Tax & Business Solutions Academy

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…


Re-Marketing Ads

Have you ever been on Amazon's website, QuickBooks or any other sites on the internet, and then you start seeing their ads show up no matter where you go online? We all do it—visit a website because we are interested in a product or a service, but we don’t always reach out to that company.  Your…


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…


The Power of Letting Go

In Michael’s cover story, he talks about the Genius Conference we attended. I can also say it was an amazing experience. Not only was it great to see people we know, it was nice to meet new people. One day at lunch, I was talking to someone attending the conference for the first time. He was in his…


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…


How to "Sell" the Transcript Analysis

John:  I have a sales question for you.  So you know I’m pretty good at closing deals but I’m very slow because I give the prospect a lot of free information before I sign them up because I just don’t get for myself, and I think my problem is I keep comparing consumers to how I would be the…


A Moral Obligation

Why Are Artists and Tax Pros Afraid to Sell Themselves? Earlier this fall, Roslyn and I attended a smooth jazz concert with a few of our friends. Roslyn is a big jazz fan, and I’m starting to get there, too. The show we caught, Dave Koz & Friends’ Summer Horns Tour, was part of an outdoor…


Is the Tax Resolution Market Saturated?

Do you think the tax resolution market is too saturated? I get this question all the time.  Instead of the myth, let’s look at the facts. The Real Facts: There are only 3,500 to 4,000 firms nationwide that are doing tax resolution today in any meaningful way. But only 200 of those firms do tax…


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…


Paul Manafort and Tax Resolution

What does Paul Manafort and tax resolution have in common? A lot actually… https://www.youtube.com/watch?v=jZFpD1JtqSI As we all know, if you’ve been reading the news stories online or watching the evening news, Paul Manafort, Donald Trump’s former campaign manager, was found guilty on five counts…


Top 6 Advantages of a Tax Problem Resolution Practice

Advantages of a Tax Problem Resolution Practice Collections Unless you like making those dreaded monthly collection calls and wasting time chasing after receivables versus working on earning new business you may decide that tax problem resolution work is just what the doctor ordered. NO MORE…


Working Hard is One Thing, Knowing What to Work Hard On is Another

Imagine making more money with your existing practice than you ever thought possible.  Imagine never having to worry again whether or not you have enough business, especially in the off-season. You have worked years to build your business.  Now it’s time for you to earn what you deserve. Think…


Learning From Someone Who Has Built a $20 Million Dollar Tax Resolution Firm From Scratch

I think it's important to ask yourself…where else can you go to learn from someone who has built a $20 million dollar firm from scratch? The answer is nowhere.