Roz Marketing March 2018

S H O U T

High-five to Jeff Johnston for sharing his success rate with his APP mailing. Most of the mailings contained the Correspondence Protection Plan and the Audit Protection Plan. Jeff has been pricing IRS correspondence from $99 to $199 per return, and audit protection from $99 to $399, depending on the complexity of the return. A typical $997 tax return has a $99 CPP and a $199 APP fees attached to it as optional fees. Jeff said, “So far, the APP results are HUGE! As in Bernie Sanders’ H-U-G-E!” A BIG Congratulations to Jeffrey Schneider for being appointed by the IRS to the Internal Revenue Service Advisory Council (IRSAC)!! Way to go, Jeff. Congratulations to the dozens of you who have sent out your APP Brochures and Sales Letters, and shoutouts to: Diane Lash, Barbara Ann Mills, Sherry Borshoff, Ron Friedman, Mendy Owens, Pam Jipp, Kevin Huston, Lillian Bowman, Raul Torres, Roy Escosar, Mary Ann Bone, David Behr, Stacy Sand, Peter Philando and Matt Previte for sharing that they mailed them out!

Thank you to Carlton Perkins for sharing that not only do we support our members in helping them grow their businesses, but we also help our members when they are left in the dark! Carlton was attending a seminar and sitting next to Pam Britz when the lights went out in the hotel. Luckily, Pam had her Roz Strategies keychain with attached flashlight, and was able to see the material they were studying until the lights went back on. LG Brooks was the speaker — we know LG is an electrifying speaker — but this time he blew the lights out! A special thank you to Steven Rosenbaum for summarizing the 2018 Tax Reform Act and posting it in the Audit Protection Network Members Facebook group to share with other APN members! Do you have a story or picture to share with us on something you’ve implemented, client you helped with a tax problem, or anything else? If you do, email it to info@RozStrategies.com , so we can give a Shout Out to you!

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