Jonathan Donenfeld, CPA Platinum Mastermind Member Spotlight
After spending the first decade of his career in tax, accounting, and finance, Jonathan Donenfeld found a niche like no other: tax resolution. On the first case he worked, he had a client who owed over $200,000 to IRS, and he was able to settle for $25,000. “He was the happiest I’d ever seen a client. I’d done thousands of tax returns, and no one had ever been that happy. It was a great feeling.” Jonathan is the president and founder of JLDTax Resolution Group, a New Jersey- based firmwith offices that look out at over Manhattan and theWorldTrade Center. He began his career as a clerk on the floor of the NewYork Stock Exchange. Several years later, he transitioned to working as an accountant with top accounting and consulting firms in New York City and New Jersey. During this time, he earned a master’s in accounting and his CPA credential. In 2015, he started his own practice. “I had done some resolution work inmy previous jobs and a little bit onmy own,” Jonathan says. In 2018, he decided to focus on helping individuals and small businesses resolve back tax issues.
clients, and I use whatever I can get from him.”
Two of the strategies Jonathan uses the most that have been helpful to him are the intake script for speaking with clients to obtain their financial information and the follow-up system to continue to reach out to prospects who do not sign up right away. “You just have to put in the time, effort, andmoney,”he says. All of Jonathan’s efforts are paying off, as he’s on track to do well over seven figures this year just from tax resolution. Jonathan shares a recent success story about a doctor who came to him and owed over $2 million. The doctor was being pursued by the IRS, the state of New Jersey, and the state of NewYork. Jonathan was able to set up payment plans with both states, and he negotiated a great settlement with the IRS via a partial-pay installment agreement. “The client is super happy. The CPA who referred him is very happy. It took a long time and was a lot of work, but we’re very happy with the results,”Jonathan says. Jonathan says it’s challenging dealing with the IRS because not only do clients have different issues to deal with, but laws and procedures are also always changing and every agent is different. “Some of the agents are better than others, so you have to figure out how to deal with all of them,” he says. “But overall, it’s a great field, and I really love doing it.” Jonathan is married to Alexandra, and they have two children, 5-year-old Elsa and 2-year-old Manny. Having two young, active, and rambunctious children keeps Jonathan very busy. “Pretty much, my life is tax resolution and spending time with my wife and children,” Jonathan says with a laugh.
conference. Jonathan had discussed a case he was working on with a friend, and the friend recommended Jonathan attend the conference. “During that conference, I heard some of the people talk about Michael Rozbruch. I looked himup on the internet and then eventually bought his Domination Kit.” In the beginning, Jonathan used the tools and strategies here and there, but when he realized how well Michael’s System andToolkit worked, Jonathan went all in. Using direct mail to get referrals is one of the strategies Jonathan is using with success that was a surprise to him. “Direct mail is something I had never thought of — I thought technology, computers —but I started to do that and get some responses,”he says.
This focus on tax resolution came when Jonathan attended his first tax resolution
‘Direct mail is something I had never thought of — I thought technology, computers — but I started to do that and get some responses,’ he says.
When asked what is working best for him now, Jonathan has a quick answer.
“Well, it’s everything. With Michael, he gives you a blueprint. You have to learn and study what he gives, then you practice it, use it, and continue to use it. It works over time. He provides a lot of guidance, a lot of different ways to generate leads, the way to work with
4 • www.rozstrategies.com
Made with FlippingBook Ebook Creator