Roz Strategies September October 2019

John Turner, CPA Member Spotlight

John Turner had an“aha!”moment over a year ago when he attended one of Michael’s online classes. He had been practicing public accounting since 1989 and had dabbled in tax resolution, but it wasn’t until last year that he realized the full potential of helping his clients solve their IRS problems. “On and off, I’ve helped clients with installment agreements,” John acknowledges, “but as far as tax resolution as a specific part of my business, we’ve been doing that since I attended Michael’s online class, invested in the Tax Resolution Domination System and Toolkit, and attended the Success Summit in Austin summer of 2018. Before that, any time I had something like an OIC, I would give a local tax attorney a call and send him a referral. Michael showed me that I was giving a lot of money away!” John shares howmuch knowledge and confidence he has gained as a Diamond Insider’s Circle Member.“The biggest challenge was learning how to do the representation work,” he says,“but you take it one step at a time. You learn a little bit; you practice that, and then you look for the next thing you can learn.”He also appreciates the networking opportunities with fellowmembers at Success Summits and other live events.“One thing that struck me about this business is that most people are pretty open about sharing what’s working for them,”he says. One success strategy John has learned fromMichael and implemented is using the fee schedule and charging appropriate amounts for each service he provides.“I was way underpricing,”he admits.“I was going off of an hourly rate, and if I did a tax resolution case where the client owed the IRS $12,000, I was getting something like $575—whenmy average tax return was $650!” Having a degree inmarketing has served John well in obtaining new clients for tax resolution.“My first degree was inmarketing,” he says.“I hated accounting when I was an undergrad and swore I’d never do it for a living. I started selling computer accounting systems, so I was cold-calling all the time, and it just wasn’t fun. But part of my training was to install the accounting systems, and I really enjoyed that aspect of it.” Everything has come full circle for John, frommarketing to accounting tomarketing again.“That marketing training is now coming back tome, and I don’t knowwhich I like the most, actually doing resolution work or doing the marketing for it, because I enjoy themboth!”John does most of his marketing via radio as a guest on call-in shows about taxes. In addition to

producing great leads for his tax resolution business, he says the shows give him an opportunity to help people find answers to their tax questions. Besides experience inmarketing and accounting, John also has some experience with collections.“Back inmy college days, I did debt collection for Sears and Roebuck,”he explains.“I speak Spanish, so I made calls to Hispanic people who didn’t speak English. I offered them installment agreements. If the payment was $100 a month, I’d get what I could, say $10 or $25 a month.” John liked helping people back then, and he likes helping them now.“There are a lot of charlatans out there,”he declares.“I can’t believe the number of clients who tell me someone took their money and didn’t do anything to help them.” John is a native Texan, but his dad’s job as a mechanical engineer with an oil company moved the Turner family to Venezuela before John was 2. When they returned to Texas 10 years later, John was bilingual and happy to have friends from many different cultures.“The school I attended had children from literally all over the world,”John recalls.“I’m really thankful that I had that experience early and saw people for who they are. We all have the same struggles.” John and his wife of 47 years have three children and nine grandchildren, and they recently welcomed a new fawn- colored puppy, Buck, into the family. In his spare time, John loves to fish for bass, and like any good fisherman, he can tell a great fish story. “My best day, I caught 46 bass that ranged anywhere from 2-1/2 to 4-1/2 pounds,”he says. “I have a witness. I caught 46. He caught 48. We both had a really good day. They were big fish, too!”

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