Michael Rozbruch, Author at CPA Trendlines

How to Pursue Federal Tax Lien Marketing

These are motivated clients.

By Michael Rozbruch, CPA
The IRS Audit Notice Checklist

What if the IRS actually published a list of all the names and addresses of the 13.2 million individuals and businesses that have been identified by the IRS that owe back taxes? For those of us who offer IRS representation services, we’d all be millionaires! It would be the “mother” of all lists as we would have a built-in lead generation source.

MORE: IRS Crackdown Spells New Opportunities for Tax Professionals | 2 Emerging Industries for Tax Resolution | 9 Secrets to Getting IRS Penalties Removed | KPIs That Accounting Firms Don’t Measure But Should | 10 Tips for Maximizing Referrals
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Needless to say, a list such as this would be invaluable to a practitioner starting (or wanting to expand) a tax resolution business. Unfortunately, the IRS doesn’t publish such a list. However, the next best thing DOES exist!

FEATURED

IRS Crackdown Spells New Opportunities for Tax Professionals

BONUS: Specific online and offline marketing strategies.

By Michael Rozbruch, CPA
The IRS Audit Notice Checklist

I don’t think there is a better time in the past eight years to get into the tax resolution business than now.

MORE: The 10 Most Important Words for Getting Retained | Why Are Artists and Tax Pros Afraid to Sell Themselves? | What Do Taxes and Wedding Dresses Have in Common? | 2 Emerging Industries for Tax Resolution
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I say it’s never been a better time because of the convergence of some key industry metrics and observations. It’s almost like a “perfect storm” given the IRS’s 2020 focus on increased enforcement.

PODCAST: Rozbruch interviews the widely known godfather of tax resolution, Robert “Bob” McKenzie, about what to expect from the IRS new compliance and enforcement initiatives, this year and beyond. Listen here: Podcast: Rozbruch interviews Bob McKenzie

Additionally, tax season is the absolute best of the year to market for tax resolution as taxes are top of mind with everyone, especially people who owe back taxes or haven’t filed their tax returns for several years – or both.

MARKETING & SALES

The 10 Most Important Words for Getting Retained

Also: What NOT to guarantee.

By Michael Rozbruch, CPA
rozstrategies.com

The 10 most important words that must roll off your tongue when it comes to asking for the “sale” must be part of your “close “repertoire. The 10 words are “What credit card do you want to put that on?”

MORE: Why Are Artists and Tax Pros Afraid to Sell Themselves? | What Do Taxes and Wedding Dresses Have in Common? | 9 Secrets to Getting IRS Penalties Removed | 10 Tips for Maximizing Referrals
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Let’s assume your marketing is working, the phones are ringing and you know how to screen the looky-loos and tire-kickers from qualified prospects because you have a phone script system. You’re scheduling appointments because you have a system and script for that too.
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FEATURED

Fear of Success

Selling is not just good business, it’s a moral obligation.

By Michael Rozbruch, CPA
The IRS Audit Notice Checklist

Earlier this fall, Roslyn and I attended a smooth jazz concert with a few of our friends. Roslyn is a big jazz fan, and I’m starting to get there, too.

MORE: What Do Taxes and Wedding Dresses Have in Common? | 2 Emerging Industries for Tax Resolution | Social Media’s Place in Your Marketing Strategy | KPIs That Accounting Firms Don’t Measure But Should | 10 Tips for Maximizing Referrals
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The show we caught, Dave Koz & Friends’ Summer Horns Tour, was part of an outdoor concert series, and the artists were incredible. Dave Koz was playing with other big talents, like Richard Elliot, Gerald Albright, and Rick Braun. It was fabulous – two hours of great jazz music that spanned from Duke Ellington to Kool & The Gang.
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CHECKLIST

What Do Taxes and Wedding Dresses Have in Common?

3 takeaways you can use right now.

By Michael Rozbruch, CPA
The IRS Audit Notice Checklist

This past spring, Roslyn and I flew out to New York to visit our daughter. Erica got engaged over the holidays, which means she and Roslyn are in full wedding planning mode. While we were out there visiting, Erica scheduled an appointment to look at wedding dresses with Roslyn at Kleinfeld Bridal.

MORE: 2 Emerging Industries for Tax Resolution | 6 Secrets to Getting Great Testimonials | Social Media’s Place in Your Marketing Strategy | KPIs That Accounting Firms Don’t Measure But Should | 10 Tips for Maximizing Referrals
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If you haven’t heard of this bridal boutique before, you may have heard of the reality show set there called, “Say Yes to the Dress.” You can Google it if not.
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Michael Rozbruch

MORE AT STORE.CPATRENDLINES.COM

Michael Rozbruch, CPA, is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, which trains and helps other CPAs, attorneys, enrolled agents, and other professionals build highly profitable practices through proven marketing systems and practice management strategies. As a Certified Tax Resolution Specialist and CPA, he has represented thousands of taxpayers.

Get Michael Rozbruch's free download:
16-Step Checklist: How to Respond to an IRS Audit Letter or CP2000 Notice

An unconventional CPA (licensed in Maryland) himself, Michael helped pioneer the tax resolution industry in 2001. 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, and is the president of the prestigious National Association of Tax Resolution Companies. Michael is a member of the CPE committee of ASTPS, has been featured numerous times as a 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.

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 over 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.

Follow Michael on Twitter and connect on LinkedIn.

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