O U T S ! Congratulations to Charles Montecino’s firm, Montecino & Ciaccia, for being ranked as the No. 10 CPA firm in Southern New Jersey by South Jersey Biz Magazine! Way to go Sharon Moser Lewis for closing your first (but not last) $20,000 fee case! Congratulations to Dianne Jennings for being retained by your first tax resolution client! High fives to Robert Bills, Maurie West, Norlyn Michel, Robert Korpas, Joseph Kabamba, W. Scully, Jose L. Diaz, Al Malone, and Joseph Becker for mailing out your referral letters and brochures. Keep up the good work! Good job on sending out your newsletters, Evelyn Saunders! Nice touch on your personalizing the design! Kudos to Lillian Bowman for getting a New York State (NYS) offer in compromise accepted — which is very hard to come by — for her client who owed NYS over $114,000 and was approved to pay $22,000. Do you have a story or picture to share with us on 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 us at Info@RozStrategies.com and we will give a shout out to you!
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