
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals MEGA API IS HERE
Are you tired of the "compliance grind"? Most accountants overlook a goldmine sitting right in their current database: Tax Resolution. With over 27 million Americans currently facing IRS issues, the demand for representation has never been higher.
In this episode of Growing Your Firm, host David Cristello sits down with Michael Rozbruch, founder of Roz Strategies and a pioneer in the tax resolution industry. Michael shares how he grew a practice from his dining room table to a $23 million-a-year powerhouse and why now is the best time in history for firms to enter this space.
In this episode, we explore:-
The "Stealth" Referral Letter: How to generate $5k–$10k cases from your existing clients without spending a dime on ads.
-
The 4 Collection Alternatives: Michael simplifies the IRS maze into four main outcomes (Installment Agreements, Offer in Compromise, Penalty Abatement, and Currently Not Collectible).
-
The $6,000 Marketing Campaign: A step-by-step breakdown of the "Old School" direct mail strategy that targets PTIN holders and generates consistent inbound leads.
-
The "Sales Prevention" Department: Why not answering your phone live is costing you hundreds of thousands in potential fees.
-
The IRS "Mega API": How the government's transition to AI and machine learning will exponentially increase enforcement and audits in 2025/2026.
Michael reveals the "Psychologically Induced" questions every firm should ask to qualify leads, including:
-
"Does the IRS claim you owe $10,000 or more?"
-
"Has the IRS levied your bank account yet?"
-
"Has the IRS garnished your paycheck yet?"
