EP11: How To Convert Tax Resolution Leads
Tax Resolution Practice Trends Podcast
Release Date: 11/25/2020
Tax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here. Also known as the Roz Man. And I teach CPAs, enrolled agents, attorneys, and other tax professionals how to build and grow lucrative tax resolution practices. And I get this question asked so many times. "Mike, how much should I spend on marketing to attract a new tax resolution client." Well, the rule of thumb is if you're doing paid marketing like if you're doing direct mail or even radio, the rule of thumb is about 20% of your gross amount of money that you're going to be taking in should be earmarked for budgeted for marketing. For example, for one $5,000...
info_outline EP29: IRS CommissionerTax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here, also known as the Roz Man. And I help CPAs, enrolled agents, attorneys, and other tax professionals build highly lucrative practices by showing you how to add $5,000 tax resolution clients to your business. And the IRS just came out as they have for the last 20 years with their list for 2022 of their dirty dozen. And one thing on the list really upset me, and I find it offensive. And I think you will, too. And this was right out of the mouth of Charles Rettig, the IRS commissioner. He says that no one can get a better deal for taxpayers than they usually get...
info_outline EP28: Million-Dollar Mindset for CPA Firms, EAs, & Tax ProfessionalsTax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here, also known as the Rozman. And I help CPAs, enrolled agents, attorneys, and other tax professionals build highly lucrative practices by showing them how to add tax resolution clients to their practice. And a healthy person has 1000 dreams. An unhealthy person has but just one dream. Let that sink in for a minute because we have to look at ourselves as the million-dollar racehorse. If we own our own business, a lot of people depend on us. Think about this. If you had $1,000,000 racehorse that every time he ran, he won $1,000,000 at the racetrack, would you feed...
info_outline EP27: Always Ask For The SaleTax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. When I started in the tax resolution business and had my initial consultations with clients sitting at the other end of the desk or on the phone, I would go through my repertoire and script. They were great candidates as the chemistry was great, and I wanted to work with them. However, I wondered why I wasn't retained by people I thought should be retaining me. I knew I could help them. At the end of my consultations, I would say, "Hey Joe, how does that sound to you?"...
info_outline EP26: Managing Client ExpectationsTax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. Let me tell you about a coaching call I had just the other day with a Platinum Mastermind Member. He said, "Mike, I have this situation where I got a client about eight months ago. When I had my initial consultation, they were a perfect client for an Offer In Compromise (OIC). They had a payroll tax situation, and now we're eight months into the case. I told him the range of the settlement based on historical experience. As I'm putting the package together with all the...
info_outline EP25: Never Let A Client Hire You For Just Offer In CompromiseTax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. Never let a client hire you only for an Offer In Compromise (OIC). Look, only 30 to 35% at most of your tax resolution clients will qualify for an Offer In Compromise because there are stringent requirements to be eligible. So most of your clients are going to be Installment Agreement (IA), Partial Pay IA, Innocent Spouse Relief and Currently Not Collectible (CNC) clients. Here's the thing. When a client comes to you, and they're a great candidate for an...
info_outline EP24: The Importance Of Mindset And Gratitude In BusinessTax Resolution Practice Trends Podcast
Hey, it's Michael Rozbruch here, Founder of Roz Strategies and Creator of the Tax Resolution Domination System and Toolkit. With all the stuff going on in the world right now, inflation going through the roof, paying more money at the grocery store, at the gas station and with wars going on, we got to remember a couple of things, guys. #1 We live in the best country on the planet. We value our freedoms and everything sacred to us here in this country. But here's the thing. When I get up every morning, without a doubt, whether I'm traveling on vacation or at home, I write out a gratitude...
info_outline EP23: How to Respond To “Your Just Too Expensive”Tax Resolution Practice Trends Podcast
Hey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. This is a much different sales objection than someone saying, "I don't have any money." OK? This is an objection where the person doesn't want to be taken advantage of. This is an objection where a person doesn't want to pay over what he thinks he should pay. So prospects who ask this don't want to overpay. They just want to feel that you're going to be taking care of them. So how do you answer that? Well, number one is you agree and affirm that, "yes, this is a lot of money...
info_outline EP22: How Do You Guarantee Profits And Cash Flow?Tax Resolution Practice Trends Podcast
Hey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. And how do you guarantee that you're going to have cash flow and profits next month? How do you guarantee that you're going to have cash flow and profits three months from now, six months from now, or even a year from now? How do you fill your sales pipeline? How do you monetize that pipeline and keep it full all year round? Now, just like oxygen is necessary for life. Marketing is the oxygen. Marketing is the fuel for your professional practice. Look, if you're paying 200 to...
info_outline EP21: What’s The Difference Between a Transactional Versus a Relationship SaleTax Resolution Practice Trends Podcast
Hey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. And what's the difference between a transactional sale versus a relationship sale? What does this really mean? What does a transaction sale mean? What does a relationship sale mean? A transactional sale means I got to make the sale. I got to have this revenue. Versus a relationship sale is this: people want to be understood before they contract and hire you. People don't do business with you because they understand what you do.They do business with you because they feel...
info_outlineHow To Convert Tax Resolution
Converting prospects into customers can be expensive if you are missing some critical points in your marketing.
You want that person to know that they have come to the right place, and you are going to be that person who’s going to resolve their tax problem.
Being able to convert the leads that are interested in your service is essential to ensure sustainable growth and offset the effects of churn.
The goal is to get your leads to realize the value that your service brings to the table BEFORE they even get on a call with you.
Once you do that, it’ll be easy to go in for the sale!
Learn more at rozstrategies.com