Roz Strategies
Roz Strategies - We've Come Full Circle
We kicked off 2017 with a bang, holding our 3rd Annual Marketing and Technology Extravaganza for tax resolution practitioners that we co-host with the American Society of Tax Problem Solvers (ASTPS). The event was a huge success — especially for the attendees, who heard from guest speakers new…
Success Starts Within Yourself
Today's blog post on success is inspired by the Director of Operations at our Tax & Business Solutions Academy (and my amazing wife), Roslyn Rozbruch- Success starts within yourself! There is a common link I’ve noticed about successful people. On the road to success, no one’s road is a smooth,…
Belonging to a Mastermind Group
Here in Los Angeles, we’re lucky enough to experience beautiful weather all year round. So when Roslyn and I made the decision to sign up for a Dan Kennedy mastermind group in Cleveland, Ohio this past February, we were thinking more about the below-freezing temperatures than anything else. In the…
Tax Resolution Marketing Tip: Answer FAQs for More Leads
Today's tax resolution advice is short and sweet: to get more informational content out to help pull in more leads, simply answer common FAQ's (Frequently Asked Questions). The questions that you might take for granted are EXACTLY the things that your leads are searching for. Ask your front desk…
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 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…
It’s Not What You say, but How You Say It
My wife Roslyn was at a restaurant recently, and sitting at the table next to her were two couples. One man commented to the other and said how great his secretary was. The wife of the man talking cut him off and said, “How good could she be? All she does is answer the phones—anyone can pick up a…
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…
Effective Tax Resolution Marketing in Yellow Pages is Possible
Effective tax resolution marketing in the yellow pages is possible - IF it is done properly. Whether you’ve been doing IRS representation work for a while or just starting out you probably “heard” that phone book advertising doesn’t work anymore or it’s only for those large national firms with…
Work on Your Tax Resolution Marketing and Business
Are you ready to Get In the Business of Growing Your Business? Then you need to make marketing part of your daily practice. When I teach at my conferences, coach clients and work with my academy members, I always talk about the importance of making time to work ON your business, not just IN it.…
The Average Tax Resolution Client Profile
The last two videos in my three part series about tax problem resolution dealt with the niche of tax problem resolution and why I got into it in the first place. The third video interview asks about the average profile of a IRS tax problem client. I have a lot of experience with this through…
How the Tax Resolution Niche Can Help People
I was recently interviewed in a three part video series about the business of tax problem resolution. The first video in the series asks the question: "how did you get into the tax problem resolution niche to begin with?" This video interview explains how I got started over sixteen years ago and…
Grow your business with tax resolution clients
As a tax professional, I know that many of you right now are in a dark office preparing tax returns. I’m here to tell you that there is a better way to grow your business. I created the following video to demonstrate how adding and marketing to clients with tax problems can supercharge your…
Loose Lips Sink Couple in IRS Audit
I get a lot of calls from my academy members regarding IRS audits. A common question is: “should I bring my clients to the audit?” For 16 years, except for on the rarest of occasions, my answer has always been “no.” If your client is asked a direct question by the IRS Revenue Agent during the…