Practice Management

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.


Providing Great Client Care

I teach a lot about marketing and sales and management, but today I want to talk to you about how to care and have empathy for your client. Sometimes with all the distractions and everything we're doing today, we unintentionally judge other people. 99.9% of people with tax problems are good people…


$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…


Do You Know What to Charge for an Offer in Compromise?

I was on one of the tax forums I belong to in LinkedIn and one of the group members posed the question, “What do I charge a new tax resolution client?” Do you know the answer to that? There were about 8 or 9 comments regarding this post: One person said charge $1,000 - $1,200. Another said charge…


Tax Season Confession and Special Training Offer

I have a confession: I love Tax Season. I LOVE this time of year! I know, I know. Not everyone does, especially now with the enactment of the new Tax Reform bill (and having to answer a thousand questions from every client). But for me, no matter what's happening in my world - good or bad - I feel…


Trump's New Tax Reform Bill is a Marketing Opportunity

Do you want to know how you can turn all the hoopla and noise around the new Tax Reform Bill into a huge marketing opportunity for you right now? News reporters, local TV news and, radio stations, are all looking for expert commentary on the new Tax Reform Act that goes into effect this year. What…


Tax Resolution Practitioners: Advance Your Master Plan

It’s the new year, and winter is here — and I don’t mean January-February snowstorms. Roslyn and I had the privilege of hanging out with Tony Robbins at a private cocktail hour with around 20 other people. Tony shared his idea of winter, and his version is more along the line of a cold financial…