Michael Rozbruch
Celebrating Milestones: A Birthday and a Major Tax Win
This past weekend, I had the joy of celebrating my granddaughter Emma’s third birthday. She was surrounded by balloons, cake, and a whole lot of excitement. At that age, everything is a big deal—every gift is the best gift ever, and every moment is filled with wide-eyed wonder. Well, Jeff…
From Side Hustle to Success: Ben Butterfield's Tax Resolution Journey
Ever think about getting into tax resolution but feel like it’s too risky or just not for you? That’s exactly how Ben Butterfield felt. He was working a 9-5 with a steady job, unsure if tax resolution was even worth the effort. But after hearing about others who built thriving businesses in this…
Breaking Free from the 1040 Hamster Wheel: Ed Welch's Journey
Ever feel like you’re spinning your wheels—working hard on 1040s but not really getting ahead? Like you know you’re meant for something more, but you just can’t seem to connect the dots to make it happen? In 2024, Ed Welch, CPA, was right there with you. He’d built a solid tax prep business for 30…
How to Handle Clients Who Dishonor Recurring Monthly Payments for Services
Recurring monthly payments are a lifeline for maintaining steady cash flow in a service-based business, like tax resolution. However, when clients fail to honor their commitments, it can disrupt operations and create unnecessary stress. Below are five remedies to address this issue. 1. Establish…
Strategies to Boost Your Consultation-to-Client Conversions
Most practitioners blame “marketing” for a lack of new business, when in reality, they are getting leads but not converting them into paying clients. So, they really have a “sales” issue, not a marketing one. Your sales (consultation) process may be broken. Here are some tips that have helped me…
Understanding IRS CSED and RSED: What’s the Difference?
The IRS (Internal Revenue Service) has two important deadlines every practitioner needs to remember when it comes to taxes: the CSED and the RSED. Let’s break them down in a way that makes sense. What is the CSED? CSED stands for Collection Statute Expiration Date. Think of it like a timer. When…
Partial Pay Installment Agreement (PPIA) vs. an Offer in Compromise (OIC)
I get this question a lot from our Founder’s Mastermind members. When is a PPIA a better option than an offer in compromise? Tax resolution pros know that navigating IRS settlement options isn’t one-size-fits-all. While many clients dream of an Offer in Compromise (OIC) to "settle for pennies on…
Do Your Clients Appreciate You?
As a tax professional, you’re no stranger to the challenges of helping clients with preparing and filing their income tax returns. While your work is critical, it can often feel thankless. Clients contact you with questions or express dissatisfaction, even when they receive a refund. It can…
What Everyone Wants to Know About Making $1 Million
What’s stopping you from building the business—and life—you’ve always dreamed of? Patrick Noone, CPA, asked himself that same question. At the end of 2023, his goal was to hit $1 million in revenue with tax resolution. He didn’t quite make it, but he still had one of his best years ever. But, in…
How to Hire and When to Fire in 2025
Today, I want to talk to you about two critical processes in a tax resolution (or any) business: Hiring and firing. The success of your company is highly dependent on the quality of its employees. Many business owners struggle with finding the right team members. That’s where the phrase: “hire…
How to Stop Competing on Price Forever
Are you tired of competing in an oversaturated market where taxpayers choose you based solely on price? The tax preparation and accounting industry has become highly commoditized, making it harder to stand out and grow your business. But there’s a better way to differentiate yourself from the "sea"…
How to Double Your Revenue in One Year
What if you could double your tax resolution revenue in just one year? That’s exactly what Michele Newman, Enrolled Agent, did. For 2023, her revenue from tax resolution was $86,000. But after making the decision to focus on IRS Representation she skyrocketed her earnings to $201,000 in 2024—a…
The Big, Ugly IRS Disconnect
Every month, I share a tip, strategy, or information that is helpful for those in the tax resolution industry. But this month, I had to share my opinion of how I see it with regard to what’s going on at the IRS and dealing with them. It amazes me how large the disconnect is between what the top IRS…
