client management checklists for tax resolution
and how to handle clients once their tax issues are resolved.
by jassen bowman
tax resolution systems
tax resolution services
seven essential checklists for nuts-and-bolts office chores
scheduling, inclement weather, petty cash and more.
by jassen bowman
tax resolution systems
what to say on phone calls about fees
even difficult calls are opportunities.
by jassen bowman
tax resolution systems
checklist: how to represent clients in 1040 audit and cp2000 issues
bonus: get the 16-step checklist here. by michael rozbruch roz strategies the irs is aggressively going after taxpayers to recoup some of their lost revenue (lost revenue to the tune of $385 billion per year!) which means our clients are under … continued
how to handle client complaints
11 steps to take.
by jassen bowman
tax resolution systems
the importance of goals and affirmations
what are you telling yourself?
by jassen bowman
tax resolution systems
seven essential checklists for getting new tax clients
don’t let marketing be an afterthought.
by jassen bowman
tax resolution systems
checklists for your tax resolution office setup
everything from client interactions to office safety.
by jassen bowman
tax resolution systems
the ins and outs of hiring and firing
bonus: checklists for the various stages.
by jassen bowman
tax resolution systems
tax resolution staff roles and responsibilities
not all preparers are the same.
by jassen bowman
tax resolution systems
case study: building a tax resolution business
automated touches are the key.
by jassen bowman
tax resolution systems
market to your ideal clients
netting just one recoups your costs.
by jassen bowman
tax resolution systems
follow up with leads longer
do it right and you may not need any new leads.
by jassen bowman
tax resolution systems