Roz Strategies - May/June 2024

High five to Joaquin Torres for promoting his tax resolution services. A friend noticed his Facebook posts and referred Joaquin a client who owed over $100,000 to the IRS. Congrats to Lisa Madia for securing her first tax resolution client. Kudos to Diane Mumma-Wakabayashi for passing the EA exam and becoming an Enrolled Agent! Way to go, J. Kevin Benjamin , Steve Calvar , Rona Durandisse , and Regina Jackson for mailing out referral letters. High five to Gerald Castillo for sending out the letter to his existing and previous clients introducing IRS Representation Services. 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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