Roz Strategies - March/April 2023

High-five to Darlis Malindi for signing her first resolution client. Way to go, David Tudor , for winning a hard- fought appeal with the Montana Department of Labor and Industry on behalf of his client! Job well done! Congrats to Guy Finocchiaro and Logan Allec for being quoted in the US News online article, “10 Tax Credits You May Qualify for This Year.” Nice going! High-five to Amit Chandel for his company, Focus CPA Group, being identified as one of the Best Accountants in Brea, California, by Expertise.com. Well done! Kudos to Steve Calvar for his interview on Spanish radio in Miami resulting in two consultations. Nice work! Kudos to Franklin Sofi and Jennifer Hayes for mailing out your referral letters. Keep the momentum going! 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! OUTS !

Happy Birthday to Our Members!

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