Podcast appearances and mentions of michael rozbruch

Send us a textReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: www.prosperlcpa.com/applyOr, if you still need more time, here are some other ways to begin winning the tax game... Get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else:  https://api.leadconnectorhq.com/widget/form/Aaf69tgWyr9qCmGB4IiUUnlock the secrets to saving big on taxes for high earners—join our FREE live Tax Q&A calls Wednesdays at 3pm EST Reserve your spot now at: https://api.leadconnectorhq.com/widget/form/zQ2vD3JHLDpisIuO9n4E   Get your FREE Personalized Tax Planning Video at: https://api.leadconnectorhq.com/widget/form/Aaf69tgWyr9qCmGB4IiU Signup for our Essentials of Real Estate Tax Planning Course at:  https://mark-perlberg.mykajabi.com/offers/meLbFMwG. The course will count toward any of our services. In this insightful video, Michael Rozbruch, a CPA and certified tax resolution specialist, shares valuable strategies for building a highly profitable tax resolution practice. From overcoming career shifts to understanding crucial IRS procedures, he explains how to effectively manage tax issues and help clients get out of debt. If you're an entrepreneur, CPA, enrolled agent, or attorney looking to grow your business through tax resolution, this video is a must-watch. Learn to take advantage of the Tax Reform Act, manage IRS notices, and develop profitable client strategies!Want more tips and personalized strategies?

In this insightful episode of the podcast, Roger sits down with Michael Rozbruch, a seasoned CPA and certified tax resolution specialist, who shares his personal journey into the field of tax resolution. Drawing from his experiences, Michael discusses the importance of professional guidance when dealing with the IRS and sheds light on the following key themes: Empathy in Taxation: Michael's motivation is deeply rooted in the struggles he's seen ordinary Americans face when up against IRS actions. His empathy for those in tax distress drives his work and advocacy. The Complexity of Tax Issues: From back taxes to audits and payroll dilemmas, Michael underscores the intricate and often intimidating process of resolving tax problems with the IRS, highlighting why expert assistance is critical. Professional Expertise: The conversation delves into the significance of tax resolution specialists like EAs, CPAs, and attorneys. With limited IRS training for the public, the knowledge and skill of these professionals become invaluable. Tax Relief Intricacies: Michael discusses the nuances of tax relief, giving listeners a glimpse into what goes on behind the scenes when negotiating with the IRS. Professional Fees: Understanding how to price services is vital. Michael breaks down payment structures for tax professionals and why investing in such services can be beneficial. Advertising Your Services: The episode touches on the benefits of marketing tax resolution services to reach those in need. The Enrolled Agent Advantage: With the IRS's new penalty relief initiative, Michael points out the increased business potential and advantages of becoming an Enrolled Agent. Future Challenges: The discussion raises concerns about the complexities that may arise in 2024 due to the IRS's access to taxpayer information through stimulus payments. Educational Opportunities: Michael promotes a two-hour masterclass on tax resolution services and encourages listeners to deepen their understanding of the field. Grow Con and Additional Resources: The episode also mentions Michael's commitment to helping others through the upcoming event called Grow Con and directs listeners to the Universal Accounting website for a podcast episode featuring a panel of accounting, bookkeeping, and tax business experts. Listeners are encouraged to check out the full episode for a more comprehensive exploration of these themes and to gain access to valuable resources and insights for tackling tax challenges with confidence.   Resources Mentioned: Michael Rozbruch's Masterclass on Tax Resolution Services Grow Con Event Universal Accounting Podcast   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch's Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to “close” the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Standing alongside Michael to help you be as successful as possible with your own tax resolution business is the Roz Team—Roslyn Rozbruch, Becky Stephens, John Israelian, Ruthie Ponce, and Karen Hood. Read on to learn more about how each team member makes it their goal to make life in your practice a little easier—and a lot more profitable!   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free 2-hour Master Class on Marketing Sales and more as it relates to Tax Resolution https://www.rozstrategies.com/  And Learn more what you can do to offer Tax Resolution Services with Michael's help, take advantage of this opportunity to participate in a 5-Day to $5K Tax Resolution Challenge: https://zc158.isrefer.com/go/resolution/uacct/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP & an Enrolled Agent, EA Profit & Growth Expert, PGE   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us this Wednesday for a new episode where Roger discusses tax resolution with Michael Rozbruch.  

On this episode of the Garlic Marketing Show, Michael Rosbrook, a direct response marketing expert, shares his insights on successful marketing strategies in this YouTube video. Michael emphasizes the importance of optimizing a Google Business Profile, as well as direct mail based on the IRS's PTIN database every month and the importance of teams answering the phone quickly and following up consistently. He grew his successful, multi-million dollar tax resolution practice by constantly marketing through Facebook and YouTube ads, direct mail, and content marketing. Michael's strategy to acquire new clients was to go negative in spending if necessary, as long as he knew the lifetime value of each client and their ascension ladder. Discover the importance of having an understanding of cost per lead, cost per acquisition, and lifetime value, never taking your foot off the gas pedal, utilizing direct mail (3 times), optimizing referral sources, and learning the business of tax resolution.What You'll Learn:Consistent Marketing Secrets for a Multi-Million Dollar Tax Resolution PracticeDirect Response Expert Reveals Power of Personality in MarketingUnlock Marketing Success with Proven Google Profile & Direct Mail TipsMaximizing Lifetime Value: Proven Strategies for Client AcquisitionMarketing Mastery: Key Learnings on Cost per Lead, Acquisition, and Lifetime ValueConnect with Michael:YouTubeLinkedInRoz StrategiesTax Resolution Success SummitResources:Connect with IanDiscover where to use your customer stories now!Download the Client JourneySupercharge your marketing and grow your business with video case stories today!Book a Discovery Call Today with Our ExpertsSubscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

Michael Rozbruch is a pioneer in the tax resolution industry and has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone.Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services company that helps CPAs, Enrolled Agents, and Attorneys build highly profitable practices through proven marketing and sales systems and strategies. But he doesn't stop there. He also coaches on managing the client relationship and knows firsthand how a best practice IRS Representation business should be run and operated.Learn more: https://www.rozstrategies.com/summitInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-rozbruch-founder-of-roz-strategies-a-tax-resolution-focused-coaching-company

Michael Rozbruch is a pioneer in the tax resolution industry and has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone.Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services company that helps CPAs, Enrolled Agents, and Attorneys build highly profitable practices through proven marketing and sales systems and strategies. But he doesn't stop there. He also coaches on managing the client relationship and knows firsthand how a best practice IRS Representation business should be run and operated.Learn more: https://www.rozstrategies.com/summitInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-rozbruch-founder-of-roz-strategies-a-tax-resolution-focused-coaching-company

Hey, it's Michael Rozbruch here. Also known as the Roz Man. And I teach CPAs, enrolled agents, attorneys, and other tax professionals how to build and grow lucrative tax resolution practices. And I get this question asked so many times. "Mike, how much should I spend on marketing to attract a new tax resolution client." Well, the rule of thumb is if you're doing paid marketing like if you're doing direct mail or even radio, the rule of thumb is about 20% of your gross amount of money that you're going to be taking in should be earmarked for budgeted for marketing. For example, for one $5,000 client, the cost per acquisition is about $1,000. That's 20% of $5,000. That's what you should budget and market for your tax resolution clients. About $1,000 is the cost per acquisition for each new client. So if you wanted five new clients a month, five new clients a month at an average fee of $5,000, that's $25,000 gross a month. You need to earmark or budget about $5,000 in marketing to attract your firm's new $5,000 tax resolution clients. If you want to do more than that, that's what you need to budget. But the rule of thumb is about 20% of your top line should be earmarked for marketing. So to attract new tax resolution clients. That's the video for this week. We'll see you next time. If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you. Tax resolution is a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money. All on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year, and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. https://rozstrategies.com/2022-challenge

Hey, it's Michael Rozbruch here, also known as the Roz Man. And I help CPAs, enrolled agents, attorneys, and other tax professionals build highly lucrative practices by showing you how to add $5,000 tax resolution clients to your business. And the IRS just came out as they have for the last 20 years with their list for 2022 of their dirty dozen. And one thing on the list really upset me, and I find it offensive. And I think you will, too. And this was right out of the mouth of Charles Rettig, the IRS commissioner. He says that no one can get a better deal for taxpayers than they usually get for themselves by working directly with the IRS to resolve their tax issues. This is something that Chuck Rettig said, are you kidding me? I mean, seriously. And I find this offensive and actually amusing at the same time, because Chuck Rettig was in private practice for 30 or 35 years in Beverly Hills in Los Angeles, whose firm was dependent on taxpayers hiring him to do offers and compromise, among other resolution and litigation cases. Look, 50 million people in this country have an IRS problem large enough that warrants professional representation. The vast majority of you of tax resolution practitioners are honest, reputable people who really care about their clients. They're not there to take their money and not do the work. So for Chuck Rettig to make a statement like that, I find offensive, actually. And you should, too, because so many people need our help today. So many people need to get their IRS issues behind them. There are so many non-filers. So even though they may not qualify for an offer in compromise, they still need help with an installment agreement, a partial pay installment agreement, a currently not collectible situation, perhaps an innocent spouse relief request or a penalty abatement request. There are so many other options other than an offer in compromise to resolve your tax payer's issues. Look, the vast majority of your tax resolution clients, over 70% are not going to qualify for an offer in compromise. That's why I find this statement so offensive by the commissioner of the IRS. So when you follow the Roz strategy system for taking somebody through a financial consultation, you'll know by the end of that consultation, number one, if you want to work with them. Number two, if you can actually help them. And number three, that you have a real good high level of confidence you can resolve their tax problem. So that's the video for this week. We'll see you next time.  If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you. Tax resolution is a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money. All on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year, and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. https://rozstrategies.com/2022-challenge

Hey, it's Michael Rozbruch here, also known as the Rozman. And I help CPAs, enrolled agents, attorneys, and other tax professionals build highly lucrative practices by showing them how to add tax resolution clients to their practice. And a healthy person has 1000 dreams. An unhealthy person has but just one dream. Let that sink in for a minute because we have to look at ourselves as the million-dollar racehorse. If we own our own business, a lot of people depend on us. Think about this. If you had $1,000,000 racehorse that every time he ran, he won $1,000,000 at the racetrack, would you feed him unfertilized grain? Would you make sure that he got enough rest every night? Would he have the best groomers and trainers knowing that he was the million-dollar racehorse? That's how you have to think of yourself. You have to stop eating junk food and start eating healthy food and taking vitamins and getting 7 to 8 hours of sleep a night. Because you are the million-dollar racehorse. You have to feed yourself healthy foods. You have to ingest healthy things, and get the rest you need. Make sure you have the best coaches and trainers and exercise and eat well because you are the million-dollar racehorse. Don't ever forget that. And we'll see you on the next video.  If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you. Tax resolution is a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money. All on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year, and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. https://rozstrategies.com/2022-challenge

Hey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. When I started in the tax resolution business and had my initial consultations with clients sitting at the other end of the desk or on the phone, I would go through my repertoire and script. They were great candidates as the chemistry was great, and I wanted to work with them. However, I wondered why I wasn't retained by people I thought should be retaining me. I knew I could help them. At the end of my consultations, I would say, "Hey Joe, how does that sound to you?" They answer with, "Well, I got to talk with my wife," or "I need to think about it."   I realized I was leaving something so important out of my conversations. I didn't follow these four phases to a consultation. The meet, probe prescribe and close. The close phase was where I was underperforming.    And it wasn't until I learned these ten most important words in the tax resolution dictionary or language. Memorize and say this as you close the prospect. "What credit card do you want to put that on?" and then be quiet, let the client respond.    If you don't ask for the sale, you're not going to get it. You're not going to get retained; grow your deposits in your bank account and be able to provide for you and your family. It is so important to ask for the sale. So many of our members and practitioners I speak to don't say those ten magic words at the end of their consultation, and they just let the client walk out the door without getting retained.    Just by saying, "What credit card do you want to put that on?" You will see your close rate soar. You will start seeing clients coming into the fold, and you'll start seeing your bank account growing. So don't forget these most essential words in the tax resolution language and always ask for the sale. See you in the next video.    If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round.   And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training.   So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. rozstrategies.com/live-training   #taxresolution

Hey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. Let me tell you about a coaching call I had just the other day with a Platinum Mastermind Member. He said, "Mike, I have this situation where I got a client about eight months ago. When I had my initial consultation, they were a perfect client for an Offer In Compromise (OIC). They had a payroll tax situation, and now we're eight months into the case. I told him the range of the settlement based on historical experience. As I'm putting the package together with all the source documents, I realize the client actually doesn't qualify for an Offer In Compromise (OIC)." Now he has to go back and have a very uncomfortable conversation with the client. The client gets upset and asks for a refund. All this could have been avoided by doing the following, and I also learned this the hard way.    When taking the client through the initial consultation, you fill out what I call a "mini Form 433-A". It's a one-pager or cheat sheet that gives you all the information you know that's asked on the formal IRS Form 433-A to diagnose the case so you can come up with your prescription and price the case. Now here's the thing that no one realizes to do, you need to get the client to sign in the date that mini form/one-page cheat sheet. Because when the issue comes up eight months from now and the client is unhappy, you can trot out that mini 433-A one sheet that the client signed representing to you this is what he told you and reconcile between the two. So the client isn't upset and isn't asking for a refund. It's managing expectations throughout the pendency of the case.    Every time you have an opportunity to talk to that client for those eight months, I have what's called the 14 Touch Point Client Assurance System, where you give them a case status update every 28 days. Every time you contact the client, you are managing their expectations. Don't wait for eight months to go by and say, "Hey Joe, you don't qualify for an offer because of X, Y and Z." Once you have the mini 433-A, leverage that one-pager and have an intelligent, informative discussion with your client why they don't qualify.   For example, the client may have told you that the equity of his home was worth $200,000 eight months ago and that he had a mortgage of $160,000 on it. Now everyone knows that the real estate market is going through the roof. Eight months later, the new value of the house is $275,000. He still has the same outstanding mortgage of $160,000, so all of a sudden, he is no longer a candidate for an Offer In Compromise (OIC, just based on the increase in the equity of his real property. And once you have his representations to you eight months ago that said the house was only worth $200,000. Now you can have an informative, intelligent discussion with the client on why he doesn't qualify, and he won't be asking for a refund or be upset. So that's the big tip for this week, and we'll see you in the next video.    If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round.   And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. rozstrategies.com/live-training #taxresolution

Hey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. Never let a client hire you only for an Offer In Compromise (OIC). Look, only 30 to 35% at most of your tax resolution clients will qualify for an Offer In Compromise because there are stringent requirements to be eligible. So most of your clients are going to be Installment Agreement (IA), Partial Pay IA, Innocent Spouse Relief and Currently Not Collectible (CNC) clients.    Here's the thing. When a client comes to you, and they're a great candidate for an Offer In Compromise, you've got to remember that you can't guarantee anything. You can't ensure what you're going to settle the case for and the outcome because the IRS is the final arbiter, and they have the last word. So when a client comes to you, and you've determined after you've taken them through a financial consultation that they're a good Offer In Compromise candidate — write in your engagement letter and put a couple of these paragraphs.    Prepare, submit and negotiate an Offer in Compromise "OR" (that's the keyword here) an Installment Agreement and paragraph number three, add Penalty Abatement. In this way, if the client doesn't qualify, the IRS rejects or returns your request for an Offer in Compromise, the clients don't get upset. They're not asking you for a refund because you have determined and spoke to them that hey, if you don't qualify for an OIC or if we're not successful at the end of the day, we're also going to prepare an Installment Agreement or a Penalty Abatement.   Because the client is hiring you to resolve their case on a permanent basis and hiring you for representation, don't forget to include the "OR" after the Offer in Compromise paragraph for Installment Agreement and Penalty Abatement. And that's the tip for today. We'll see you in the next video.  If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. https://www.rozstrategies.com/live-training #taxresolution #oic #offerincompromise

Hey, it's Michael Rozbruch here, Founder of Roz Strategies and Creator of the Tax Resolution Domination System and Toolkit. With all the stuff going on in the world right now, inflation going through the roof, paying more money at the grocery store, at the gas station and with wars going on, we got to remember a couple of things, guys.  #1 We live in the best country on the planet. We value our freedoms and everything sacred to us here in this country. But here's the thing. When I get up every morning, without a doubt, whether I'm traveling on vacation or at home, I write out a gratitude list. I start every morning with the same sentence. It says: "Today is already a great day because it is." I want to get in that frame of mind from the moment I wake up and open my eyes because that starts and sets up the day for me. "I'm also grateful for transportation, a roof over my head, food in my stomach, for family, for people that love me and for people that I love. I am grateful for all of those things. I'm grateful that I have some money in the bank. I'm thankful that my bills are paid."  And you know what? It's not enough to think that, you need to put pen to paper and list that out every morning. That's what I do, and it puts me in a great frame of mind, and that's my tip for you. It's called the Michael Mindset Gratitude Tip. I'll see you in the next video.  If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, click on the link below, and I'll see you on the other side. rozstrategies.com/live-training #taxresolution #gratitude #mindset

Hey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. This is a much different sales objection than someone saying, "I don't have any money." OK? This is an objection where the person doesn't want to be taken advantage of. This is an objection where a person doesn't want to pay over what he thinks he should pay. So prospects who ask this don't want to overpay. They just want to feel that you're going to be taking care of them. So how do you answer that? Well, number one is you agree and affirm that, "yes, this is a lot of money to come up with right now." You state that their matter is going to take six to ten months to resolve. Now, usually, people who bring this objection up have gotten lowball quotes from some of your competitors. Let's say you come up with your fee schedule that it's going to cost the client $7500 to resolve their case. And they may have gotten a fee quote, a lowball quote from someone else for $2500. And you know, it's going to take six to ten months to resolve their matter. So what I would say is, "Mr. Client, do you honestly think that they're going to put a CPA, an enrolled agent or an attorney on your case for $250 a month to resolve your problem?" They can't, and they won't. So instead, you never drop your price. You never discount your price. Instead, you build value. You build value by saying, “Hey, this is going to take a long time.” “We're going to put a professional licensed EAA or CPA or attorney on your matter. You tell them that you're going to do the research to make sure that you're going to settle their case for the lowest amount allowed by law in the most expeditious fashion possible. You never guarantee a certain dollar amount that you're going to settle the case for. You never guarantee a certain monthly payment amount that you're going to settle the case for. You can only promise or guarantee things that are in your direct control. Look, the stakes are high for your prospect. The stakes are high because if they don't resolve the problem, they're never going to be able to have a bank account. They're never going to be able to leave a legacy. Also, IRS problems have a habit of ruining all aspects of your prospects life, including relationships with their spouse, relationships with their kids. So your job is to put them at ease. Your job is to build value. Your job is to paint a picture of what life is going to be like with the IRS problem resolved. That's how you answer the objection, “Well, you're just too expensive.” I hope you got some value from this video and we'll see on the next one. If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, Click on the link below, and I'll see you on the other side. rozstrategies.com/live-training

Hey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. And how do you guarantee that you're going to have cash flow and profits next month? How do you guarantee that you're going to have cash flow and profits three months from now, six months from now, or even a year from now? How do you fill your sales pipeline? How do you monetize that pipeline and keep it full all year round? Now, just like oxygen is necessary for life. Marketing is the oxygen. Marketing is the fuel for your professional practice. Look, if you're paying 200 to 300 dollars a lead, if you're engaging in paid advertising like Google page search or radio advertising or other paid advertising, and a lead cost you two to three hundred dollars, every time the phone rings or every time you get an inquiry, why in the world would you not keep following up with that lead? Most professional practices do not do that. It's one and done. They get a lead. If they don't convert or if they can't contact them, they stop following up. Now, once you learn how to follow up with people who have reached out to you, we're not talking cold calling, we're talking people who've actually reached out to you via one of your marketing advertisements then, that's a warm lead. Now, after you've had the initial consultation with that prospect and you've decided that you can help them, and even more importantly, you've decided you want to work with them. OK. If they don't hire you on the spot, if you can't close the deal on the spot, you give them your engagement letter. You give them a power of attorney to take with them. You give them an 8821 form, a credit card authorization or any authorization. You either give it to them, when they leave your office or on the phone, you email them your information. Now here's the thing. Two thirds of those people who you've had those conversations with, 67 percent of them will become a client between the second day you met them to the 80th date. If you follow up with them, if you put them in a seven step follow up sequence where they're getting direct mail from you, they're getting email from you, they're getting follow up phone calls from you during that 180 day period. And 67 percent will convert into paid clients. Once you put this system in place, and here's the thing, here's how you determine what your pipeline is. Since you've done the engagement letter, you know what the value of that case is. OK. So take the total amount of the value of all those engagement letters for people that you've had consultations with but didn't hire you on the spot. Take the value of that total universe. Multiply it by 67 percent. That's the future value. That's actually the current value of your pipeline today and that that money is going to be coming into you over the next one month to 180 days later, if you have a formal follow up sequence with them. So that's the tip for today. Follow up with your prospects. Do not ignore them. Do not be a one-and-done professional practice that's leaving all this money on the table. That's the tip for today. We'll see in the next video. If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, Click on the link below, and I'll see you on the other side. rozstrategies.com/live-training  

Hey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit.  And what's the difference between a transactional sale versus a relationship sale? What does this really mean? What does a transaction sale mean? What does a relationship sale mean? A transactional sale means I got to make the sale. I got to have this revenue. Versus a relationship sale is this: people want to be understood before they contract and hire you. People don't do business with you because they understand what you do.They do business with you because they feel understood. And I want to repeat that because once this sinks in, once you adopt this mindset, everything changes when you have consultations and you're trying to close the deal and get clients into your firm. Again, people don't do business with you because they understand what you do. People do business with you because they want to feel understood. It's all about the relationship. When I had my consultations, I would find some common ground that I can be relatable to my prospect.I never talked down to them.I never talked like I knew more than they did. I wanted to have that emotional bond with them from the very get go of the consultation. So once you adopt having a relationship versus a transaction, everything changes.It's the difference between what a customer is versus what a client is. A customer is a one-time transaction. A client is a relationship. It's a long-term relationship that you have with a client. So that's the tip for this video. And we will see on the next one. If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, Click on the link below, and I'll see you on the other side. rozstrategies.com/live-training  

Hey, it's Michael Rozbruch here, Creator of the Tax Resolution, Domination System and ToolKit and Founder of Roz Strategies. And when is the best time to hire your next or new employee? When is the best time to hire your newest team member? OK, the best time to hire somebody is when you least can afford it, because if you're a solopreneur and you're a one-on-paper hander and everything revolves around you where you are the bottleneck and you're doing everything in your firm, you don't have a business. You have a high paying job. OK, to have a business, you need systems. You need predictable systems. You also need to have people that you can delegate some functions to free up your time. Because if you're a business owner, you should be spending most of your day generating leads and talking to qualified prospects, not actually working IN your business. You should be working ON your business, and in order to do that, you need help meet team members that you can delegate to. So when should you do that?  When should you hire that person?  When you least can't afford it. Because something magical happens when someone is on payroll and you need to make that payroll every Friday or every other Friday, you start figuring things out on how to bring revenue into your firm. It's very, very interesting what happens when you have someone on payroll. All the things that you put on paper last month or the month before that you were going to do all of a sudden become top of the priority list and you start marketing and you start bringing in revenue. The other thing too, is people ask me all the time, Michael, where can I find? Where do I recruit? How do I find my next new employee? Now, this is counterintuitive because I don't recommend using ZipRecruiter. I don't recommend using Indeed. I don't recommend using LinkedIn. Here's what I do recommend. You have a plethora of emails from your other clients and previous clients. Use your current database as a jumping off point with the subject line could be: We're expanding… And put it in a small description of the type of person you're looking for, because I bet you that one of the people in your database, one of the people in your world, could be a current client, could be an associate. It could be a referral source that knows just the perfect person they have in mind that would be a great fit for you and your business. So that's the tip for this video and we'll see on the next one. If you want to learn more about the lucrative nature of tax resolution, click on the link (https://www.rozstrategies.com/live-training/) for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, Click on the link (https://www.rozstrategies.com/live-training/) , and I'll see you on the other side.

Hey, it's Michael Rozbruch, creator of the Tax Resolution Domination System and ToolKit and also the Client Care Package System and Toolkit. And today I want to talk to you about cryptocurrency and the IRS because buried in the $1.2 trillion infrastructure bill that was passed into law on November 15th, 2021 is a paragraph that basically states that exchanges now, cryptocurrency exchanges are going to be required to give your clients a 1099 beginning in 2023, just like brokerage houses do. Now, here's the thing. If the cryptocurrency exchange does not have a W9 on behalf of your client with their Social Security number, the exchange is mandated to withhold 24 percent withholding and pay that money over to the IRS. Like the IRS has just implemented about a year now, 400 special agents, 400 special revenue officers are dedicated to going after cryptocurrency exchanges and taxpayers who are not reporting their gains in cryptocurrency, in all the bitcoin, in all the other coins. Now there's also a question this year on form 1040 that basically asks a yes or no question. The question is, "did you have virtual currency transactions during 2021?" Because when 2022 rolls around, the IRS is going to use that information because remember your client signs their 1040 under penalties of perjury so that they can go after your clients if they don't answer that question correctly. And the fines and penalties are stiff for cryptocurrency transactions not being reported. Not only civilly, but the IRS can go after your clients on a criminal basis, too, if they don't report all their cryptocurrency transactions. So remember that beginning in 2023, when you file the 2022 tax returns, your clients need to provide you with the 1099 they got from the exchange. And if they don't have that, the exchanges are required to withhold 24 percent of those withholding taxes and pay that over to the IRS. So I hope you like this quick little video and we'll see on the next one. www.rozstrategies.com/live-training

Hey, it's Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution Domination System and Toolkit. And there are five ways to settle your client's IRS tax debt. OK, let's take one of the ways, which is an Offer in Compromise. An Offer in Compromise is a legal binding written agreement between the taxpayer and the IRS that settles your taxpayer's debt in full for a fraction of what's owed in many, many cases. It's done on form 433 A OIC or Form 656. Another way to settle your clients IRS tax debt is through an Installment Agreement. An Installment Agreement is an agreement between the taxpayer and the IRS that fully pays your client's tax liability over time, generally over 72 months. It's very similar to a commercial installment loan type process. Another way to settle your client's tax debt, this third way is a Partial Pay Installment Agreement, which I like to refer to as the new Offer in Compromise or the Backdoor Offer in Compromise. A Partial Pay Installment Agreement is an agreement between the taxpayer and the IRS that partially pays back the IRS amount over time. Now, what's really interesting about a Partial Pay Installment Agreement is that a lot of times, the IRS is not concerned with looking towards the net equity in assets to determine what the monthly payment amount is. And it could be a lot more beneficial than an offer in compromise because the IRS is only interested in collecting that amount over the remaining life of the ten year collection, Expiration Statute.  Another way, the fourth way to settle your client's IRS tax debt is through a currently not collectible situation. Now, this could be a temporary Band-Aid, if you will unless you have elderly clients on a fixed income, it's a very good permanent way to settle their tax debt. But I use the currently not collectible or 53 status as a stepping stone to an Offer In Compromise or a stepping stone to a Partial Pay Installment Agreement. And then the last way to help settle your client's IRAS tax debt is a Penalty Abatement Request. You can either do a first-time penalty abatement verbally over the phone, or you can do a written formal penalty abatement based on reasonable cause and ordinary business care and due diligence. Those, my friends, are the five most common ways to settle your client's IRS tax debt. I hope you got some tips from this video, and we'll see on the next one. If you want to learn more about the lucrative nature of tax resolution, click on the link below for some free training resources that I'd like to provide to you—tax resolution as a way for you to generate profits and cash flow all year round. And on this free training, I teach you where to find clients that have tax problems, how to attract them to you, how to take them through the initial consultation, what to charge for certain resolution alternatives, and how to collect that money all on this free training. So if you want to learn more, if you want to gain more profits, more cash flow during the year and stop doing just cheap tax returns, Click on the link below, and I'll see you on the other side. www.rozstrategies.com/live-training

In this podcast, our experts Chris Rivera and Michael Rozbruch had talked about value pricing and scaling up a tax/accounting practice by adding or expanding tax resolution as a lucrative advisory service. Entigrity has helped over 550+ accounting firms in building their offshore teams. You also can hire staff accountants, tax preparers, tax reviewers, bookkeepers, tax seniors, audit associates, virtual assistants, etc. starting at just $9/hour. The best way to explore is to book a call with one of our Global Staffing Specialists.

Dr. Patty Ann Tublin is an internationally acclaimed relationship, emotional intelligence and communication expert. She is that rare individual who seamlessly moves among  corporations, entrepreneurs and individuals creating business and personal success through her consulting, coaching and professional speaking. Michael tells the story of his past business partner and his partner’s struggles with his relationship with his wife. The stress she created ultimately ended the partnership. Our conscious and unconscious attitude towards money is formed by the age of 12. It’s formed from the conversations and fights the adults in our lives have when we are in our youth. Fighting about money has nothing to do with whether or not you have money  and has everything to do with what the money represents to you. Chances are Michael’s business partner’s wife was raised in a saver household and had a scarcity mindset around money. Depending on how we are raised, we either imitate the path our parents showed us or do the complete opposite. We have a relationship with money just as much as we have a relationship with people and they are both heavily influenced by your environment when growing up. People don’t do a financial audit of their attitudes towards money before they get married, and that can come back to haunt them. As a couple, you need to identify your investing goals and what money represents to each of you. Money is a way to buy stress out of our lives and give us choices that would otherwise not be open to us. Many people deny the role that money plays in our lives. Your money mindset comes into play whenever you make a purchase so it’s definitely a conversation you need to have with your significant other. When it comes to investing, if you don’t invest today to make your future better then you will have to be satisfied with what you end up with. There is no reward without some element of risk, but if you find you or your spouse resistant to the idea of investing in something, you need to address the mindset of why it feels too risky. If you don’t understand your risk tolerance you won’t be able to make timely decisions. Differing risk tolerance is the most common money stressor between married couples. The fear of losing money has to be addressed, acknowledged, and respected. Chances are that fear is from experience. There is a lot of power and control attached to money as well that people should keep in mind. A risk-averse partner might be trying to wield their power over the other, more dominant, partner. One of the most difficult conversations anyone can have is asking for a raise, despite the fact that the amount of money involved is rarely life-changing. Money is fraught with emotion for most people. When someone in a relationship does show resistance to spending money, ask them their concerns and then dig deeper to the real issue. Listen to what’s not being said. If you really want to learn about someone, either live with them or lend them money. The way people pay their bills tells you a lot about them. A couple that is on the same page about money can grow their business faster and with less stress. It may take some coaching or therapy to get there but it’s worth it. As an entrepreneur, you have to understand your relationship with money. How much money will you have to put in your business? What about the money you will have to spend on your personal development? If you don’t figure out your relationship with money before you start your business, there will come a time later when you’ll be forced to. Both partners don’t have to be fully involved in the investments, but there has to be trust and transparency, and clarity on the goals. In marriages where the husband handles the money entirely, it’s often because of the wife’s money mindset. In order to best take care of their significant other, they need to have access to that information. They need to understand where their financial security is going to come from. Every man on the planet has had a woman in their life who has suffered because of their lack of knowledge about money and financial investment. Money is part of the love story. Many people start with nothing and the nest egg is something they build together, so both parties need to be involved and understand what’s happening. Seek professional help and let your money work as hard for you as you do for your money.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy - rozstrategies.com drpattyann.com Money Can Buy You Happiness: Secrets Women Need to Know To Get Paid What They Are Worth! by Patty Ann Tublin

Scott Zarret is a CPA who went to school at the University of Maryland and is the founder of CPAacademy.org. They are the largest provider of free continuing education to the accounting profession and have over 365,000 members. Scott comes from a family of accountants/educators so what he’s doing now is not a far cry from what he grew up with. He started out in public accounting but quickly realized that it wasn’t his cup of tea. He worked several jobs since that first foray into the business until he was introduced to the idea of selling cost segregation studies. He put on his entrepreneurial hat and thought about how to sell something like that and realized that education was the way to go. He put on a live event that went really well but realized that live events don’t scale well, so he started pursuing the idea of online education with a model similar to the major universities. The first few years in business weren’t easy, but that struggle is what taught Scott the lessons he needed to learn in order to build the business he has today. Every state requires an average of 40 hours of continuing professional education to maintain your CPA license. There is no other profession with that level of requirement. From a marketing perspective, this is a great captive audience and there is a huge demand for this kind of education. Anything where you can make the argument that the topic will make the CPA more effective at their job, it will qualify as continuing professional education. CPA academy offers these courses for free so it’s a gold mine for small to midsize firms that care about budget and want to spend their time well. Last year was the tax season from hell, and this year is looking to top it. Around this time last year, the demand for education exploded right after the stay-at-home orders. People were scrambling to understand the recent PPP legislation as well as the new work-at-home paradigm. This year, PPP is still important but there are new programs being introduced that CPA’s need to stay up to date on. Each state has its own programs and bills working their way through the system which leaves a lot of uncertainty in the business. From an educational standpoint, there is going to be a greater shift to online learning no matter what happens with Covid. The flipside to that is that live events and conferences are on the decline. Scott has also noticed a trend towards people looking for content that’s grouped together like a mini-certification. Scott opened the CPA Academy with one goal which was to deliver free continuing professional education. It started off with webinars and is developing in a number of different directions. There are seven main topics that Scott believes are going to be in high demand in the future. They are financial planning, tax controversy, estate planning, non-profits, international tax, retirement planning, state and local taxes. Tax controversy isn’t as popular as it should be which is probably an advertising issue, but it can be extremely difficult for CPA given all the educational content available. Bankruptcy, tax resolution, and tax controversy go hand in hand and we are seeing the biggest spike in bankruptcies right now since 2010. Of the 110,000 businesses that have closed during the pandemic, many of them are going to owe income taxes. For most CPA’s, they need to realize that a quarter to a third of their existing clients are going to need tax resolution representation in the near future. CPA’s and EA’s need to at least know the basics with regards to dischargeability. You don’t need to know everything about bankruptcy, you just need to know how to interpret and read the basic documents and be able to refer the client to the right professional.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy - rozstrategies.com CPAacademy.org

Hey, it's Michael Rozbruch, cofounder of Roz Strategies and creator of the Tax Resolution Domination System and Toolkit. And what's the first thing you need to do after being retained by a new tax resolution client? How do you provide immediate relief to that client? Number one is to make sure you are paid first. Either get 100% of the fee paid upfront or get a 30% to 50% deposit on the entire case or at the very, very least, make sure you get a check or a credit card for fifteen hundred dollars for the IRS transcript, investigation, and analysis. The second thing you need to do is to fax your POA to the IRS's CAF unit. That's the central authorization file unit or upload your newly e-signature POA to the IRS portal. The third thing you need to do is to call PPS. Call the practitioner priority service, get and fax your POA to them as well. Get some verbal information on your client's account and then call ACS, the automated collection system for two reasons. Number one is, if applicable, get a 60 to 90-day collection hold on your client's account, thereby the IRS not doing any enforce collection like levying a bank account or garnishing their paycheck. And also, if applicable, request first-time penalty abatement as well. Doing those four things provides immediate relief to a new tax resolution client after they've paid you. How to Get Involved Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 months over month consecutive revenue growth culminating in $23 million in revenue in just one year alone. 5 Surefire Steps for Attracting & Retaining A Continuous Flow Of Pay In Advance IRS Tax Problem Clients Every Month. SAVE YOUR SPOT NOW! https://www.rozstrategies.com/live-training/    

Chris Rivera is the director of client relations and business development at Entigrity, a leading offshore solutions provider to the tax and accounting space. Chris’s background had always been in client relations. He came from the corporate world and worked in a number of industries but he wasn’t particularly happy with the work. It wasn’t until he saw a job posting for a remote worker did Chris learn about a new way of doing things. Chris began working for his future founding partner who was an accountant and got a crash course in accounting over the next six months. He began working with clients and developing those relationships to help grow the fledgling business. Going through the remote hiring process himself helped establish the framework they use to help accountants find remote employees now. Remote work has been around since the introduction of the internet, but in most industries, it hasn’t been fully embraced until recently. The CPAs that Chris talks to generally need a fair bit of education to help them understand the remote aspects of the work. He helps address their concerns and uses the initial call to determine exactly what they require from a remote worker. Once onboarded, the client is assigned a relationship manager to help keep the lines of communication open. The client gets to interview the potential candidates for their project so they have full control. There is a difference between outsourcing and offshoring. They seem the same to many people, but with the offshoring model, you still have control over the employee. Working with somebody that is part of your team is a great way to scale a business while remaining flexible. There has been a spike in business since May of last year. The pandemic is showing everyone that they can work with anyone anywhere. This technology has also made it easier to conduct business as well. Clients call Chris for a number of different reasons, the main ones being bookkeeping, audits, and accounting. It’s always important to diversify your resources, and that includes your team. In regards to audits, clients are mainly looking for data entry work so they don’t get completely bogged down and end up working late hours. It’s much more cost-effective to offshore certain kinds of work. Staffing shortages in accounting are a big problem. This makes the cost savings of Entigrity for their clients even more important. The sweet spot for Entigrity clients is in the 10 to 15 employee range, where they tend to plateau and have trouble finding more people locally and taking on additional work. A common concern is privacy. Chris finds that most accountants they work with are worried their clients will not be willing to give their consent to allow a third party to work on their files, but the reality of the situation is that the vast majority of people don’t care. Most clients just want the work done at a reasonable price.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy Entigrity.com Entigrity on LinkedIn - linkedin.com/company/entigrity Chris Rivera on LinkedIn - linkedin.com/in/chrisriveraus

Jaime Buchwald is the Co-founder and CEO of Pitbull Tax Software, which is the premier software used by tax resolution professionals and the industry in general. Jaime originally created his software company because he originally had the same problem that most successful tax resolution firms had, specifically he was able to bring in a ton of work but getting it all done became a massive hurdle. That’s why he created a full automation software package which allows tax resolution firms to run their business more efficiently. He’s also currently a practicing tax resolution professional in addition to running his software company. The IRS is coming back with a vengeance. The cases are coming in hot as they begin ramping up operations again. In 2019 levies were up 32% and notices of Federal tax liens were up 13%. A few months ago the IRS sent out over 2 million notices to people who are falling behind and they will need to address these before long. We will likely see more bankruptcies in the next 12 months than ever before. The good news for tax resolution practitioners is that you can’t use bankruptcy to escape certain taxes and this is going to lead to a flood of business. Practitioners need to realize that every payroll tax case is actually two cases due to the associated trust fund recovery penalty. It’s predicted that 40% of small businesses have closed or will close over the next few months. Tax resolution professionals have an opportunity to help these people find relief from a very miserable situation. It’s incumbent on us to protect our clients from this coming deluge of tax cases. Practitioners that have a book of business have a huge opportunity to help their existing clients with tax resolution. By not doing anything they are doing a disservice to their clients. There are now so many resources available to the up-and-coming tax resolution professional. It’s very lucrative and well worth your time to work with either Michael or Jaime to add tax resolution services to your business. There are thousands of practitioners on the Pitbull Tax platform and due to the nature of the system, it’s possible for tax resolution firms to work completely remotely while still offering them hands-on support. The platform can even help new tax resolution practitioners understand the business and how to serve their clients the best. Tax resolution is one of the fastest-growing aspects of the industry right now and there are a huge number of tools and resources available to make adding it as a service easier than ever. Successful tax resolution practitioners all share the same attributes. They invest in themselves and their education, but they don’t just invest. They implement it too. The tax resolution industry changes constantly, so investing a little time and education is crucial to stay on top of what’s happening. The best time to invest in new employees or a new coach is when you can least afford it. Doing so motivates you to bring in the cases and justify the expense. You don’t have to know everything about the business, you just need to know who to ask or where to look. Will the IRS ever automate tax resolution the way they have with compliance? It seems pretty unlikely at this point. Other than that, the future is good for tax resolution professionals. Once you learn about tax resolution you’ll start to notice the opportunities that are all around you. There are between 4500-5000 firms that are marketing tax resolution services in any meaningful way. Contrast that with the 11.2 million people in the collection division of the IRS. We are likely to see roughly 20 million collection cases by the end of 2021 which means there is way more demand than there is supply. The major firms in your local area offering tax resolution services are actually helping your business by educating the customer base. Don’t be afraid to “compete” with them.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy PitbullTax.com (code: rozbiz)

Justin Miller’s agency runs a marketing company that does both online and print marketing. Before the agency, Justin was a disc jockey and he grew that business for 20 years. Around the 15th year, Justin decided that he really wanted to focus on the marketing specifically. He dabbled with consulting and after a few more years sold the disc jockey business and opened his current consulting business. Direct mail is taking over the marketing world in 2021. The reason that it works is that it’s unpopular. Not many businesses are doing it, and surveys have shown that people feel more connection to a physical piece of mail than an ad in their Facebook feed. It’s a great way to get noticed, assuming you have a viable product or service to sell once you have their attention. The average person only gets one personalized letter every 62 days. This means that mailboxes are very uncluttered and are a great channel to use. Direct mail done right works. Always have an offer when using direct mail. Most of the time the whole point of the campaign is lead generation, so you don’t need to force a sale. Justin would rather have someone mail a smaller list 3 to 4 times than a larger list just once. Repetition matters. Make sure you have a clear call to action and multiple ways for them to respond. This can take the form of a landing page, a phone number to call, or a number to text. The goal is to have your piece not perceived as junk mail. Doing an every-door direct mail campaign on the main business route in your city would be a great place to find IRS problem clients. For high value service providers, even tiny numbers make direct mail campaigns very successful. It only takes a couple responses to make a campaign profitable. If you’re going to be in the direct mail business, knowing your numbers is crucial. You have to trace everything from the cost per lead to cost per acquisition to your conversion rate. The issue is that the numbers are not statistically relevant to making decisions. For a high ticket service you need to stay the course for at least 90 days. If you can do that you should be able to see the value of the direct mail campaign. The main goal is to try to get your piece of mail opened. Things like a stamp on the envelope and a handwritten-style address are necessary to achieve that goal. The return address is typically just the street address which is just enough information to pique someone’s interest and get the mail piece opened. Once it’s opened you have a second challenge. Most people don’t pay attention to the way something goes into an envelope. The first thing you want people to see is your headline. Extra weight or thickness can make your piece stand out and increase the odds of it being opened, but the best thing you can do is reach the right person at the right time. If you’ve picked the right mailing list you have the right person, but you also have to arrive at the right time, which is out of your control. This is why repetition is the most important thing, because it gives you more than one chance to be there at the right time. If your prospect is worth a lot of money to you, the more times you can mail them, the better. One of the more time consuming tips is to go through your list and use your personal perspective to prune those who you think aren’t worth the time of sending to. Go through your list and take the time to save money up front so you can send more often to the right people. As long as the post office gets back to its previous level of service, direct mail should definitely be in most business owner’s toolkits. It always comes down to getting started. You don’t have to have a big list to make direct mail work for your business.  A small number of prospects can make a big difference.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy profit911.biz

Jim Dew specializes in working with owner/founder entrepreneurs. Most financial advisors and wealth management people will work with anyone who has money, but there are unique problems and opportunities facing entrepreneurs. His ideal client is a business owner or entrepreneur who is doing more than $1 million EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). A company that has revenue and profits is where Jim can really add value. Jim builds virtual family offices for entrepreneurs, which is the wealth management solution that the billionaire club uses to manage their wealth. A family office is where a billionaire will simply hire all the needed tax, legal, insurance, and investment professionals and bring them under payroll for the family. Jim learned about the process from a billionaire family that was willing to show him the processes and he decided to help entrepreneurs achieve similar results. Every entrepreneur needs to protect, manage, and grow their wealth. Jim helps entrepreneurs in nine different areas under those categories by coordinating the different professionals involved. In most situations, the entrepreneur in the middle trying to manage those relationships is the weakest link. Jim’s company takes a central role so that all the players are collaborating and coordinating together to achieve better results. Most financial advisors either get paid for selling products or managing assets. Jim’s company does neither, they represent the entrepreneur and negotiate on their behalf. Jim believes that the incentives need to be aligned because they drive where you get advice and the results you get. This is why all of Jim’s advisors are compensated with salary and bonuses, this way they are aligned with the client’s needs in a true fiduciary relationship. Covid-19 has affected entrepreneurs all over the world. If you were in the right space your business exploded, like Peleton did. If you were in the wrong space though your business suffered. Jim’s company has been helping clients navigate the situation no matter what they are facing. One of the lessons that Jim’s clients have learned is that you have to know your numbers, that’s how you navigate hard times like this. Entrepreneurs need a great team with a CPA and a tax attorney who are proactively looking at their situation and coming up with great ideas. The tax code is complicated and set up in a way that an experienced tax planner on your team is a major asset. You won’t go to jail for screwing up the deductions, the danger is in hiding revenue. There are a number of strategies that you can use to minimize your taxes, but you have to be careful and have smart people on your team to help you implement them. Jim was raised by parents that went through the depression, so he learned to be very frugal with money. He had always been idealistic and was good at math and science, so Jim started off as a public school teacher. He did that for five years and learned two important lessons from the experience. The first is that he loved making a difference and helping people, and the second was that he couldn’t work in a broken system. Jim got into financial services and after getting into an argument with the manager of the firm Jim went on the path of starting his own company. The basic fundamental truth is that entrepreneurs get rich by being concentrated in a business, but you stay rich by being diversified outside that business. Every great investor has a discipline. Jim starts with where his clients are now and then comes up with a strategy to get to where they want to go. This allows them to quickly evaluate investment opportunities. Often people look at election results and other economic indicators to try to determine their investment strategy. When it comes to investing, you want to invest on probabilities, not possibilities. Every politician promises a number of changes, but they rarely get turned into law without considerable changes. Cash is historically the worst-performing asset class. Try not to get worked up about apocalyptic predictions about the market and avoid trying to predict the future of the market. Focus on your business. Don’t think you’re going to get rich from Bitcoin or Tesla stock. Your business is what is going to make you rich and improve your lifestyle.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom and Time - https://www.amazon.com/Beyond-Million-Entrepreneurs-Playbook-Expanding/dp/1619618222 dewwealth.com makerichreal.com  

Tech led the markets in 2020, and without that sector, the S&P and DOW would likely have been flat or down. Roland sees tech as continuing to be strong in 2021, in particular areas like software as a service, the internet of things, augmented and virtual reality, as well as tech enablement. There will also be several lasting changes as a result of Covid because of the increased rate of adoption of technologies that became a requirement to conduct business. We are going to see less of a budget for fulfillment, content delivery, and meetings. We’ll also see a reduction in travel expenses as meeting people and having conversations via Zoom becomes the standard. As a service provider, it’s going to be important to be able to deliver your services by embracing the technologies that your customers have been forced to adopt. You need to be on board with the evolution of how we are doing business or you will lose out to competitors that are. If you can humanize the existing tech experience within the tax resolution space it will be a major advantage. New platforms are always coming up. Clubhouse went from 3500 members at the beginning of 2020 to 1 million at the end of 2020. It’s important to be on places like Clubhouse, TikTok, Instagram, YouTube, and platforms like them even if it’s not a lead source for your business. The credibility of meeting your customers where they are and joining the conversation is going to be very important for the growth of practices going forward. Technology platforms can be even better than meeting clients in real life because it’s easier to control the environment. Instead of the standard presentation, platforms like Zoom can go beyond just broadcasting. Building a studio or investing in some basic equipment can take your ability to create virtual events to the next level, and if used well can pay off handsomely. In 2020, Roland closed over $2 million in sales at a completely virtual event by using Zoom breakout rooms. Hospitality will make a comeback in the future but it will require those businesses to increase the level of their service, if they don’t it’s not likely that they will survive. Tax practices are notorious for not communicating with their clients. It’s crucial to keep the lines of communication open and a lot of practices are starting to realize this. Not only should you be communicating, but you should be communicating to start a conversation so that you create an interaction that can lead to a sale. Breathe some personality into your communications and that can lead to generating 2x-3x the revenue. Measuring your Net Promoter Score and Customer Satisfaction is very valuable information that businesses should be paying attention to. If you’re open to it, that information can reveal where your business is falling short. An existing customer is worth 9 times more than a new customer, if you’re not focused on your existing customers you’re missing a huge opportunity. The magic is the people already within your tribe. Get someone to do your content for you, but answer all your messages personally. You must take massive action if you want to see big results.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy Roland Frasier's Business Lunch Podcast - businesslunchpodcast.com facebook.com/RolandFrasierPage twitter.com/rolandfrasier linkedin.com/in/rolandfrasier Roland Frasier's YouTube Channel - youtube.com/channel/UC9cUjWtqawvdM6K632PvGow instagram.com/rolandfrasier

On the Roz Strategies podcast, Certified Tax Resolution Specialist and CPA Michael Rozbruch shares with you his secret systems and strategies that made him a pioneer in the tax resolution business and helped him generate over 100 MILLION DOLLARS in revenue in fourteen years! In this episode, let's discover how many times you should follow-up with tax resolution leads. Michael Rozbruch, CPA & Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven track record as evidenced by accumulating 168 months over month consecutive revenue growth. NOW is the time to have a system to follow up with your leads. Did you know that sixty-seven percent of the money in the tax resolution business is in the follow-up? For 16 years, my mantra, when I had my tax resolution practice, followed up with every single lead until they bought, died, or unsubscribed. Here are the key areas we covered in this episode:  The strategies that worked for a tax resolution expert that culminated in $23 million in revenue in just one year alone. Let's make this HAPPEN! Loved this episode? Own the step-by-step blueprint for getting more pay-in-advance, high-value tax resolution clients than you ever thought possible! Check out the Tax Resolution Domination System & Toolkit that includes a complete business system that bolts-on to any sized tax, accounting, or law practice… and one where most of the work is already done for you! 5 Surefire Steps for Attracting & Retaining A Continuous Flow of Pay in Advance IRS Tax Problem Clients Every Month. SAVE YOUR SPOT NOW! https://www.rozstrategies.com/live-training/

On the Tax Resolution Practice Trends Podcast, Michael Rozbruch shares with you his secret systems and strategies that made him a pioneer in the tax resolution business and helped him generate over 100 MILLION DOLLARS in revenue in fourteen years! In this episode, let's find out the big predictions for tax resolution marketing in 2021. Are you ready for the tsunami of new tax resolution cases coming your way now until 2021? The economic devastation caused by COVID-19 led to a big prediction that twenty-five to thirty-three percent of your current clients are going to have an IRS problem. Wouldn't it be nice to have the right tools to resolve these cases and serve as an opportunity to get new cases? Here are the key areas we covered in this episode:  The most significant prediction in the tax resolution industry — something you probably never expected prior to COVID-19! Loved this episode? Own the step-by-step blueprint for getting more pay-in-advance, high-value tax resolution clients than you ever thought possible! Check out the Tax Resolution Domination System & Toolkit that includes a complete business system that bolts-on to any sized tax, accounting, or law practice… and one where most of the work is already done for you! 5 Surefire Steps for Attracting & Retaining A Continuous Flow of Pay in Advance IRS Tax Problem Clients Every Month. SAVE YOUR SPOT NOW! https://www.rozstrategies.com/live-training/

Paul Colligan has switched seats with Michael for this episode of the podcast to ask some very important questions about the future of the tax resolution industry. [1:15] How do tax resolution practitioners get ready when we don’t have an idea what’s going to happen in the world of taxes over the next 12 months? Michael has experienced three major downturns during his 22 years in the business, and in his experience the years following a downturn are major opportunities for tax resolution. [2:40] Pre Covid-19, there were 13.2 million people already identified by the IRS as owing taxes. There will probably be another 10 to 20 million more collection cases coming up over the next few years. [3:15] We are going to see the largest influx of payroll taxes cases coming down the pipe very soon. The IRS is the only creditor in the world that can pierce the corporate veil without a court order, and this may lead to an additional Trust Fund recovery penalty tax case for every payroll case. [5:00] There were 30 million people that were planning to file on April 15th, but the filing date keeps getting pushed back. What’s going to happen to those people who won’t have the money to pay their taxes once it finally comes due? [5:55] The IRS isn’t closed; they’ve just reduced their activities, but when July 15th comes around and everything goes back to business as usual, all hell is going to break loose. [7:10] Michael teaches his members to never take their foot off the marketing gas pedal. When things get slow that’s when you should double down on your marketing to keep your pipeline full. When the floodgates open people are going to be turning online for solutions and if they can’t find you, they can’t retain you. [8:40] It’s more important than ever to have an online presence right now. Now is also the time to negotiate rates with radio companies as Michael hasn’t seen advertising rates this low for 18 years. Radio stations have inventory to sell and will be looking for ways to raise revenue so incredible deals will be available over the next couple of months. [11:10] The government is hungry and they’re going to be closing in soon. The tax resolution specialists that embrace marketing and make it the overarching umbrella for everything they do are the ones who are going to profit. [11:45] Most CPAs and enrolled agents believe that if they went to the best school that it guarantees success, but it doesn’t. In today’s world, marketing is what guarantees success. [12:35] If you’re in business, you’re in sales whether you realize it or not. Many people have a mindset issue around their business and marketing. They believe their deliverables are primary, but they have to come secondary to the marketing if they want to create wealth and become rich. [13:15] One of the major opportunities for tax resolution specialists lies in calling their past business clients and helping them understand what assistance and relief programs are available to them right now. It’s also the perfect time to help your clients do some financial planning in reverse and put them into the best situation they can be to minimize their tax settlement. There are a number of tips and tricks that you can do right now with your clients because you have the luxury of time. [17:05] There are a number of opportunities for accountants to help their clients get what amounts to essentially free money. [18:30] The SBA/PPE is not a long-term business strategy. If you haven’t done it yet the window of opportunity is closing. [19:55] The effects of the 2008 recession on Michael’s business lasted for three years. The same is likely to happen this time around. IRS problems have the habit of percolating over time. It may take some time for them to find you, but eventually they will and you need to be prepared. [21:40] Michael is telling people that focus on tax preparation work to begin looking for additional streams of income. Tax preparation was already commodified before Covid-19, and if it’s your only stream of revenue you need to expand your offerings now. [22:50] Michael helps licensed professionals start a tax resolution business from scratch, or if they already have a business, how to grow it to the level they’ve been hoping to achieve. He teaches the whole business of tax resolution from generating leads to closing clients and delivering the service.   Mentioned in this episode: Michael Rozbruch's Tax & Business Solutions Academy

Michael Rozbruch grew his business from a dining room table to doing one hundred and sixty-eight consecutive month over month increased deposits in his bank account? That's 14 years that culminated in doing $23 million in one year alone solely from representing IRS clients. In this week's episode, you'll learn about the effective sales strategy that made his tax resolution business even more successful. He came up with a proven and reliable high-ticket sales strategy that's made up of four different phases.  The first phase is meet.  The second phase is probe.  The third phase is prescribe. The fourth phase is close. Tune in to the full episode to learn more. About Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 months over month consecutive revenue growth culminating in $23 million in revenue in just one year alone. 5 Surefire Steps for Attracting & Retaining A Continuous Flow of Pay in Advance IRS Tax Problem Clients Every Month. SAVE YOUR SPOT NOW! https://www.rozstrategies.com/live-training/  

Investing in Yourself “Experts are always students first.” — Michael Rozbruch  Do you ever wonder how many people in this world actually invest in themselves in terms of personal development and technical training? Michael has a rule of thumb, where he usually spends between 10 to 15 percent of his gross for the year in education.  In this week's episode, Michael Rozbruch talks about investing in yourself. Part One of ‘Invest in Yourself' Remember, experts are always students first because being an entrepreneur or being a professional practice owner, owning a CPA firm, or a tax firm, it gets lonely, doesn't it? It gets lonely up in our heads when we have no one to bounce ideas off of. “Get involved in a community of like-minded professionals.” — Michael Rozbruch  Michael discovered that when he joins groups, particularly mastermind or membership groups, he feels as if he's talking to other like-minded professionals who have a lot of the same issues, struggles and tribulations as he has. As a matter of fact, those people point out his blind spots. They point out things he doesn't even know are there that need to be fixed.   Part Two of ‘Invest in Yourself'   Today, innovation is at its peak. So, it's essential to get involved in a community of like-minded professionals who are tax resolution experts. “Invest in yourself. Results will show up monetarily.” —  Michael Rozbruch When you take the time to invest in your personal development and technical training, rest assured that you will see the results show up in your bank account. How to Get Involved Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 months over month consecutive revenue growth culminating in $23 million in revenue in just one year alone. 5 Surefire Steps for Attracting & Retaining A Continuous Flow of Pay in Advance IRS Tax Problem Clients Every Month. SAVE YOUR SPOT NOW! https://www.rozstrategies.com/live-training/

Put on your seat belt, "This is a time to pivot and adapt." Special guest Michael Rozbruch provides an in depth look into the world of finance. Michael explains how to best navigate the IRS and insightful planning advice that many CPA's should use to help their clients remain strong during these these unstable times. Michael Rozbruch Roz Strategies.com info@rozstrategies.com 888-670-0303

Coronavirus and Tax Resolution “The ones who will profit the most during this crisis are the ones who weather the storm and don't retreat.”— Michael Rozbruch The world is officially turned upside down, given the health hazards that the coronavirus is bringing. The stock market is going down. People aren't going to restaurants. We can't even go to the gym. Over 100 million Americans are under “stay at home” orders. Things are going crazy, and we know exactly how you feel. But what if we tell you that it's all about perspective?  In this episode, we'll share with you how you can use the current situation to help  your clients. Now is not the time to retreat. Instead, you need to adapt.  Part One of Coronavirus and Tax Resolution  Many of you prepare taxes, and perhaps you were squeamish about your data and files in the cloud. However, given the current Coronavirus situation, most people are working remotely. Ask yourselves, ‘wouldn't it be better if you have everything in the cloud and that you can work and do tax returns from your couch?'  Using technology can make your entire team more efficient as well. “I've been through two of the most horrendous economic upheavals of our time - 9/11 in 2001 and the Great Recession of 2008.” -  Michael Rozbruch  Part Two of Coronavirus and Tax Resolution  Here's another thing. Since most of us cannot have face-to-face consultations in the office, you should master selling using your phones. It is imperative for your practice to thrive, to learn selling over the phone. And once you accept that you will learn these skills, you will free yourself from the fear of losing clients. Do not stop your marketing efforts. Many tax resolution firms will stop their marketing, and it can lead to their business drying up. Don't let that happen.  “In the tax resolution world, bad is good. Good is bad. When someone's financial situation is at their worst, that's the time to approach the IRS.” - Michael Rozbruch (02:39 - 02:45) Remember that when people are facing financial challenges, that's the best time they need to approach the IRS with an Offer In Compromise. Even if America gives every household a check with a hefty amount, it's not going to last for long. There will be a lot of brick and mortar companies that will stop their operations. They will not be able to withstand a two-week or 30-day shutdown. They will need your help!  The main thing to keep in mind is that business is not static, it's cyclical. The ones who will profit the most during this crisis are the ones who weather the storm and don't retreat. I am here to help steer that vessel! I genuinely believe, in my heart of hearts, that when this is over (and it WILL end soon), your tax resolution businesses will explode, and your clients will be grateful for your help! Stay Healthy, Be Smart, Stay Focused! About Michael Rozbruch Michael Rozbruch, CPA and Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 months over month consecutive revenue growth culminating in $23 million in revenue in just one year alone. 5 Surefire Steps for Attracting & Retaining A Continuous Flow of Pay in Advance IRS Tax Problem Clients Every Month. SAVE YOUR SPOT NOW! https://www.rozstrategies.com/live-training/

Sandra Mullinax’s husband Ken was a revenue officer with the IRS for seven years. After working with the IRS Ken approached Sandra about going out on his own to help people with tax resolution and they both decided to make a go of it. Sandra now helps Ken with sales and dealing with clients. [3:40] Ken worked on what Michael calls “the dark side,”, he was responsible for collecting, seizing property when necessary, and other similar tasks. Now, he’s switched to “the light side” and helps people avoid these problems. [5:55] Sandra and Ken worked for a national company that did the marketing and found the clients and then sold tax resolution cases to people like them. One day, that company stopped selling cases and the same day an ad for Michael Rozbruch’s program appeared. They decided to invest in themselves and take their business into their own hands. [7:30] Before working with Michael, Sandra and Ken were grossing $6,000 to $8,000 a month. Today their company grosses an average of $68,000 each month. [9:45] Following the program was Sandra and Ken’s key to their success. When Michael told them to market in a certain way, they put in the work and did it. Not putting in the work is the only reason that people will fail to build the business they want. [12:10] Lead generation has a longer gestation period than direct response marketing. Direct response like paid search, adwords, and radio is the fastest way to grow your business but without an in-house system to convert those clients you will just flush your money down the toilet. [13:40] Sandra is responsible for all the sales. That generally entails listening to the client’s needs, and coming up with a game plan. People with tax problems don’t know what to do, so you need to be the guide. Give them your fee and then show them your value. [14:45] Marketing is getting people face to face with you or on the phone. If you do it properly through the lead generation methods they will be prequalified and predisposed to doing business with you. [16:10] In terms of pricing, don’t undervalue yourself. Don’t be afraid to ask for the fee, because tax resolution is a life changing service. In one of Ken’s cases the client owed over $800,000 and they settled the case for $25. [18:15] IRS problems affect all aspects of a person’s life. It affects their relationships and prevents them from thinking clearly because of the tremendous debt hanging over them. Tax resolution is an invaluable service to your community. [19:45] The more strategies you have working simultaneously the more you will make in the business. Be online, offline, while sending mailers, newsletters, and networking and you will have more clients than you can handle. [21:00] Sandra is very honest with their clients. Sometimes a person is not eligible for an offering compromise and a lot of companies will promise them they can without telling them what they need to do to become eligible. This can cost people thousands of dollars without resolving anything. [23:30] Sandra doesn’t use Michael’s fee schedule because some of her clients fall outside the usual case template. In one such case the client owed well over $2 million and getting everything resolved involved a full one year audit. [27:00] There is enough business for everyone. Tax resolution is a community and what one company can’t handle they can pass on to someone with the right expertise that can. [28:10] Currently, Sandra and Ken are marketing on multiple levels. They focus on referral networking, postcard mailings sent out to people on a lien list, social media, and Google adwords. Their online and offline strategies are complementing each other. [29:55] If you’re struggling or want to get into the business, you should take the roadmap and follow the steps. Educate yourself on how to do the marketing, the work, and how to be successful. [30:50] Experts are always students first. There is no better investment than yourself and your future. [32:05] Tax resolution is a community of professionals that work together to support one another and to help their clients. [34:00] In the first year of following Michael’s system Sandra and Ken had bought a lake home. At this point they are living a life they never believed they would have with the freedom to travel and have the things they always wanted.   Mentioned in this episode: Elite Tax Relief479-242-7499 to call Sandra Michael Rozbruch's Tax & Business Solutions Academy

On this episode we have Michael Rozbruch, CPA and Certified Tax Resolution Specialist. He is a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month over month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Learn about why you should consider offering IRS Tax Resolution services to your clients.

Michael Rozbruch is an entrepreneur, business coach, speaker, a top five tax resolution expert and founder of Michael Rozbruch’s Tax and Business Solutions Academy. Whether you need help with a tax problem, or want insights from a truly gifted business and tax guru, Michael’s interview is a must-see. Join us today to hear this nationally recognized entrepreneur discuss the keys to his remarkable success and the back story that made him the go-to tax resolution specialist he is today. Quote “Fear is a mile high, a mile wide, but paper thin.” – Michael’s best advice for those who don’t act out of “fear.” Resources Michael Rozbruch’s Tax & Business Solutions Academy – Tax resolution practice management tips, marketing, case resolution advice and more. John’s 3 Key Take-aways Michael’s father’s best advice to his son: “Nobody walks; Everyone is a liar.” To be successful you must get out of your comfort zone. “Make fear your friend.” A successful business needs to be great in two areas: marketing and innovation. Prefer Audio? Read the Transcript You can download a complete transcript of this entire episode by clicking here.

In this episode, Michael Rozbruch, the founder of Tax and Business Solutions Academy, talks about how he uses Facebook to generate leads, and thereby sales, for free for his business.  Key Takeaways! When you are looking to increase your profit margin, you want to make sure that you have your pipeline full of potential leads. You need to have multiple marketing campaigns going at one time so that you will have multiple opportunities at once to reach new people. (2:39)   Rozbruch has found that using videos gives him a lot of credibility for potential customers. He creates videos each month that pertain to his audience and sends them out via email to his mailing list in order to generate interest among his clients. (4:30)   He has been using Facebook to get new leads for himself, as well as generating sales from these new leads. He gets these leads for free, so he is essentially getting sales for free, all because he utilizes Facebook for his business's benefit. (6:26)   To get in on free training to get 10,000 fans in 3 days for less than a penny a piece you can go to RozStrategies.com/10kfans. (7:50)   To find out more about Michael Rozbruch and his business, you can visit RozStrategies.com/app/. (8:15)   Resources Mentioned in this Episode Michael Rozbruch's Website: RozStrategies.com/app/ Website: Morningcoffeemarketer.com How to get 10,000 Facebook fans in 3 days or less 3daysto10k.com   

Michael Rozbruch is an entrepreneur, business coach, speaker, a top five tax resolution expert and founder of Michael Rozbruch’s Tax and Business Solutions Academy. Whether you need help with a tax problem, or want insights from a truly gifted business and tax guru, Michael’s interview is a must-see. Join us today to hear this nationally recognized entrepreneur discuss the keys to his remarkable success and the back story that made him the go-to tax resolution specialist he is today.

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. An unconventional CPA (licensed in Maryland) himself, Michael helped pioneer the tax resolution industry 16 years ago. He founded and built one of the most reputable tax resolution firms in the country. On the verge of a personal bankruptcy in 1998, he started Tax Resolution Services, Co. on his dining room table with zero clients and grew it into a nationally marketed powerhouse registering $23 million in sales, 4,000 clients and 125 employees. He is an author, a 2011 semi-finalist in Ernst & Young's Entrepreneur of the Year Award, made INC's. 500/5000 list in 2010 and 2011, is the president of the prestigious National Association of Tax Resolution Companies. Michael is a member of the CPE committee of ASTPS. Michael has been featured numerous times as the guest expert on the Fox News Network, KCAL and KABC. His interviews and expertise have been published in Inc. Magazine, Tax Analysts® "Tax Notes Today", U.S. News & World Report, The Wall Street Journal, and Entrepreneur Magazine, to name a few. As a Certified Tax Resolution Specialist (CTRS) and CPA, he has represented thousands of taxpayers who owe the IRS, but simply cannot afford to pay. Michael has been a guest speaker at conferences and has been interviewed on numerous TV news programs as a nationally recognized expert guest speaker. In 2009, CPA Magazine honored Michael with the prestigious national recognition of Top Tax Advisor to Know during Recession. He was also named an Executive of the Year Finalist in the 2009 American Business Awards. Additionally, Michael is the recipient of ASTPS's prestigious "Top Practitioner" fall 2005 Award, which recognizes distinguished members for their exemplary professional accomplishments, dedication, and contributions to the organization and the profession. He is also a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of CPA's (MACPA), International Academy of Collaborative Professionals, charter member of the American Society of IRS Problem Solvers (ASIPS), member of the Disciplinary Committee of the American Society of Tax Problem Solvers (ASTPS), and a recognized inductee into the "Who's Who" in finance and Industry. In 2011, Michael and Tax Resolution Services, Co. were recognized for the second year in a row on the Inc. 5000 list of America's Fastest Growing Companies, joining the ranks of past honorees such as Apple, Patagonia, Intuit, Microsoft and Oracle. Also, in 2011, he was a semi-finalist in Ernst & Young's "Entrepreneur of the year". In 2012, Michael became the host of a weekly TV show, "TAXMAN", on the BIZ TV Network. Michael accepted a Bronze Stevie Award for the "2012 Maverick of the Year" title on behalf of the American Business Awards which recognized his work as an expert in the tax resolution industry for the past 16 years. He has been interviewed by hundreds of radio stations and has appeared numerous times as a guest expert on national TV, including Fox News. Michael lives in Los Angeles, Ca. He has been married to the love of his life for 30 years who also works alongside him in managing the company. He has two daughters and loves going on family vacations. Michael enjoys good cigars and can usually be found cruising around in his supercharged 1968 Olds 4-4-2 and attending classic car shows on weekends. Learn more about your ad choices. Visit megaphone.fm/adchoices

☀ Michael Rozbruch ☎818-973-2733 ✉ michael@rozstrategies.com ★WHAT WE DO ★ ✔ Coach and train CPAs, attorneys and EAs ✔ Help them rethink their business models ✔ Show them how they can provide real value to people with IRS problems ✔ How to help themselves transform and improve their own lives by maximizing their earning potential. ✔ Show professionals how to market and add tax debt resolution clients to their practices.  

Two sons of Holocaust survivors, Michael Rozbruch and Amir Tiles sit down with psychotherapist Joel Schwartz whose grandparents are also survivors and they discuss the ripples of PTSD still felt today within the families, caused by the trauma.  Amir's father Melvin, an 85 year-old Polish survivor also joins them.

Far too many business owners and individuals are looking over their shoulders in fear of the IRS. If taxes have been limiting you, it's time to be proactive and break free from the crushingburden of financial woe. Michael Rozbruch, one of the nations leading experts in resolving tax problems, reveals inside secrets to tax relief.1. The 3 most important rights you should know as a taxpayer.2. How to get a fresh start even if you haven't filed your returns in 7 years.3. The IRS has over 148 different penalties they CAN hit you with, what some of them are,4. How to avoid an audit. If you get audited, how to end it quickly5. The IRS does make deals on taxes owed, including interest and penalties, how to get the deal!6. Penalties may be reduced to Zero if you have reasonable cause.Michael Rozbruch, founder and CEO of Tax Resolution Services and has over 30 years of corporate financial and tax resolution experience.

Far too many business owners and individuals are looking over their shoulders in fear of the IRS. If taxes have been limiting you, it's time to be proactive and break free from the crushingburden of financial woe. Michael Rozbruch, one of the nations leading experts in resolving tax problems, reveals inside secrets to tax relief.1. The 3 most important rights you should know as a taxpayer.2. How to get a fresh start even if you haven't filed your returns in 7 years.3. The IRS has over 148 different penalties they CAN hit you with, what some of them are,4. How to avoid an audit. If you get audited, how to end it quickly5. The IRS does make deals on taxes owed, including interest and penalties, how to get the deal!6. Penalties may be reduced to Zero if you have reasonable cause.Michael Rozbruch, founder and CEO of Tax Resolution Services and has over 30 years of corporate financial and tax resolution experience.

If you've ever had trouble dealing with the Internal Revenue Service, you need to listen to this interview with Michael Rozbruch. Michael is the CEO of Tax Resolution Services, one of America's largest tax problem resolution companies. He will explain the various ways to negotiate a lower tax bill with the IRS using Offers In Compromise. He also will explain payment plans offered by the IRS, how to deal with an audit, how penalties can be abated, how collections can be appealed, and much more. If you've ever thought you were powerless when dealing with the IRS, Michael will show you how to fight back and win!

If you've ever had trouble dealing with the Internal Revenue Service, you need to listen to this interview with Michael Rozbruch. Michael is the CEO of Tax Resolution Services, one of America's largest tax problem resolution companies. He will explain the various ways to negotiate a lower tax bill with the IRS using Offers In Compromise. He also will explain payment plans offered by the IRS, how to deal with an audit, how penalties can be abated, how collections can be appealed, and much more. If you've ever thought you were powerless when dealing with the IRS, Michael will show you how to fight back and win!