building a tax resolution practice
$10,000 Investment
What would you do if I gave you $10,000 today to invest in your business, and you couldn't pay yourself a bonus of $10,000? Now the vast majority of you would answer marketing and education. So if someone gave me $10,000 today this is what I would spend it on in terms of marketing. The first thing…
How to Follow Up with Qualified Leads
Tax professionals: How do you follow up with qualified prospects that you've already met with in your office, or on the phone, and had the initial consultation with? On the last two videos, I talked about how to follow up with both your offline leads and online leads. This video is on following up…
Sick of the Tax Season Slog? Check This Out
Congratulations on surviving another long tax season! It's time to breathe! But let me ask you a question...are you sick and tired of the annual Tax Season slog, where you’re working long hours for basically peanuts? Well, imagine if you could have a steady stream of valuable prospects who weren’t…
Biggest Fears About Doing Tax Resolution Work
Do you know the biggest fear CPAs, EAs and Attorneys have about doing tax resolution work? You might think it’s the marketing or selling the client—but actually the biggest fear most practitioners have, especially beginners, is actually doing the work! CPAs, EAs and Attorneys feel they need to know…
Get Qualified Tax Resolution Clients Inexpensively
Did you know that using “match” sites is one of the least expensive ways to get retained by new tax resolution clients? What do I mean by a “match” site? Well, we're all familiar with 1-800-Dentist where they matched consumers with dental needs to the professional provider based on specialty,…
How Marketing Grows Your Tax Resolution Business
Before I started my tax resolution practice - back in 1998 - I was on the brink of filing personal bankruptcy. I had a mortgage and a family and I was struggling. Here is what was happening: I was writing off large chunks of time and MONEY from billing statements every month because I was afraid…
The 3 Biggest Tax Resolution Practitioner Mistakes
What are the 3 biggest mistakes that most tax resolution practitioners make? Don't know? Watch my video now to learn the 3 biggest mistakes that you want to avoid as a tax resolution practitioner. The first one is they don't accept credit cards. I can't tell you any professional services firm…
My Version of Success
My version of "success" is helping to make a difference in people's lives. I realized this after years of teaching staff when I ran my tax resolution company and teaching others through continuing education programs. Now at Roz Strategies, helping helping CPAs, EAs, attorneys and other…
Any Time is a Good Time to Better Your Life
You don't have to wait for 2017 ... Any time of the year is a good time to take action to better your life. - Michael Rozbruch This time of year is kind of like a slide...we are on the fast track to the end of the year...Thanksgiving, Hanukkah, Christmas, New Year's...then wow, 2017. Here are some…
You can Dream of Success or Claim Success
Success is not granted, it is earned. Some professionals dream about success, while others get up, show up and do the hard work - they are the ones who will win big. Hard work includes continually learning and growing. I'm writing this post from San Antonio, Texas where I am SO EXCITED to be…
How Big is the Tax Resolution Market?
TAX PRACTITIONERS: Do you want to help people solve their IRS problems? There is no better time than now to set up your tax resolution business because the pool of people with IRS tax problems is bigger than ever. My short video below highlights just how BIG the tax resolution market is. It's…
My Journey from CPA to Tax Resolution Practitioner
I sat down with Bill Hargenrader as an interviewee for his Next Level Life, Empowered Entrepreneur Edition video series and shared my entrepreneurial journey from unconventional CPA to building one of the most reputable tax resolution firms in the country. For those of you who want to start up a…