having everyone follow the same procedures makes busy season less stressful.
by jassen bowman
tax resolution systems
there is a challenge associated with creating a one-size-fits-all work flow model for a tax office: not everybody operates the same.
more on tax resolution: overcome objections in 7 steps | 12 rules for phone calls | lead generation marketing must happen daily | 3 checklists for office communication | what to say on phone calls about fees | use checklists to manage your tax firm | tax resolution staff roles and responsibilities | follow up with leads longer
exclusively for pro members. log in here or 2022世界杯足球排名 today.
in general, we have identified four basic tax season operational models that appear to be common:
- walk-in service with return prepared right then and there
- by appointment only, with the return often delivered at a second appointment
- drop-off service
- mobile service, in which you go to them
to read the full article
