Rajneet Kaur, Founder’s Mastermind Member Member Spotlight:
LifeBack Tax Services is more than a corporate name. For the company director, Rajneet Kaur, LifeBack describes her mission to help people who are struggling. “I’m very passionate about the tax resolution industry,” she says. “I want to help people resolve their taxes and get their life back.” Rajneet and her family immigrated to the United States from India when she was 11 years old. Her strong work ethic and drive to succeed were evident from the time she was a young girl. She went from entering school in California as a student who didn’t speak English to graduating from high school as valedictorian and had her MBA by the time she was 22. But that’s not all; she also gained several years of experience working as an intern with Michael at his tax resolution practice while she completed her bachelor’s degree. “My goal was to become a CPA, but life happened,” she says. “I met my husband, got married, and had our daughter when I was 23. I went into private accounting and absolutely hated it. So, I went back to the resolution industry because I thoroughly enjoyed it and my skills are in financials. I learned at Michael’s company that the basis of all IRS collection cases are the 433A’s and cash flows. I ended up choosing to become an enrolled agent, and later I became a certified tax resolution specialist.” After working for other tax resolution companies, Rajneet’s extensive knowledge and experience in the industry led to her being handpicked to direct LifeBack Tax. Rajneet paved the way for success for LifeBack Tax. One of her favorite client stories
she likes to share came early in her practice. “My elderly client owed the IRS about $96,000. He signed a waiver extending the CSED with a revenue officer when his daughter had cancer — because at that time his daughter was all that mattered to him,” Rajneet recalls. “The original tax was paid off, so this amount was all just interest and penalties. He was stuck on a payment plan for $200 a month, and he didn’t miss a single payment. We submitted an offer in compromise, and we were able to get it accepted for $6,000.” In the beginning of running LifeBack Tax, Rajneet says it was a struggle, but her Roz Strategies membership helped her each step of the way. “I didn’t have an assistant, so I was doing everything,” she says. “As I learned about the laws and rules, my confidence increased. And of course, Michael was there to help all the time. Knowing I have a go- to person really helps.” She shares that she’s also grateful for her staff. “I have some very loyal employees who have been with me for about six or seven years now,” she says. “Knowing I can count on them and throw my work on them, it’s been great.” Rajneet is always pressing forward and joined Michael’s new Founder’s Mastermind to help grow LifeBack Tax. “What we are doing currently, it works. It’s profitable,” she says, “but to take it to the next level, I need Michael’s expertise on marketing, radio, back- end office work, and technical training.” Rajneet brings the same drive and work ethic to her family as she does to LifeBack Tax. She and her husband Navdeep have two children: daughter
Rajneet with her husband, daughter, and son.
Nimran and son Navneet. She says, “I wake up at 5:30 every morning and get my kids ready for school. Right now, they’re home because of the pandemic. I pack my husband’s lunch every day because I don’t like him eating out. I’m not very fond of eating out, even for my kids, so the rule is once or twice a week max because I feel like a home-cooked meal is the best meal.” In Rajneet’s spare time, she likes spending it with her close friends, watching Netflix, and traditional Indian dancing with her husband. “I think I’m the happiest when I’m on the dance floor. My husband and I both love dancing. In India, weddings are really huge, so whenever there’s a close family friend who is having a wedding, often my husband and I end up performing. So, it’s a lot of fun.”
4 • www.rozstrategies.com
Made with FlippingBook - Online catalogs