Roz Marketing - May/June 2023

from a nonlicensed preparer who said that based on her marketing and answering her phones, he feels comfortable sending clients to her. Congratulations to Teresa Almanza for implementing the Client Care Package and receiving an extra $5,000 in passive income within the first month of implementation. Kudos to Eugene Ganeles and John Williams for mailing out your referral letters. OUTS !

Happy Birthday to Our Members!

Do you have a story or picture to share with us about 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 Info@RozStrategies.com, and we will give a Shout Out to you!

888.670.0303 • 7

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