SHOUT Congratulations to Greg McCauley for retaining 2–3 clients a week through his marketing efforts and for recently selling a $60,000 case! That’s awesome and what we call Supercharging Your Profits®! High-five to Sharon Lewis for abating $23,000 in taxes for her client and for also receiving a refund of $4,000 for the same client, for a total tax adjustment of $27,740. Kudos to Patrick Noone for having great success with his local radio advertising and signing up five clients from those ads in one day! Way to go, Tracie Lowe , for saving your client $12,000 in a one-minute phone conversation with the IRS. Congratulations to Jesus
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I had to write up and send a nine-page fax to the California Franchise Tax Board to get the error resolved. In the end, as I already knew, I didn’t owe anything. However, it was a huge distraction that sucked up several hours of my time. If this mix-up happened to me, it’s probably happening to thousands if not millions of taxpayers across the country right now, or it’s going to appear as a problem soon. Imagine how your clients would feel if they got the letter I did in the mail. I wasn’t worried and actually felt confident and welcomed resolving this issue, since I personally resolved over 2,000 cases on my own when I owned my tax resolution practice. The clients you file for won’t have the expertise to find the problem, talk to six different people until they get to the right one, and write up a nine-page fax with supporting documentation proving they’re “innocent.” They’ll need you to do that for them — so get ready to step up and help. In fact, I’d recommend doing more than that. You can actually get ahead of this problem and increase your tax resolution revenue with three easy steps. 1. Review your client list and look for all of the Subchapter S Corps you filed for 2021. 2. Identify the Subchapter S Corps where you also took the Pass- Through Entity (PTE) reduction. 3. Contact those clients and see if they’ve gotten notices like mine from their respective states. If they have, offer to fix the problem for a fee!
Abikarram on being elected Vice President for the Florida Society of Enrolled Agents (FSEA). Congrats to Ben Butterfield for signing 3–4 new clients a month by implementing marketing strategies. Keep up the good work!
Jesus Abikarram being sworn in as Vice President of FSEA
Hats off to Melinda Tolbert for an inspiring writeup of your personal and business journey in the Voyage ATL . Way to go, LuSundra Everett , for officially separating your tax resolution business from your tax prep business and creating EST Tax Relief. Kudos to William Harmon for signing three clients in one week. Congratulations to Michele Harris, Hassan Muhammad , and DeAnna Jacobs for signing their first clients.
LuSundra Everett and Yvette Best attending FSEA Conference
If you do this, you’ll become a hero to your clients and bring in thousands of
dollars of tax resolution business. It’s win-win for everybody except the IRS — just the way we like it.
–Michael Rozbruch
6 • www.rozstrategies.com
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