S H O U T
Congratulations to Tracie Lowe ! You went above and beyond in sending out your referral letters and brochures to the PTIN list with a one-sheet flyer on “Why Partner With Me?” We love that you included a rack card in your mailings as well — very nice! Good luck and remember to send out follow-up letters.
Congratulations to Stuart Fletcher for not only sending out your referral letters but for also taking advantage of our Fee Schedule Pricing and getting a $15,000 client you would have charged $1,500–$6,500 for and a $3,000 case you would have charged hourly for! Nice job, and you deserve it!
Way to go, Robert Boeshaar , for publishing your new book, “Restaurant Tax Solutions,” that’s specifically aimed at helping individuals and owners in the restaurant industry. Most excellent! Do you have a story or picture to share with us on 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 us at info@ RozStrategies.com, or mail us, and we will give a Shout Out to you!
Double congrats to Philip Hebner for rolling out your Audit Protection Plan along with your engagement letter and tax organizers. Now that’s what we’re talking about! And also for sending out follow- up referral letters for tax resolution. A high-five to Bob Jablonsky for sending out your referral letters and brochures. Keep up the good work!
6 • www.rozstrategies.com
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