Roz Marketing July/August 2017.

O U T S !

Michael recently released his new product, the Audit Protection Plan (APP) System and Toolkit, this past January at our Marketing and Technology Extravaganza in Orlando, and he also hosted a webinar for our members. We’ve been getting some great feedback from those who implemented it, telling us that they’ve seen a nice ROI. Here’s a shout-out to a few of our members who have shared their success with us! Congratulations to Chris Churchwell , who collected an additional $60,000 this tax season from implementing the APP in his tax practice! He experienced a nearly 90 percent client participation rate . Way to go, Chris! Congratulations to Jeffrey Schneider , who had 88.8 percent of his clients take the APP. Kudos to Gay Geurin for passing her CTRS! Way to go! Well done, Peter Marchiano , who was retained by three new tax resolution $30,000! Peter collected $15,000 in fees up front with $15,000 in future recurring payments. He also did 106 tax returns in the same period, working 75 hours a week. The fees from the three tax resolution clients are about the same that 106 tax prep clients generated. Amazing! Peter is more excited than ever about the tax resolution business and is refocusing all his efforts and marketing toward tax resolution. clients in one month, using the Domination System for a total of

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