Sales and Marketing

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. You want to give your prospect every opportunity to contact you today. One inexpensive way is by utilizing online chat on your…


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…


Tips for a Successful Meeting with a Prospective Client

You may be surprised to hear that many tax practitioners, especially the newer ones, get nervous when meeting one-on-one with a prospective tax resolution client. You're trying to convince this person that they should work with you - and pay you a lot of money - up front. I've been a tax resolution…


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! Have you ever had any of these challenges?  Performing post-filed return work for free because…


How to Implement Your Own Audit Protection Plan

Discover this ONE Proven and Simple Strategy That Adds Tens of Thousands of Dollars to Your Bottom Line Tax Season after Tax Season Most of you know me as a pioneer in the tax resolution industry. What a lot of you may not know is that also I co-founded an audit protection plan company in 2013 that…


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…


"How to Get Your Own Book Done in 9 Days!" Training Webinar

Please join me for a free webinar featuring my special guest and Mastermind member, Attorney Charlie Price who will show you, in great detail, how he wrote his own lead generation book, "I Can't Pay the IRS...Now What?" in just 9 days! "How to Get Your Own Book Done in 9 Days!" Training Webinar…


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…


The 5 Secrets to a Highly Profitable Tax Resolution Practice

Imagine what it would feel like to never again struggle with trying to figure out "the best way" to attract just the right tax resolution clients to go to your website, call your office, or walk through your doors. Imagine never having to worry about lead generation - no confusion, no…


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.…


Making the Most of Your Tax Resolution Practice

Tax resolution practitioners, ask yourself this: When your clients walk out the door, do you think they will refer their friend or family member with IRS tax problems to you?  If the answer is "no" or "not sure" then it is time to examine how you conduct your client relationships. I am saying this…


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…