Tax & Business Solutions Academy
How to Create Your Lead Generation Magnet in 3 Easy Steps
For those of you that don’t know, a lead generation magnet (also called a “special report”) is a marketing term for a free item or service that is given away for the purpose of gathering contact information. The No. 1 thing your lead generation magnet must do is appeal to your prospect’s emotions…
Look Who’s Talking: Lessons From Chris Voss and Keith Cunningham
There’s a learning principle that says we need to hear or see something seven times before our brains really remember what it is that we’re being taught. This is called the “rule of 7” and it certainly rings true for me. For the last few years, Roslyn and I have attended the Genius Network Annual…
"State of the Union" Predictions Tax Resolution Marketing for 2020
I don’t think there is a better time than in the past eight years, to get into the tax resolution business than now. I say this because of the convergence of some key industry metrics and observations. It’s almost like a “perfect storm” given the IRS’s 2020 focus on increased enforcement.…
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…