Practice Management

How Customer Complaints Can Strengthen Your Business

Of all the calls and emails your tax resolution office handles, the most challenging, and potentially the most rewarding, is the client with a complaint. Believe it or not, customer complaints can strengthen your business. Whether the object of complaint is truly your (or your staff's) fault or…


Secure Serious IRS Tax Problem Leads

The most successful tax resolution professionals value their expertise. Valuing expertise begins with valuing time. You only want to be talking to leads who are serious about wanting to have their IRS problems gone from their life. TIME IS MONEY! Sure, you want tax resolution leads. But more…


Tracking the Source of Your Leads

Tracking the source of your leads to understand where potential new clients come from is important on many levels. Without this information, you’ll never really know what is or isn’t working regarding your marketing budget. It’s also important to know what each “lead” costs you. One of my academy…


The Power of Newsletters

I am a big believer in the power of newsletters for tax resolution marketing. When I ran my tax resolution company, the monthly newsletter I sent was always a hit. I have had a newsletter since the start of Roz Strategies and now, I help my tax resolution clients create them! My Insider's Circle…


Join me for Salim Omar's CPE Credited LIVE Webcast - FREE

I will be interviewed on Salim Omar’s CPE credited LIVE “Exponential Practice Growth and Practice Freedom Live Webcast” on Friday May 1, 12PM EST (9AM PST)...you need to be there! It's FREE and there is still time to register: http://bit.ly/1FvrfZg This LIVE webcast will give you the newest (and…


How to Manage Your Tax Resolution Client Files

My Insider's Group Members will be joining me tomorrow, Wednesday, April 22nd 12pm PST for a How to Set Up Your Client Files Webinar to learn how to best manage their tax resolution client files to maximize their practices! Ever struggle to find that one piece of correspondence but can't because…


Belonging to a Mastermind Group

Here in Los Angeles, we’re lucky enough to experience beautiful weather all year round. So when Roslyn and I made the decision to sign up for a Dan Kennedy mastermind group in Cleveland, Ohio this past February, we were thinking more about the below-freezing temperatures than anything else. In the…


Tax Resolution Marketing Tip: Answer FAQs for More Leads

Today's tax resolution advice is short and sweet: to get more informational content out to help pull in more leads, simply answer common FAQ's (Frequently Asked Questions). The questions that you might take for granted are EXACTLY the things that your leads are searching for. Ask your front desk…


Tax Resolution Marketing Toolbox

When I teach tax resolution marketing to my Inner Circle Group Coaching Members and folks who buy my done-for-you tax resolution business coaching products, I talk about the need to have a marketing toolbox. Your marketing toolbox MUST INCLUDE brochures and newsletters that are devoted to tax…


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…


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…


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…


“Information Overload” and How to Get Noticed

Your prospective clients are like you; they’re busy, they get a lot of email, phone calls, texts, and regular mail, and everything is clamoring for attention. Add to this the fact that your clients and referral partners are being bombarded with marketing materials from your competitors. You don’t…


Success Means Surrounding Yourself with the Right People

"The fastest way to change yourself is to hang out with people who are already the way you want to be." ~Reid Hoffman, Co-Founder of LinkedIn It's a new year and people are throwing around one of my favorite words - "resolutions." To the general public it means making a promise to oneself to…