S H O U T
Kudos to Zeb Elkinton for playing the long game and being strategic in settling his client’s $142,000 tax bill with an OIC for ONE DOLLAR ($1)! Now that’s what we call negotiating! Congratulations to Sherry Borshoff for taking on the role as education chair for the Indiana Society of Enrolled Agents. Way to go, Jonathan Donenfeld , for resolving two amazing OIC cases. The first client had a $90,000 tax debt, and the case was settled for $400. That is a 99% savings for the client! The second client had a tax debt of $144,000, and he settled the case for just ONE DOLLAR. That is a 99.9% savings for the client! AMAZING! Congratulations to Tracie Lowe on selling the entire case at the initial consultation and receiving a check for the full amount of $7,950. High-five to LuSundra Everett , Joaquin Torres, and Louise Hartford for securing new tax resolution clients.
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done by an expert. You’ll also free up time to focus on the area where you’re the superhero: either generating leads, talking to prospects, or doing case work. Your “who” doesn’t need to be a new full-time team member. They can be a part-time worker, an independent contractor, or anything in between. What matters is that they’re a lot better than you are for the task at hand. I hire “whos” all the time. Last year, when we threw our first virtual Tax Resolution Success Summit, we hired Bari from Sage Event Productions, a “who” to plan our event. Virtual conferences were uncharted territory for Roslyn and me, but Bari is an expert on live and virtual event planning. She did a better job than we ever could have and made the event stress-free on our end. 3. Get out of your comfort zone. You might already feel like you’re outside of your comfort zone, but the truth is that overwhelm is often an unwelcome but invited guest. Don’t be afraid to grow your tax resolution practice. You might be uncomfortable implementing new marketing ideas, but you have to start somewhere. It seems counterintuitive, but the best time to invest in yourself or your business is when you feel like you can’t afford to. Trust me — once you hire a new employee on the payroll, pay for a coach, or have an independent contractor locked in, you’ll find the motivation to push forward and generate more income. Start with baby steps. Creating a job listing or making a phone call will help get you out of your rut. This tax season, don’t let overwhelm hold your business back. Use these three strategies to remove that roadblock and reach your next level of growth.
–Michael Rozbruch
6 • www.rozstrategies.com
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