Congratulations to Tracie Lowe for closing $75,000 in fees in four days, including one client for $56,000! That’s awesome! Kudos to Greg McCauley for signing 30 new clients in 30 days. Wow! High-five to Randall Brody for having his tax resolution article, “Give Your Clients Peace of Mind: Exploring Tax Resolution Options,” featured on the front page of the NAEA journal. Nice going! Way to go, Jennifer Walker , for correcting her client’s IRS balance of $226,000. Now, the client is receiving a refund of $1,290.99 from the IRS. Congrats to Douglas Dick for having his client’s case reviewed by IRS Chief Counsel. Now, instead of his client owing the IRS $60,000, the IRS will be refunding his client $13,500 plus interest. Way to go, Kristen Cunningham , for retaining her second resolution client. Kudos to Rhonda Saucedo for sending out her PTIN letters and receiving a call SHOUT
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Joining our Founder’s Mastermind is a leap of faith. There’s no way to know exactly what the end result will be, but I can guarantee that when an unknown issue pops up, your fellow members will be there to help you work through it and find success. We did this recently for two members: Douglas Dick, EA, and Melinda Tolbert, EA. Douglas took on a case he wasn’t quite sure how to resolve for a client who owed more than $60,000. He was nervous about going in blind, but after getting one- on-one coaching through the Founder’s Mastermind, he gained the confidence he needed. Douglas went toe-to-toe with the IRS, and in the end, his client got a refund check of $13,500, plus interest! I’m proud of him for taking that leap of faith. Melinda Tolbert, a newly minted EA, took her own leap when she took a case for a client who owed over $1 million to the IRS. Thanks to a specific free structuring strategy she learned in the Founder’s Mastermind, she obtained a $100,000 fee from that client without any pushback. Melinda has now moved up to the Platinum Mastermind. Wins like that are possible when you go after what you want and need instead of procrastinating. The opportunity to join our Founder’s Mastermind is coming up in a few months at our Virtual Tax Resolution Success Summit from Thursday, Aug. 24–Saturday, Aug. 26. If you’re interested in joining, don’t miss that opportunity!
The summit is still a few months away, but you can start the process today if you haven’t already. To find
out all the details on the Founder’s Mastermind, scan the QR code or contact Becky
(Info@RozStrategies.com, 818-973-2733). We’ll mail you an information package with everything you need to know before you take your leap of faith. –Michael Rozbruch
6 • www.rozstrategies.com
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