Roz Marketing - March/April 2021

Antonio Nava, EA Platinum Mastermind Member Spotlight

Antonio Nava, EA, president/CEO of Pacific Tax Solutions in Orange County, California, believes in hard work and learning all he can—and he does both. Antonio’s work ethic and philosophy of life served himwell when he moved fromMexico to the United States as a young husband and father. “I came to the U.S. at the age of 26, and here is what I learned: Everybody gets paid according to the value you bring to the marketplace,” Antonio says. “When we came to the U.S., the only work I found was to work as a dishwasher. Why? Because I didn’t know anything about the language, the culture, didn’t have friends, didn’t have relatives, didn’t have anything. So, what value could I provide?” But Antonio worked hard. “I started as a dishwasher, and four years later, I was the general manager,”he says. “Five years later, I moved to run another restaurant.” While managing a busy restaurant, Antonio attended college and earned a certificate in accounting. When the restaurant sold one month before he completed his course, Antonio had a decision tomake: Seek another management position at a restaurant or strike out on his own in the world of tax prep. He chose the latter. Today Antonio is involved in five family-run corporations, in varying degrees, that include insurance, tax preparation, financial services, a business school, and his tax resolution firm. About five years ago, Antonio decided to focus his practice on tax resolution and became an enrolled agent. Around that time, he also connected with Roz Strategies. “I knew I could represent clients with tax liabilities, but honestly, I

didn’t know this market existed the way it does,”Antonio recalls. While attending a tax resolution conference, Antonio and his daughter Karina attended Michael’s session. They liked what they heard and invested in Michael’s program. When Antonio’s daughter Laura earned her CPA, she took over the accounting and tax preparation side of the business, and Antonio began focusing on tax resolution. Antonio and Karina attended the Tax Resolution Success Summit in 2016, and they haven’t looked back. “When I met Michael, everything changed,” Antonio says. “He knows the technical stuff and he knows the real stuff, which is the marketing. I started to apply everything I learned from him—marketing fliers, radio, and following his advice.” preparers. “A large percentage of Spanish-speaking tax preparers are not licensed, and I decided to provide value to themby providing training,”he explains. “I started to promote my tax resolution business in a different way. For example, I taught a seminar on due diligence, and over 400 tax preparers signed up. After two hours of training, I promotedmy tax resolution business. Every time I do that, my telephone rings a lot with referrals.” Antonio discovered a niche in the Spanish-speaking community of tax When they call, Antonio doesn’t solicit clients from tax preparers. Instead, he offers his tax resolution services to the tax preparers. Antonio explains it like this to them: “I don’t want your clients. I just want to work with you. Introduce me to clients as the person on your teamwho has experience in tax resolution. You keep your clients.”

Antonio Nava with wife Silvia and daughters, Karina & Laura

Even though he has people to work the cases, he still enjoys the challenge of sometimes resolving some himself. One stands out in particular. A commercial truck driver contacted Antonio because he had a $250,000 tax liability and the IRS had revoked his passport. Without a passport, he couldn’t renew his commercial driver’s license. Without a license, he couldn’t work and pay his tax debt. His numerous calls to the IRS and State Department of Revenue were unsuccessful, but Antonio was able to put him into a“currently non-collectible” status and save his passport frombeing revoked so he could renew his license and return to work. Antonio is grateful to have his entire family involved in his businesses: his wife, Silvia, and daughters, Karina and Laura. Prior to the pandemic, Antonio’s family enjoyed frequent international trips, especially to Italy, Spain, and his home country, Mexico. Even now, he says they plan to take off one week per month to enjoy time together. “Working every day together is not enough,” he says. “Of course, right now we have to stay home, but if we have the small opportunity to go out, we just go out!”

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