagement letter and no deposit check. I soon realized I was leaving something very important out of my conversations during my “close”.  I learned there are…


What’s Your Plan “B” if Your Client’s Offer in Compromise Case is no Longer Feasible?

It can be exciting when a prospect comes in for an initial consultation and they are the perfect candidate for an Offer in Compromise (OIC).  They hire you for exactly that to prepare, submit and negotiate an OIC.  Many months go by between when you take on a new client and when it’s time to submit…


How to Respond to “You’re Just Too Expensive”

When it comes to closing the sale, you’ll encounter many types of objections.  One of the most common is “You’re too expensive”. This is a completely different objection than, “I don’t have the money.” When a prospect raises the “you are too expensive objection’, they don't want to be taken…


When Should You Hire Your Next Employee

Let’s face it, every business owner struggles with staffing issues.  The most common struggle is where to find that right person for the job.   You’d be surprised to know the answer to this question.   Surprisingly, the best time to hire somebody is when you can least afford it, because if you're a…


Charging for Additional Services for Tax Resolution

Hey, it’s Michael Rozbruch here, founder of Roz Strategies, and what do you do after you’ve been retained and you discover there’s additional work to be performed that you never included in your engagement letter? We call this additional services or an additional service request.  You’re going to…


Every IRS Collection Case Has 3 Work Phases

Every IRS Collection Case Has 3 Work Phases: First Phase: Transcript Investigation & Analysis Second Phase: Compliance Third Phase: Resolution Phase I teach that you charge separately for each phase based on the complexity of the case, the amount of tax debt involved and the value you bring to…


Biggest Business Challenge

Do you know what the biggest business challenge is? The biggest business challenge today is overwhelm. And you know what happens when there's too much overwhelm? You start making bad decisions. And you know what happens when you start making bad decisions? It affects your confidence. One of the…


Do You Know What You’re Worth?

Have you ever sold yourself short when you have client consultations? Do you know what you're worth to your clients? For example, some of you have shared with me that you feel guilty to charge $3,500-$4,000 to set-up a simple installment agreement because in your mind you're thinking, "Wow, this is…


Who's Running Your Practice?

When you started your practice, you had a dream of what it was going to be… ...to make money, be looked up to in the community by your friends, your colleagues, your associates, your clients. You wanted to make an impact and difference in people's lives. You might find that you are now stuck in the…


Marketing: New Emerging Industries for Tax Resolution

When it comes to marketing, I always say, “One is a lonely number, and you need more than one marketing strategy to attract prospects.” Let me take that one step further and say that you also need different groups of people or industries to market to.


Why We Don’t Make Promises We Can’t Keep

No matter how much you prepare, you can never control the outcome of something. This isn’t to suggest you can’t aim for a certain outcome. We should always do the legwork, putting in the time to prep and research as much as possible. But while you should commit time to preparing, you can’t become…


What Do Taxes and Wedding Dresses Have in Common?

This past spring, Roslyn and I flew out to New York to visit our daughter. Erica got engaged over the holidays, which means she and Roslyn are in full wedding planning mode. While we were out there visiting, Erica scheduled an appointment to look at wedding dresses with Roslyn at Kleinfeld Bridal.…


Benefits of Having a Brochure

Do you have a brochure? If not, you should put it at the top of your marketing strategies “to-do” list. Why is a tax resolution brochure so important? The No. 1 benefit of a brochure is it increases your opportunity to make a sale! The goal of your brochure is to get prospects to call you.