Roz Strategies - March/April 2023

Congratulations to Frances Tomes for following Michael’s advice and ramping up her marketing during the so-called “slow season” and closing nine clients totaling $85K in fees in five weeks! Keep the pedal to the metal and don’t let up! Kudos to Patrick Noone for signing four new clients in one day with a combined IRS balance due of $700,000 and loving to represent people who owe money to the IRS! Congrats to Randall Brody for retaining four clients in one day and sharing that three came from stealth letters that were sent months prior and one came from an organic search. Keep mailing out those letters! Way to go, Joe Aguilar , for reducing your client’s tax debt from $207,621 to $119. Amazing settlement! Congratulations to Melinda Tolbert for taking the plunge and hiring her first employee who is an enrolled agent. Kudos to Tracie Lowe for creating Tax Tip Tuesday, a Facebook event that takes place on the first Tuesday of every month. Congratulations to David Rappaport for removing $600,000 of IRS tax debt and penalties as well as a New York state liability of $250,000 using Innocent Spouse Relief for his client! Kudos! SHOUT

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of people don’t know about our Founder’s Mastermind program. The first year we weren’t sure how it would play out, but now we’re in our third year, and we’ve realized with this program, we’ve seen more people engaged in the virtual immersion days, trainings, etc., and we’ve seen this group succeed in a very wonderful way. Many of the people are still in the program from the first year! I’ve also seen many of our members connect with other members and meet up at other learning events. So, this year we took it to another level, and we’re holding an exclusive two-day, in-person event for only our Founder’s Mastermind members. This June, we’re hosting a magical marketing event at Disney’s Epcot, where they’ll learn how to implement Disney’s marketing strategies in their own businesses.

The reason I’m telling you about our Founder’s Mastermind is because if you have any interest in knowing more about it, scan the QR code or contact Becky by

emailing her at Info@RozStrategies.com or calling our office at 818-973-2733, and we’ll mail you out an information package that tells you everything about the program. If you want to succeed, you should be comfortable with being uncomfortable. If you’re not already asking yourself, “How can I get outside of my comfort zone and take my tax resolution business to the next level?” now is the time to start. I know firsthand that most success comes from getting out of your comfort zone. I’m nudging you to get out of yours. If you want to increase your tax resolution business, you should consider joining our Founder’s

Mastermind group. But the first step is to learn more about it and ask for an information package. Dedicated to your success, –Michael Rozbruch

6 • www.rozstrategies.com

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