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HOW FIRMS ARE ENROLLING 85-96% OF THEIR CLIENTS INTO AUDIT PROTECTION PLANS!

This session is for solo and small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without clients. Please ONLY register if you are an Owner in a CPA firm or a professional tax preparer with at least 100 clients.
Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 18, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Marketing, Sales, and Business Development
Course Description

With the dramatic increase in IRS automated post filed return notices, plus the proliferation of tax identity theft coupled with the lowest audit rate in years, there has never been a better time than now to bolt-on an audit protection plan to your practice. Learn how to add tens of thousands of dollars to your bottom without having to add one new client or spending a penny on marketing or advertising.

Learning Objectives

  • Learn how to get paid for all post filed return work you’re doing for free.

  • Find out why your clients WANT this protection from YOU.

  • Learn why this requires zero “selling” on your part.

  • Learn why implementing your own audit protection plan increases the value of your practice.

  • Learn the biggest mistake 98% of accounting firms make when introducing their Audit Protection Plans to their clients.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Rozbruch, CPA, CTRS

Roz Strategies
Founder
[email protected]
(818) 973-2733

Rozstrategies

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated.

About Our Presenter

Rozstrategies

Roz Strategies is an elite coaching and eLearning company that mentors CPA’s Enrolled Agents, Attorneys and helps them add, or scale, a lucrative Tax Resolution Business.

We’re an "A to Z" solution for tax firm owners who want to start a tax resolution practice from scratch or expand what they are already doing. With the IRS equipped with an $80 billion war chest to go after non-filers and taxpayers who owe back taxes it’s more important than ever to know how to help clients navigate the IRS maze and obtain a favorable resolution.

Some of the benefits of tax resolution include year-round income, value-pricing vs. hourly billing, less competition and receive referrals from other CPAs and attorneys that do not handle this work.