Roz Marketing Strategies September/ October 2018

O U T S ! Congratulations to the following members who mailed out their letters to their previous and existing client database: Paul Francetic, Keny Petit-Frere, Sheri Thomas, Anthony Mauriello, Jose Marquez, Spirit Seeker, Arlene Rheinfelder, Jose Ramirez, Dirk Danos, Kent Berkley, and Kenneth Smith!! Kudos to Dirk Danos for receiving $4,200 for a case evaluation and the filing of six returns! Congratulations to Dale Schwartzenhauer for adopting Value Pricing for your tax resolution cases, which is one of the easiest strategies to supercharge your profits® in your practice! Also, congrats on getting another CPA to refer clients to you because he’s uncomfortable doing tax resolution work. Good for you, Yolanda Leamon , for putting your Audit Protection Network plaque on your desk for all your clients to see! Thanks for sharing that your client who was in your office looked at it and purchased your Silver Plan — after you had already prepared their tax return! Congratulations to Peter Marchiano , his wife Jeanne, and their 13-year-old daughter, Jenna, on their growing family. They recently adopted two children: their son’s 4-year-old daughter, Ryleigh, and her 3-year-old brother, Ayden. They have been fostering the children since their son died in an accident 4 years ago. High-five to Victoria Blasiak who got her first Effective Tax Administration Offer in Compromise accepted! She settled the $300k amount owed to the IRS for $60k while the client had over $600k in assets! High-five to Gina Mewes for sending out her newsletters. Do you have a story or picture to share with us on something you’ve implemented, a client you helped with a tax problem, or anything else? If you do, email it to info@RozStrategies.com, so we can give a Shout Out to you!

888.670.0303 • 7

Made with FlippingBook Learn more on our blog