CPAs
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…
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…
CPAs and EAs - Adding IRS Representation Work To Your Practice PAYS
I talk day in and day out with CPAs, EAs and attorneys who have successful practices, but are considering adding IRS Representation work... THIS IS WHY! Besides the value of adding another niche service to your practice to have more services to offer to your current clients, IRS Representation…
How To Gain Income In The Off-Season
Most solo CPAs & EAs derive 70% of their income January through April and struggle the rest of the year not knowing what income is coming through the door. If you like struggling, stop reading. If you are a CPA or EA and you don't want to be a part of this statistic in the future, know that…
Join me for Salim Omar's CPE Credited LIVE Webcast - FREE
I will be interviewed on Salim Omar’s CPE credited LIVE “Exponential Practice Growth and Practice Freedom Live Webcast” on Friday May 1, 12PM EST (9AM PST)...you need to be there! It's FREE and there is still time to register: http://bit.ly/1FvrfZg This LIVE webcast will give you the newest (and…
Attorneys and CPAs - Time to Offer Tax Resolution!
Attorneys and CPAs! Millions of people need your tax resolution help but only a handful of Attorneys and CPAs are offering this premium service. This is THE TIME to offer Tax Resolution! As I shared in a previous post, there are millions of people with IRS problems. There folks are getting…
How to build a $600,000+ tax resolution practice in 12 months
Attention CPAs, attorneys and EAs!!!! Are you feeling the pain of tax season? Tired of being stuck to your desk? How would you like to NOT have to be a slave to your desk in 2016? If you want to take your business to a new level and add tax resolution services to your practice then it's time to…
Tax Resolution Triangle To Profits
Anyone who wants to have a successful tax resolution business has to understand that there are three legs that all need to be strong to keep your company standing. 1) Sales 2) Operations 3) Marketing SALES- The main reason businesses fail is lack of cash flow. You have to make money to keep your…
Tax Resolution Marketing Toolbox
When I teach tax resolution marketing to my Inner Circle Group Coaching Members and folks who buy my done-for-you tax resolution business coaching products, I talk about the need to have a marketing toolbox. Your marketing toolbox MUST INCLUDE brochures and newsletters that are devoted to tax…
Tax Resolution Email Marketing Tips
There’s no doubt that email marketing can be a profitable tactic as part of your tax resolution marketing strategy, but it also runs the highest risk. The moment you hit “send,” you’ve given your readers the power; the power to delete the email or ignore it forever, the power to label it as “spam”…
Tax and Business Solutions Membership Call Schedule for March
Insider's Group Coaching Members: Mark your calendars for the remaining events this month! Make it a memorable March! Thursday, March 19th - 12 Noon Pacific – All Star Sales Clinic! How to Overcome the Most Common Sales Objections and Close More Clients! Join me and a special guest expert on this…
Why CPAs Need to Be in IRS Representation
CPAs - are you enjoying the stress of tax season? Consider trading in your tax preparation clients for more tax resolution clients. I’m going re-address a common question for all the CPAs who are struggling in the thick of tax season (because there is a way out): Q. “Why should I even consider…
Secure Appointments With IRS Problem Clients
It’s one thing to get an IRS case lead. It's another to convert that lead into an appointment - it's a WHOLE other thing to actually get that IRS problem client to SHOW UP for the appointment (via call or in person). Once I discovered how to do this, I increased my close ratio by 5x. I adopted…
Tax Business Q & A Call with Michael Rozbruch
Tele-Coaching Call, Exclusive Member’s Only Benefit on 02/24! Jump Start Q & A To help practitioners grow their tax resolution practices, avoid obstacles and get questions answered, I am hosting a special tele-coaching call for all Insider’s Circle TRSRS members. Call Date: Tuesday, February…
Encore Training on How to Build Recurring Revenue
I wanted to make sure to remind you about a recent live training that I did which I consider to be the best training I’ve ever done! People went crazy over the “never before seen” secrets I shared. The training was a complete “behind the curtain” look at how to command more money in your tax…