O U T S !
Congratulations to Alfred “Fredo” Mercado for passing the SEE exam and becoming an Enrolled Agent! Congrats to Toni Cruz for setting up a separate entity for your tax resolution business and a separate website for it. And kudos for getting your first tax resolution client! Kudos to Joe Gray for having the confidence to charge the fees you deserve and work with the clients you want, and best of all, figuring out how to be successful while having more time for yourself!! Congrats to Allan Pearlman for getting his New York State offer in compromise accepted for $34K for his client who owed $88K. NYS hardly ever accepts offers! Kudos to Peter Marchiano for supercharging his profits in 2018 and making an additional $166,000! $127,000 in tax resolution fees and another extra $39,000 with your audit protection plan! This is in addition to Peter’s regular tax and accounting business. Keep up the good work and helping others! Do you have a story or picture to share with us on something you’ve implemented, a client you’ve helped with a tax problem, or anything else? If you do, email it to info@RozStrategi es.com so we can give a Shout Out to you!
888.670.0303 • 7
Made with FlippingBook - professional solution for displaying marketing and sales documents online