OUTS ! Happy Birthday to Our Members!
Kudos to Logan Allec for motivating his newest tax preparer with a 10% commission, resulting in the preparer closing a sale with a client who paid the $12,500 fee in full. Way to go Helen Ogbu for negotiating a $62 per month Partial Pay Installment Agreement for a client who owed $170,000! This is a huge savings to the client … better than an OIC settlement!
Kudos to Randy Martin for going on WBAP, the News and Talk radio station, and talking taxes.
Congrats to Steve Calvar for securing his first tax resolution client.
Kudos to John Behrle for retaining his first client from his PTIN mailings. Keep marketing to the PTIN List!
High five to Erika Jones for securing a client for a Streamlined Installment Agreement.
Way to go, Steven Rhoden and Jason Willard , for mailing out your referral letters.
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!
888.670.0303 • 7
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