# Why Accountants Are Leaving Money on the Table (And How to Fix It)

Page: https://stenobird.com/podcast/growing-your-firm-strategies-for-accountants-cpa-s-bookkeepers-and-tax-professionals-504625/why-accountants-are-leaving-money-on-the-table-and-how-to-fix-it
Text version: https://stenobird.com/podcast/growing-your-firm-strategies-for-accountants-cpa-s-bookkeepers-and-tax-professionals-504625/why-accountants-are-leaving-money-on-the-table-and-how-to-fix-it.md
Podcast: [Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals](https://stenobird.com/podcast/growing-your-firm-strategies-for-accountants-cpa-s-bookkeepers-and-tax-professionals-504625)
Published: 2026-04-10T05:00:00+00:00
Episode link: https://jetpackworkflow.libsyn.com/mega-api-is-her
Audio file: https://traffic.libsyn.com/secure/jetpackworkflow/Michael_Rozbruch.mp3?dest-id=219588
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JSON: https://stenobird.com/v1/public/podcasts/growing-your-firm-strategies-for-accountants-cpa-s-bookkeepers-and-tax-professionals-504625/episodes/why-accountants-are-leaving-money-on-the-table-and-how-to-fix-it
Duration seconds: 2338

## Resource

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. The Tax Resolution Intake Script: 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 ?"

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## Transcript

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