Success Stories

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“Your materials AND Process generated over $965,000 in tax resolution fees for our firm!  Now that I sold my Tax Prep business, I can concentrate 100% on high-value Tax Resolution clients.”

Mike Ornelas, EA

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I grew my practice to a mid 6 figure tax resolution practice as a solo business owner. I don't even have to meet my clients and operate as a virtual practice, serving clients in 18 states from my home office. I credit working with Roz Strategies and joining the Founder's Mastermind Group for helping me focus on what software I need, raise my fees to match my worth, and perfect the art of the "One Call Close".

David Rappaport, EA

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Where can I buy a throne? Seriously. I need to buy for the Roz Man. I am a tax and bankruptcy attorney and I did google and facebook and sent out letters to referral sources. I closed 9 clients with 85K in fees! Hail to the Rozman - king of marketing. Newbies - listen to him. He knows what he is talking about. In a million years I never expected this.

Frances A Tomes, Esq. Attorney

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Thank you Roz Team for the amazing training and templates provided!

We just closed a case with the IRS where a taxpayer retained us regarding a reassessment from their 2022 Tax refund of $5K that became a balance due of $10K. Apparently, the employer sent the wrong W-2 to the IRS, thereby triggering a reassessment. We pulled together the payroll information, data and communications from HR and submitted those to the IRS for reconsideration. My client has now received all refunds due + interest.

Could not have done this without the training. Worth the additional investment!

Carrole Colas, CPA, CGMA

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I’d like to extend my deepest gratitude to you and the team... Last month we hit $35K, making it our best month since before the pandemic. This month we are on track to double that- making it our biggest month ever! Jason and I really can't believe it and it's all thanks to you guys!

Elizabeth Holladay, EA – Reliance Tax Group

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You helped tremendously, and I think I was able to communicate the situation to the taxpayer better because of it.  Instead of the 3k additional I was going to charge, I charged the 5k you recommended.  She was upset at first understandably, but by the end of the call she thanked me, immediately paid the first month of the arrangement, and is actively working on getting the information required.

I don’t believe I’ve ever given you a review anywhere, but at this point (maybe 9 months since purchasing your Domination course), our ROI on your course has probably been about 1000% (cash collected, probably 2000% if we include A/R).  And this is with me (stupidly) ignoring 75% of what you tell me to do.

David Griggs, CPA

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I believe in the system and it works.
I purchased your Domination Toolkit and used the information to make a test run on three clients and made $33,500. That was 3 for 3 and giving a discount to two of the clients. I am not an EA but was still able to make it work. I am having two of my employees take the EA exam and I am working with an Attorney and an EA until my two employees pass the exam. I had two other tax professionals reach out to me, and I expressed to them before purchasing any Tax Resolution software to purchase your programs. I explained that it gives you the complete blueprint to succeed in tax resolutions. I was asked was I one of your sales representatives because I spoke so highly of your system. I explained that was because I believe in the system and because it works.

Darryl Isom Young, PhD

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Without a Doubt, This Has Been the Best Business Decision That I Have Made

I have been involved with Roz Strategies for almost two years and recently joined Michael's Mastermind Group. I doubt I would have been able to get, much less ask for, a $100,000 fee that I just received on a large IRS debt case without being in Michael's mastermind group. Without a doubt, this has been the best business decision that I have made as I expanded my practice to tax resolution. I have learned a lot about marketing and have become more confident in my abilities as a resolution practitioner. I have been able to learn quite a bit from my Mastermind peers as well. These folks pass along help, in whatever form required, to make me a better marketer and practitioner. Needless to say, I would be much further behind my current pace if I had not met Michael and his team.

Perry Cronin, CPA, Cronin & Company

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Each year I earned more and more!

"When I first came across Roz Strategies about 6 years ago, I was impressed.  Michael was enthusiastic, passionate, and most of all successful.

Originally,  I came from an MLM background and reached the highest level in the company within a few years and what Michael teaches is exactly what I did to reach my goals. The right mindset, how to close a sale and not buy other people's stories, but at the same time being confident that you will help them. Also, consistency, action and dedication are key along with a step-by-step system to follow.  I knew that Michael's program would deliver. He had all this in his proven program. 

And it delivered. I own my own CPA firm and already had a few IRS wins. I just needed a proven system to follow.  I followed it, attracted clients right away and asked for the money. Each year I earned more and more!

Whenever Michael had a new service to offer, I'd get on the call and order it because every time, every single time, I implemented it, I made more money! I am a two man show so it was difficult to print the newsletters and create a site for this revenue stream...until....now 6 years later, with the new and improved online system including website creation, the printed newsletters and the even better sites and training, Michael and his team are going to create the website for me!! WHAT??! incredible!! This revenue stream will potentially wipe out having to do tax returns in my practice. I'm in heaven just thinking about it!

I can just encourage you, that even if you've never done tax resolution before, Michael has all the tools to help you succeed, so trust it and get started.

From your mindset to daily habits, to training, what to say, how to get business and look professional, and how to close the sale, Michael delivers.

I'm so happy that Michael kept me in the loop and never forgot me. Not to mention that he is a super nice guy! So genuine.

I'm so excited to create my new tax resolution LLC and my new and improved revenue stream!! Full steam ahead!

Thank you from the bottom of my heart, Michael.

Kim Edwards CPA 

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$166,000 in Additional Income in 2018!

Roz-man, thank you for all you've done for me over the past few years, but especially in 2018 when it all really started to come together. I made $127,000 (rounded) in tax resolution fees and another $39,000 in Audit Protection Plan fees. That's $166,000 in extra income that I wouldn't have made if I didn't have the good fortune of knowing the Roz-Man. And, of course, well beyond the money, you're an even better guy who I consider a dear friend.

Peter Marchiano, Jr., CPA
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