Roz Marketing - July/August 2023

Congrats to Timalyn Bowens for resolving her client’s payroll case by putting it into currently not collectible status since her client’s partnership ended and dissolved before the notices started coming in. Timalyn was able to negotiate with the IRS and have $4,800 in penalties removed, the Trust Fund Recovery Penalty removed, and also $33,419.81 in currently not collectible. It took two years and three Revenue Officers, but Timalyn’s persistence paid off! Kudos to Valerie Underwood for signing her first client. This is just the beginning! Congrats to Deltrease Hart-Anderson for mailing out her newsletters — they look great! Keep mailing them out! High-five to John Sterbick , Salvatore Armao , and D. Lavelda Davis for mailing out your referral letters. OUTS !

Happy Birthday to Our Members!

Do you have a story or picture to share with us about something you’ve implemented, a client you’ve helped with a tax problem, or anything else you’d like to share? If you do, email it to Info@RozStrategies.com, and we will give a Shout Out to you!

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