{"id":54135,"date":"2020-05-06t17:14:55","date_gmt":"2020-05-06t21:14:55","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=54135"},"modified":"2020-06-03t17:25:17","modified_gmt":"2020-06-03t21:25:17","slug":"checklists-tax-resolution-sales","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/05\/06\/checklists-tax-resolution-sales\/","title":{"rendered":"checklists for tax resolution sales"},"content":{"rendered":"
<\/a>includes consultation questions.<\/strong><\/p>\n by jassen bowman<\/i> after marketing, your next most important job is sales. sales and marketing are intimately connected, because the leads you generate and nurture through marketing become the prospects you sell to in the sales process.<\/p>\n more on tax resolution:<\/b> quoting tax resolution fees<\/a> | basics of tax season work flow<\/a> | when to follow up on prospects<\/a> | checklists for new lead generation<\/a> |client management checklists for tax resolution<\/a> | how to handle client complaints<\/a> | case study: building a tax resolution business<\/a> | marketing requires ruthless accountability<\/a> most tax professionals dislike the idea of seeing themselves as salespeople. however, you need to accept the fact that if you can\u2019t close a sale, you\u2019re going to be broke, no regardless of your statewide high score on the cpa exam, regardless of the prestigious law school you went to, regardless of any other certifications you\u2019ve earned. if you don\u2019t sell, you don\u2019t eat. complete the following:<\/p>\n once a prospect has scheduled a consultation, use the following checklist to prepare for that consultation:<\/p>\n these questions can help you understand a prospect\u2019s problem so that you can formulate a solution for them. these questions also help guide a prospect through the sales process. not all of these questions will be applicable to every situation, nor do you want to put the prospect through an inquisition of this extent, but carefully choosing the questions that you ask will help you formulate a proper solution to the prospect\u2019s problem.<\/p>\n this is the case review worksheet that i use when conducting client consultations. many times, i will have the client fill this out themselves, and then return them an evaluation of their case based on their answers. this can also be used as part of an internal \u201clead sheet\u201d for tracking the status of a prospect. the questions on this form are straight from the consulting questions list, and are the ones i choose to use to create an overall picture of the taxpayer\u2019s situation.<\/p>\n name: ________________________________________________<\/p>\n address: ______________________________________________<\/p>\n city, state, zip: ________________________________________<\/p>\n email address: _________________________________________<\/p>\n best phone number: _____________________________________<\/p>\n best days\/times to call: ___________________________________<\/p>\n amount owed to irs: ______________________<\/p>\n tax types owed:\u00a0 (personal income tax)\u00a0\u00a0 (trust fund recovery penalty)\u00a0\u00a0 (business income taxes)<\/p>\n (employment\/unemployment taxes)\u00a0\u00a0\u00a0\u00a0 other: _____________<\/p>\n \u00a0<\/strong><\/p>\n do you currently have a revenue officer (irs field agent) assigned to you? if so, what are the most recent actions they have taken against you or requests they have made?<\/p>\n _____________________________________________________________________<\/p>\n do you have any current deadlines for information or payments that you need to meet?<\/p>\n _____________________________________________________________________<\/p>\n have there been any irs threats of levies, wage garnishments or seizures?<\/p>\n _____________________________________________________________________<\/p>\n what was the date and title of your last letter received from the irs?<\/p>\n _____________________________________________________________________<\/p>\n <\/p>\n have you paid your current federal tax deposits or estimated tax payments on time and in full?<\/p>\n ______________________________________________________________________<\/p>\n do you have any past due, unfiled tax returns? if yes, what years (or quarters) and tax forms have not been filed?<\/p>\n _____________________________________________________________________<\/p>\n <\/p>\n do you have any existing written or verbal agreements with the irs, including delays or extensions of collection action or agreements to make good faith payments on a regular basis?<\/p>\n _____________________________________________________________________<\/p>\n have there been any recent bank account levies, seizures, wage garnishments or other aggressive collections action? if so, when and what action was taken?<\/p>\n _____________________________________________________________________<\/p>\n please describe, in your own words, the circumstances that gave rise to your back tax liability:<\/p>\n _____________________________________________________________________<\/p>\n <\/p>\n please describe any actions you or a representative have taken recently to address your tax matters:<\/p>\n _____________________________________________________________________<\/p>\n <\/p>\n do you have any currently filed irs appeals in progress? if so, what is their status?:<\/p>\n _____________________________________________________________________<\/p>\n if you close tax resolution sales in full, up front, with all services contracted for in one sitting, then use this closing checklist.<\/p>\n if your sales model is such that you first sell an investigation of liability and financial analysis, then use that information to recommend the final solution and collect a separate fee for the resolution, then use this closing procedure.<\/p>\n if prospect retained your services:<\/p>\n if prospect did not retain your services:<\/p>\n
\ntax resolution systems<\/i><\/a><\/p>\n
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\nthe tax resolution sales checklist picks up where the marketing systems leave off: somebody with a tax debt has scheduled a consultation, either over the phone or in person. let\u2019s start from the moment they show up.<\/p>\n\n
pre-consultation checklist<\/h3>\n
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prospect arrival checklist (in-person consultations)<\/h3>\n
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tax resolution consultation checklist (in-person or phone)<\/h3>\n
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consulting questions<\/h4>\n
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case review worksheet<\/h4>\n
tax resolution sales closing checklist (integrated sales model)<\/h3>\n
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tax resolution sales closing checklist (split sales model)<\/h3>\n
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\n<\/strong><\/li>\n<\/ul>\npost-consultation checklist<\/h3>\n
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