Inner Circle Membership Coaching

Structured IRS Payment Plans Webinar June 24th 12pm PST!

Attention Insider's Circle Group Coaching Members! Be sure to mark your calendars for tomorrow's IRS Payment Plans Webinar tomorrow, June 24th at 12pmPST/3pm EST! TOPIC: The "Nuts & Bolts" on How to Get Your Installment Agreements Approved for the Lowest Amount Allowed by Law! Join me for this…


The Power of Newsletters

I am a big believer in the power of newsletters for tax resolution marketing. When I ran my tax resolution company, the monthly newsletter I sent was always a hit. I have had a newsletter since the start of Roz Strategies and now, I help my tax resolution clients create them! My Insider's Circle…


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…


The #1 Marketing Mistake

When I coach my clients and teach marketing and business strategies through my Tax & Business Solutions Academy, I teach the #1 tax resolution marketing mistake you can make: giving up too early on a strategy without properly testing it. Marketing is a JOURNEY to support you as you work…


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 Resolution Marketing Tip: How To Close The Deal

I have seen a lot of up-and-coming salespeople (even some seasoned veterans in the tax resolution business) believe that hard selling is the only way to close the deal. They’ve existed in a world where manipulative selling tactics are not only encouraged, but taught. They rely on urgency and…


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…


Celebritize Your Business

It’s no secret that my wife Roslyn is a big fan of “The Bachelor.” She’s been watching the reality show since its debut in 2002, and for the past seven years or so, she’s hosted a “Bachelor” party once a season for her likeminded friends. I’ll admit I’ve never been an avid watcher, but even I find…


How to Get In With Tax Resolution Clients

You want people to want to retain you to solve their IRS problems—and they won’t willingly do so until you’ve effectively made your way into their lives. When I coach lawyers, CPAs and Enrolled Agents on how to get more clients for their tax resolution businesses, I teach with my vampire analogy.…


Get Outside Your Comfort Zone!

My wife, Roslyn and I make it a point to spend at least one week each summer relaxing on a beach somewhere and recharging our batteries. However, this year we decided on a change of scenery. Rather than taking off for the nearest beach town, we went inland and spent a few days in Park City, Utah.…


Special Webinar-Maximizing Your Brochure Marketing

On Wednesday, Sept. 17th at 12pm Pacific Time, I will be conducting a Brochure Marketing Makeover Training Webinar with special guest, Larry Lawler, CPA, EA and Executive Director of the American Society of Tax Problem Solvers (ASTPS). This training webinar is designed to help you to maximize your…