FOUNDER’S MASTERMIND MEMBER SPOTLIGHT Daniel Cotts, Attorney
For Daniel Cotts, the question was never if he would work in tax resolution, but instead, how to break into the industry. Daniel has loved tax since law school back in the ‘90s. “I excelled at that. I mean, I killed it. And we didn’t really talk about resolution,” he said. But Daniel knew the IRS was sending out notices, and that people were representing those people; he just didn’t know how to attract or represent clients who owed money to the IRS. “I thought you had to be like an attorney at a big firm or something to be able to do that. And I wasn’t getting hired by any big firms,” he said. Then, around 2019, he moved to Corpus Christi and shared an office with a CPA who also contracted Daniel to do some work for him. The goal was to work with the CPA for a year before striking out on his own. However, Covid hit, and Daniel spent two years focused solely on PPP loans. In March 2022, Daniel’s contractor reminded him of their agreement and for Daniel to go out on his own. That same month, a business associate sent him a link to a Roz Strategies Masterclass. “I watched the whole thing, and I said, this is what I really want to do … I’ve got to do this,” and he purchased the Tax Resolution Domination System and Toolkit®. By July 2022, Daniel’s contract was terminated, and much like Hernan Cortes, who burned his ships in 1519 to signal to his 600 men arriving in the “New World,” there would be no turning back. The same was true for Daniel, who decided he was going to make this work. He said, “I was panicked for a while … If I hadn’t
found Roz, I don’t know what I’d be doing. I might be living under a bridge.”
Daniel signed up to attend the Tax Resolution Success Summit in August 2022 and loved everything he was learning. At the end of the Summit, he made the decision to join Founder’s even though he had zero tax clients and tax resolution experience but he decided, “If I am going to do this, I am going to do it 100%”, he said adding, “I felt like I NEEDED to do this.” In the beginning, one of his biggest challenges was where to find clients. He mailed letters to both the PTIN and Lien list and received his first client from a lien letter. Daniel said it was slow at first. Despite the slow start, Daniel, who describes himself as an eternal optimist, said he felt like it was going to work. He decided to invest in Google marketing, which is the marketing strategy that has worked best for him. By March of 2023, he had $14,000 in sales. “I was like $14,000; that’s amazing. And then, in April of last year, it went up to $22,000. Holy cow. And May it got even better, and then June it got even better,” he said. Another challenge he faced was the paralysis of analysis. “I try not to take on things I’m uncomfortable with because I don’t want to mess anything up.” He was able to overcome this once he realized that being in the Founder’s Mastermind was a safe space to ask questions. He figured, “If I have the question, probably somebody else is wondering this, too,” so he began asking questions during the Immersion days, other trainings, and in the Founder’s Mastermind Facebook
page. Daniel said, “People say to me all the time, ‘Thank you for your question. I was trying to figure out the same thing.’” Daniel’s optimism has served him well, especially after a severe traumatic brain injury from a mountain bike accident in 1999 required him to relearn how to walk and talk. “I always thought I was going to get better, 100% ... and so I made a ‘medically miraculous’ recovery according to highly qualified neuropsychologists.” While he still has issues as a result of the injury, he believes his optimism and belief that he was going to get well played a huge role in his recovery. Daniel loves resolving clients’ tax problems. “It’s an incredible feeling … It feels fantastic because the IRS is out of control,” he said. His skills have led to success for his clients. One client, whom the IRS claimed owed $216,000, had not reported the sale of his house, making it appear he had $600,000 in unreported income. Daniel reduced his balance to zero. “He wrote me a beautiful review,” Daniel shared. Daniel is also excited about the future of his business. “If I can keep this momentum going, the world’s open to me. I always dreamed about making a half-million dollars a year, and if I can keep this going, that’s where I’m going to be, or even more in 2024.” In his free time, Daniel likes to go fishing, play poker, and is active in his church. He also has two daughters, Shannon, 24 and Katie, 16.
4 • www.rozstrategies.com
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