O U T S !
Congratulations to Kassi Sikes, who recently passed the third and last part of the EA exam! She’s a brand-new EA! Way to go, Charles Montecino and Megan Ciaccia , for being listed as No. 13 in the Best Accounting Firms list of South Jersey Biz Magazine. Kudos to Allan Pearlman for getting an Innocent Spouse for his client through the IRS and New York state and saving the client $500,000! High-five to Ben Butterfield, Lacey Riley, Patricia Beckwith, Dorit Dimand, Jack Burt, Katharine LaBoda, Phillip Foster, Richard Ferretti, Rev. Cedric Alexander, Victoria Hayes, Jesus Abikarram, and Edward Hamilton for sending out their referral letters and brochures to their existing and previous database! Other high-fives to Keith Duke Jones and Richard Ferretti for taking action and implementing the social media and blog posts! And to Philip Hebner and Patricia Beckwith for mailing out your newsletters! Congratulations Patrick Noone for getting an $1,800 fee (10% success fee) on negotiating and removing $17,855 worth of IRS penalties on a phone call that took 30 minutes! That’s what I call value pricing! 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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