Practice Management

After Tax Season: Getting Paid for Follow-up Work

Tax Practitioners: The Extension deadline has just passed! In the next few weeks you're going to start receiving those pesky IRS and State notices on behalf of your clients that you just filed tax returns for. And if you're like 80% of the practitioners I speak to you're going to be handling that…


Four Ways to Increase Profits in Any Business

There are only 4 ways to increase profits and revenue in any business.  It doesn’t matter if you're a brick and mortar retailer, a wholesaler, distributor, or even own a professional practice — there are only 4 ways to increase revenue. One way is to go out and obtain brand new clients – which is…


Tax Resolution Practitioners: Do You Have The Right Mindset?

Having the right mindset will lead to all the things that you want in life. One of the biggest things for me was to overcome fear of failure. I was in fear when I started my tax resolution business nearly 18 years ago. I was in fear when I started Roz Strategies over 3-1/2 years ago. And let me…


Online Workshop: Implement Your Own Audit Protection Plan

Free Online Workshop - Thursday, November 9, 2017 Discover This ONE PROVEN and SIMPLE strategy — adds thousands to your bottom line without having to add one new client or spend a penny on advertising!


Tax Resolution Training - Marketing Comes First

What do your prospective clients see when they walk into your front lobby or reception area?  You've got to think of marketing as the overarching umbrella to everything you do. It’s costing you a lot of money to get someone to show up, and you want that person to know that they have come to right…


Roslyn's Food for Thought: What's in Your Lifebook?

This is a guest post from Roslyn Rozbruch, President of Michael Rozbruch’s Tax & Business Solutions Academy™ What's in Your Lifebook? Michael and I attended a four-day retreat just outside of Chicago called Lifebook. It was an amazing experience at a place owned by Jon and Missy Butcher,…


How to Follow Up with Qualified Leads

Tax professionals: How do you follow up with qualified prospects that you've already met with in your office, or on the phone, and had the initial consultation with? On the last two videos, I talked about how to follow up with both your offline leads and online leads. This video is on following up…


Following Up with Your Online Leads

Tax Professionals - how do you follow up with your online leads? The Money is in the Follow Up -- Otherwise You’ve Just Flushed Your Marketing Spend Down the Drain! It's just as important to follow up with your leads you get from your online marketing efforts as it is with your offline leads.…


What's on the Horizon?

Roslyn and I wrote this after we returned from our second annual Tax Resolution Success Summit. It was SO exciting to see that so many of our members have taken advantage of our 50 percent member discount and signed up to join us! Roslyn, Becky, Sue, and I really enjoyed meeting and talking with…


What You Shouldn't Be Doing to Get Tax Resolution Clients

This week I want to talk to you about something you shouldn't be doing, and that's buying leads from lead aggregators. Watch my video to find out more about why you shouldn’t buy leads from lead aggregators.


How To Get a $100,000 Fee in Your Tax Resolution Practice

Do you want to know how to collect $100,000 fee?  I know it sounds unbelievable, but these types of cases exist if you know what to look out for. Your bread and butter tax resolution cases are going to be in the $5,000-$7,000 fee range, but I've collected $100,000 fees in my tax practice, and one…


Can a CTEC Tax Preparer Do Tax Problem Resolution Work Without an EA or CPA License?

Andy Frye of Pronto Tax School, a school to renew your (California Tax Education Council) CTEC Registration wrote a blog post that answers the question Can CTEC Tax Preparers Do Tax Problem Resolution Work? 


An Easy Way to Find Tax Resolution Clients Online

A relatively new site online that can deliver you very good leads is called Thumbtack.com. Thumbtack helps you find new clients to grow your business. The process is simple. Customers or potential clients tell Thumbtack about their individual tax problem-resolution needs, and Thumbtack sends you,…