Membership Details
Our Insider’s Circle Membership programs provide you with the ongoing support and confidence you need to grow and manage your tax resolution practice. Every month there is new information, trainings and guidance in Marketing, Sales, Case Management or Resolution.
Choose a Membership plan that’s right for you.
Whether you’re brand new to the IRS representation niche, have some experience, or want to scale your already thriving practice to the next level, there’s a membership plan that’s tailored just for you—
Gold, Diamond, Founder's or Platinum!
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| 8 Weeks to $10,000 Quick Start Program |
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| Easy Template Library | ||||||||||||||||||
| Monthly Training Webinar | ||||||||||||||||||
| 90 min Q&A Call | ||||||||||||||||||
| Done-For-You Newsletter: Tax Resolution Times |
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| Monthly Mailed Info Package | ||||||||||||||||||
| No-Hassle Social Media | ||||||||||||||||||
| Lead Generation Landing Page | ||||||||||||||||||
| Mindset for Success Tele-Conference Call |
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| Technical Case Support | ||||||||||||||||||
| 4 Immersion Days (Virtual) | ||||||||||||||||||
| 4 Hot Seat Zoom Calls | ||||||||||||||||||
| 2 Open Call-In Days | ||||||||||||||||||
| 2 Private Calls | ||||||||||||||||||
| Private Facebook Group for Mastermind Members |
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| 3 Mastermind Meetings (Los Angeles)-(One 3-day and two 2-day meetings) | ||||||||||||||||||
| 6 Private Consultations | ||||||||||||||||||
| Two Complimentary Tickets (Success Summit) |
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| Marketing Copy Critique | ||||||||||||||||||
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| 8 Weeks to $10,000 Quick Start Program |
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| Easy Template Library | |||||
| Monthly Training Webinar | |||||
| 90 min Q&A Call | |||||
| Done-For-You Newsletter: Tax Resolution Times |
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| Monthly Mailed Info Package | |||||
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| 8 Weeks to $10,000 Quick Start Program |
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| Easy Template Library | |||||
| Monthly Training Webinar | |||||
| 90 min Q&A Call | |||||
| Done-For-You Newsletter: Tax Resolution Times |
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| Monthly Mailed Info Package | |||||
| No-Hassle Social Media | |||||
| Lead Generation Web Page | |||||
| Michael’s Mindset for Success Tele-Conference Call |
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| Technical Case Support | |||||
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| 8 Weeks to $10,000 Quick Start Program |
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| Easy Template Library | ||||
| Monthly Training Webinar | ||||
| 90 min Q&A Call | ||||
| Done-For-You Newsletter: Tax Resolution Times |
||||
| Monthly Mailed Info Package | ||||
| No-Hassle Social Media | ||||
| Lead Generation Landing Page | ||||
| Michael’s Mindset for Success Tele-Conference Call |
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| Technical Case Support | ||||
| 4 Immersion Days (Virtual) | ||||
| 4 Hot Seat Zoom Calls | ||||
| 2 Open Call Dates with Michael | ||||
| 2 Private Consultations with Michael | ||||
| Private Facebook Group for Mastermind Members |
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| 8 Weeks to $10,000 Quick Start Program |
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| Easy Template Library | ||||
| Monthly Training Webinar | ||||
| 90 min Q&A Call | ||||
| Done-For-You Newsletter: Tax Resolution Times |
||||
| Monthly Mailed Info Package | ||||
| No-Hassle Social Media | ||||
| Lead Generation Landing Page | ||||
| Michael’s Mindset for Success Tele-Conference Call |
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| Technical Case Support | ||||
| 4 Immersion Days (Virtual) | ||||
| 4 Hot Seat Zoom Calls | ||||
| 2 Open Call Dates with Michael | ||||
| 2 Private Consultations with Michael | ||||
| Private Facebook Group for Mastermind Members |
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| 3 Mastermind Meetings (Los Angeles)-(One 3-day and two 2-day meetings) | ||||
| 6 Private Consultations with Michael | ||||
| Two Complimentary Tickets (Success Summit) |
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| Copy Critique by Michael | ||||
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As a member you’ll receive these exclusive monthly benefits:
8 Weeks to $10,000
The fast and easy system for attracting at least two pay-in-advance tax resolution clients worth a minimum of $10,000 within 8 weeks. Each week I provide a quick start training video where I guide you step-by-step to attract qualified leads, close the sale, and resolve your tax resolution cases.
(Value = $2,376)
Easy Template Library
24/7 Access to the plethora of marketing, sales, practice management and case resolution templates including: “swipe and deploy” letters, special reports, checklists, resources and tools in a downloadable word format.
($997 value)
A Monthly 4-Page Done-For-You Tax Resolution Times
One of the best strategies to use in your arsenal of marketing tools. Every month we deliver to your inbox a done-for-you newsletter to send to all of your clients, leads, and referral sources
($149 per/month value)
Monthly LIVE Training Webinars
Discover cutting edge tips and strategies! Every month you will learn new information from the Roz Team and/or an expert in the industry to share their expertise in either Marketing, Sales, Case Management or Case Resolution.
($297 per/month value)
Q&A Tele-Coaching Calls
This is your monthly opportunity to get your tax resolution questions answered live. Even if you don’t have a question, it’s great to listen to your fellow member’s questions—they might ask something that’s helpful to you!($297 per/month value)
Top 6 Training Webinars
These are our most popular training webinars that will help you succeed in your practice. These change every few months.
($297 per/month value)
Exclusive Diamond Only Member Benefits
Lead Generation Landing Page
Have access to a 100% dedicated Tax Resolution Lead Capture landing page! This page will help you capture prospects that leave their contact information, so you can contact and follow-up with them.
($247 per/month value)
No-Hassle Social Media
Have droves of qualified prospects find you online with our NO HASSLE social media program:
Every month you’ll have access to: (Fresh content provided monthly)
- 2 Original Articles for Search Engine Optimization (SEO)
- 10 Social Media Posts for Facebook, Twitter, LinkedIn and Instagram
($497 per/month value)
Technical Case Support
As long as you're a Diamond Member in good standing, we'll be there every step of the way to support you and "hold your hand" to help you work your cases even if you're brand new to tax resolution. (Value = $5,997)
Mindset for Success - Tele Conference Call
Change your mindset and change your practice. Every month, mindset coaching expert Lee Milteer interviews an expert to inspire and motivate you to implement the marketing and practice management strategies that are in the Tax Resolution Domination System.
($197 per/month value)
Also included in the membership is
our New Online Course — 8 Weeks to $10,000!
When you follow this simple quick start blueprint you’ll be on the fast track to your new 6-figure tax resolution business!! ($2,376 value)
Just ONE new client @ $5,000 pays for nearly a year's worth of membership!
"Since we began to participate in Roz Strategies, we have made several minor operational changes and some major marketing improvements. We’re in control of our business future like never before, and it feels good. We’ve revamped our business cards with a fresh-looking new logo and redesigned our brochure based on the material from our Insider’s Call. We also have better workflow systems with the help of Roz Strategies. The improved efficiency has benefited all of us in the office, especially clients. In total, the Direct Mail, Newspaper and other referral sources, and sequential follow-up letters resulted in 55 appointments from September 25th through December 10th. We’ll continue to work toward improving our average fee and close rate. The Insider’s Call with Millionaire Smarts is motivating. Bottom line, without Roz Strategies, I doubt we would have been able to so quickly restructure our sales, marketing, and operations to our current results."
Karen M. Lee,
Tax Resolution
Associate at Alliance
“Last month I was retained by 3 tax resolution clients using your System for a total of $30,000!
I collected $15K in fees up front with 15K still to collect. I also did 106 tax returns in the same period, working 75 hours a week. The fees from the 3 tax resolution clients are about the same that 106 tax prep clients generated. Amazing! Things are starting to click and I’m more excited about the tax resolution business each day. And it’s all because of you and your systems and the encouragement from you and your team. The more I do this work, the less I want to do the traditional accounting and tax work.
Mike -thanks for everything you’ve done for me and my family. God Bless You and Roslyn!
Peter Marchiano, CPA
Peter J. Marchiano, Jr., CPA & Business Advisors
"I am not a very patient person, I guess. I have been feeling anxious about picking up clients. But it is starting to work. However, I just looked back at my calendar, and my first letters were mailed April 27th. In the last three business days, I have picked up two clients. One owing about $28,000 and the other probably in the range of $60,000 to the IRS. Not big ones yet – but they are in that category of two $5,000 clients within the eight weeks. Your program works. It took me some time to get things geared up. I bought your program at the beginning of December, but it took me until April to start working the program because I had some other things going on that needed to be put to bed first. But here we go! And in the FYI department, besides the letters (which I am sending out 250 per week), I am running a Facebook ad and a google ad as well as an ad in a local weekly advertising paper. The paper gets delivered to every house in the county via USPS. (The county has less than 9.000 homes). Anyway – as you told me – there are prospective clients everywhere in the US – even in Podunk USA!"
Ron Fassett, CPA, MT
“This is the best IRS Representation sales training available. Michael's #1 attribute, he really gets into the nitty gritty of how to do this. I've had sales training on my different financial service topics and I think this is one of the best if not the best”
Lee S.
Enrolled Agent
Call our dedicated membership concierges:
Everything in the Diamond Insider’s Circle Program and Member’s Website is meant to help you succeed. Whether you use every technique I share with you, or just one or two strategies, my intention is to help you make more money in the tax resolution niche. The Diamond level Access will give you the confidence to get retained by more clients than you ever thought possible, help you to successfully handle your cases and ultimately give you the lifestyle and practice you’ve always dreamed of having!
I don’t want you to feel that you are “in this” alone. The reason I started my Diamond Insider’s Circle program and created an exclusive website is to make sure you have someone in your corner who’s been in the trenches and who’s “got your back” all the way. To that end, I want to personally speak to you to discuss your biggest business challenges. So, please call Becky at (888) 670-0303 to schedule your one-on-one bonus coaching call with me if you haven’t had your call yet!