tax resolution business

$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…


Should You Be Using Yelp?

Should you be using Yelp to market your tax practice? The answer to that is an unequivocal yes because they have a free version and an advertising paid version, very similar to what Facebook is. Facebook as you know, allows you to set up a Facebook account and also advertise. But Yelp itself was…


How To Get a $100,000 Fee in Your Tax Resolution Practice

Do you want to know how to collect $100,000 fee?  I know it sounds unbelievable, but these types of cases exist if you know what to look out for. Your bread and butter tax resolution cases are going to be in the $5,000-$7,000 fee range, but I've collected $100,000 fees in my tax practice, and one…


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…


Recharging After Tax Season!

You're in the home stretch. Tax Season is almost over! I want to talk to you about taking 5 minutes of your time right now. This video isn't going to be 5 minutes long, but after I'm done I want you to take 5 minutes for yourself and write down what you're going to do after April 18th. In other…


Answering Your Phones "Live" in Your Tax Resolution Practice

I want to ask you a question today. I know we're deep into tax season and you’re deep into work, but are you answering your phones live? Yesterday I emailed one of our members and I received their “away message” reply back that basically said, "We're very, very busy right now, we will get back to…


Add 6 Figures to Your Tax Resolution Practice

If I asked you, “How would you go about adding an additional hundred thousand dollars to your practice?” What would you tell me? You could tell me that you want to add a hundred thousand dollars to your practice by doing tax returns. If you're charging $400 per 1040 return you’ll need to do 250…


Providing Exceptional Tax Resolution Client Care

I want to talk with you about some important steps to providing exceptional tax resolution client care. Before we begin, let's clarify the difference between a customer and a client. Definition of a Client vs. a Customer A customer is someone who comes to you and has one transaction. Think of it…


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…


Think Outside the Big, Orange Box

Unlike my wife, Roslyn, I’m not the type of person who reads for pleasure...most of the time. What reading I do is about business — marketing and sales books are my go-to. So when Roslyn recommended I read a memoir, “Shoe Dog” by Nike co-founder and chairman Phil Knight, I wasn’t sure I’d be…


Never Quit

“Winners never quit and quitters never win.” - Vince Lombardi The business of growing your tax resolution business is a never-ending process. To win in your tax resolution practice, never quit optimizing your marketing, sales, case resolution or administrative processes. The most successful…


Work Tips: Manage Your Energy, Not Your Time

These time / energy management tips are great for tax resolution practitioners!! Time is Money. It’s an age-old proverb that drives us to map out and control every moment of our time. However, an overemphasis on paying attention to time may actually prove to be harmful to a productive business…


Tax Resolution Business Advice - Time Management

Tax resolution practice management is rewarding, both emotionally (helping clients resolve their tax troubles) and financially. As you manage your personal and professional life, working both on and in your tax resolution business, time management is a critical piece of your productivity puzzle.…


Tax Resolution Marketing Motivation

"Motivation is the art of getting people to do what you want them to do because they want to do it" - Dwight D. Eisenhower If you ever feel like you need tax resolution marketing motivation, this quote about motivation is a great kickstart to get your mindset in the right place. You want people to…


The Real Money Is In The Follow-Up

My oldest daughter, Danielle, drives a 2012 Volkswagen Jetta. She leased it new about three years ago, and has been very happy with it ever since. Her lease isn’t up until October this year, but she started getting phone calls from the car salesperson sometime in April — nearly six months prior.…