Practice Management

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.…


Happy Thanksgiving and Thank You from Michael Rozbruch

I know I’ve posted a ton of blog posts during the last several weeks regarding my master class on How to Implement Your Very Own Audit Protection Plan. As a “Thank You” I’ve attached a complimentary link to one of my most popular trainings on the house! by Michael Rozbruch

Online Tax Training This Thursday - Reserve Your Spot

I’m assuming you didn't start your tax practice because you love numbers and you think the IRS is all that. You started your practice because you wanted to make more money. Imagine how great you would feel if you could make more money this tax season than you did last year? Would you like to take…


Master Class Online for Tax Professionals

Do you ever feel like you’re on the hamster wheel, constantly trading precious hours for dollars and not seeing the monetary results you want? Stop skipping your personal life and pouring yourself into grisly overtime and endlessly long hours! On this Thursday, November 9th starting at 11AM (PST),…


Tax Professionals: Add Tens of Thousands to Your Bottom Line

Would you like to take home an extra $25,000 - $50,000 of passive income without adding a single new…


Increase Your Revenue Without Spending a Penny

Tax Practitioners: Would you like to take home an extra $25,000 - $50,000 of passive income, each and every tax season, without adding a single new client?   


Free Online Master Class for Tax Professionals

Tax Professionals: There’s a hidden gold mine in your business! What if I told you that the next level of success in your business was buried in plain sight, smack in the middle of the daily tasks that you’re already doing right now (for free)? And that the key to unlocking this secret fortune was…


Use Online Chat to Gain New Tax Resolution Clients

One of the most effective and least expensive ways you can get retained by new tax resolution clients is by using online chat on your website as a marketing strategy.