Roz Strategies
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Make a Mistake, Make a Pivot

Sometimes, even the best-laid plans go wrong. That reality hit me a few weeks ago when Roslyn and I tried out a new marketing strategy we learned about called a Quiz funnel during one of our mastermind group meetings we attended. We purchased the program and developed a quiz  ... CONTINUE READING

From the Practice Corner

You have a prospective independent contractor/1099 client who needs help with his IRS issue, and he needs to file delinquent 1040 tax returns. He has not filed in years. He then tells you he does not have any records, receipts, or even bank statements! The first thing you need to do is get retained and get his tax transcripts and wage and income (IRP) data from the IRS. Now what ... CONTINUE READING

IRS Terror Tale of the Month

In 2015, actor Robert De Niro's financial situation made headlines when the IRS went after him for $6.4 million in back taxes. According to the agency, De Niro failed to pay his personal income tax from 2013, and he owed them big time ... CONTINUE READING

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