Tax Resolution Business

Tele-Coaching Q/A Call for Exclusive Members

On Tuesday, December 22nd at 10am Pacific Time/1pm Eastern Time, I will be hosting a special tele-coaching call for all Insider's Circle Members. This call is an open question and answer format and the objective of the call is to help practitioners grow their practices, avoid obstacles, and get…


5 Costly Tax Resolution Marketing Mistakes

If you are building your tax resolution business and wondering why the clients aren't flooding in the door, it may be time to review your marketing strategy. Here are five common - and costly - mistakes that I have seen tax resolution practitioners make.  Lack of Accountability Not tracking your…


Bad for Taxpayers – Good for Practitioners

Last week, on December 4th President Obama signed into law the Fixing America’s Surface Transportation Act. Among other things, the new law requires the IRS to use private debt collectors. While the IRS always had discretion to use outside contractors, the new law makes it mandatory in some…


Integrity = Doing the Right Thing

Recently, a colleague shared a situation with me where he felt forced into something at work he really didn’t want to do but felt like he didn’t have a choice….I could totally relate.... Back, when I was working in the corporate world I was recruited by a retail perfumery company. I was hired as…


Give Yourself Permission To Make The Money You Desire

This is a guest blog post from my wife Roslyn, Director of Operations. Give Yourself Permission To Make The Money You Desire We’ve all heard the saying, “You are what you eat.” The same holds true for the words you say about yourself — you are what you say. This philosophy is nothing new; it’s…


Don't Be Afraid to Challenge the IRS - Resources & Tips

I just got back from the New England IRS Representation conference where we were platinum sponsors and exhibitors. It was held at the Foxwoods resort in Connecticut. There were several high profile speakers from the IRS’s Small Business/Self Employed division as well as from Appeals, Exam, OPR and…


Why Add Tax Resolution to Your Business?

If you are a CPA, Enrolled Agent (EA) or attorney who is interested in upping your revenue stream and profits, adding tax resolution to your business is a good move for you. As someone who has been in the tax resolution business for 16 years, here are a few compelling reasons why: • As an attorney,…


Tax Resolution Marketing & Technology Extravaganza Speakers

Our second annual Tax Resolution Marketing & Technology Extravaganza is going to be a fantastic and enriching event. We have lined up some of the best industry leaders from around the country to share their latest tax resolution marketing, sales, and practice management skills with you. Don't…


The Business of Tax Resolution

I attended the American Society of Tax Problem Solvers (ASTPS) Advanced Technical Boot Camp last weekend in Las Vegas. Having been a longtime supporter of ASTPS, I encouraged my Tax Academy members to attend and had the privilege of meeting many of them and the other attendees as well. What I like…


“14 Touch Point” Client Control Management Checklist

(Voice mail messages or sending e-mails don’t count as a “touch-point”. Only “live” conversations do.) 1st call – (24 hours) Review Engagement (scope of work) Letter and timing with client 2nd call – (48 - 72 hours) Verification of facts and circumstances with client about their situation 3rd call…


Facing Changes - Rightsizing

Just like the David Bowie song says, "Turn and face the...ch-ch-ch-changes" my wife Roslyn and I made some big changes to our lives over the summer. While it's the story of my life to be unconventional and daring with decision making - this change has seen some raised eyebrow responses from friends…


The Value of Learning for Your Tax Resolution Business

This month's guest post is from my business partner (and partner in life...my wife!) Roslyn Rozbruch. Her great advice is on learning, and the value of the process. Thank you Roslyn! I love learning new things, but I don’t care much for the process. In other words, I like the knowledge and…


If Opportunity Doesn't Knock, Build A Door

Opportunities are not always handed to us. Most times, we have to create the opportunity. This quote by Milton Berle "If opportunity doesn't knock, build a door" really spoke to me. I help people day in and day out build doors that open to new revenue streams, higher income levels and more time to…


Let's Talk Tax Resolution Business Success!

While Sinatra says The Best Revenge Is Massive Success, I say that The best revenge is massive tax resolution success! Why struggle with a tax or accounting practice that has an off-season when you can build a thriving tax resolution practice that makes money all year round? There is no off-season…