tax resolution services

how a few of the wealthiest skate around the irs

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and the irs is looking the other way.

by 卡塔尔世界杯常规比赛时间

the internal revenue service isn’t supposed to consider a taxpayer’s income or wealth when prioritizing taxpayer delinquent accounts. rather, the service is supposed to focus on balances due, pursuing collection of higher amounts.

more: pros tackle 49% of e-filed returns | survey: tax season swings into the red | another tax season from hell? | pros process 44% of tax e-filings | tax professionals report tough slogging | busy season 2021 gets off to weak start
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obviously, many of those higher balances are owed by taxpayers (or tax dodgers) in the higher adjusted gross income brackets, and the irs believes that pursuing high balance dues effectively addresses high agis.

but the treasury inspector general for tax administration says that focusing on the balance due is increasing the risk of high earners skipping out on what they owe.

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173% increase in irs correspondence backlog

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who knew?

by 卡塔尔世界杯常规比赛时间

we all know how the irs works. they send a letter to a possibly delinquent taxpayer who, in quivering fear, returns a response that is slipped through the mail slot in the irs door, where it falls into a shredder that feeds into a massive onsite incinerator. the letter’s ashen remains are then loaded onto a rocket and shot toward alpha centauri, never to be seen again.

more: hunker down: the irs backlog isn’t going away anytime soon | the irs studebaker bomb | imagine irs ‘concierge’ service. just imagine. | irs has recruiting problems, too
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actually, that’s not entirely true. in 2019, irs compliance services collection operations managed to respond to 25 percent of its “inventory” of taxpayer delinquent account correspondence. the other 75 percent was considered “over-aged” after not being dealt with within 45 days of receipt.
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new leads aren’t top priority

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ignore your existing leads at your peril.

by jassen bowman

the most successful professional services firms in america put their marketing efforts on autopilot.

more: don’t waste your investments | you fixed their tax issues, now what? | 11 steps for handling client complaints | office safety and more: checklists for your tax resolution setup | how to build a tax resolution business
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whether you have a full-time marketing assistant, do all the marketing yourself or distribute duties among your staff, using checklists to systemize your marketing is really the only way to go. using checklists ensures that your marketing gets done properly and completely.
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don’t waste your investments

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three checklists for office communication.

by jassen bowman

communicating with your clients and prospects is more important than ever.

more: you fixed their tax issues, now what? | 7 checklists for scheduling, petty cash and more | what you tell yourself matters | hiring, firing and the checklists you need | focus on your ideal clients | the secrets of multi-hit marketing
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use the following checklists to verify that your phone system and website are up and functioning properly each day.
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you fixed their tax issues, now what?

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businessman with laptop and papersplus client management checklists.

by jassen bowman

your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.

more: 7 checklists for scheduling, petty cash and more | difficult phone calls are opportunities | 11 steps for handling client complaints | what you tell yourself matters | use checklists to get new tax clients | office safety and more: checklists for your tax resolution setup | hiring, firing and the checklists you need | what your tax resolution staff must do | how to build a tax resolution business | focus on your ideal clients | are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
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you should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
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7 checklists for scheduling, petty cash and more

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apply systems to the nuts-and-bolts chores.

by jassen bowman

every office function should have a system.

more: difficult phone calls are opportunities | 11 steps for handling client complaints | office safety and more: checklists for your tax resolution setup | how to build a tax resolution business | why lists are not leads | your sales funnel needs systems
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some miscellaneous but vital functions and how to handle each one.
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difficult phone calls are opportunities

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what to say about fees.

by jassen bowman

if you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “how much do you charge for a tax return?”

more: 11 steps for handling client complaints | what you tell yourself matters | hiring, firing and the checklists you need | focus on your ideal clients | the secrets of multi-hit marketing | how tax resolution works
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what not to say …

  1. “we don’t provide fee quotes over the phone.”
  2. “tell me a little about your tax situation and …”

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11 steps for handling client complaints

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they might come to you unhappy, but they don’t have to leave that way.

by jassen bowman

unhappy clients are a part of doing business. while we strive to deliver the absolute best customer service, provide excellent value in our services and run a first-class operation, it’s simply impossible to please everybody.

more: what you tell yourself matters | use checklists to get new tax clients what your tax resolution staff must do | are you quitting on leads too soon? | grow faster, be more efficient
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the key to properly and professionally addressing client complaints is to not be overtly defensive. adopting a defensive attitude usually just inflames the situation.
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