{"id":54137,"date":"2020-05-26t05:30:47","date_gmt":"2020-05-26t09:30:47","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=54137"},"modified":"2020-06-13t11:20:09","modified_gmt":"2020-06-13t15:20:09","slug":"suggested-tax-resolution-client-payment-guidelines","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/05\/26\/suggested-tax-resolution-client-payment-guidelines\/","title":{"rendered":"suggested tax resolution client payment guidelines"},"content":{"rendered":"
<\/a>remember who you’re dealing with.<\/strong><\/p>\n by jassen bowman<\/i> let’s put this right out in the open: your livelihood in the tax resolution business is coming from individuals and businesses that owe money to the government, and, more than likely, are behind on payments to other creditors, also.<\/p>\n more on tax resolution:<\/b> checklists for tax resolution sales<\/a> | quoting tax resolution fees<\/a> | 12 rules for phone calls<\/a> | don\u2019t ignore your existing leads<\/a> | the ins and outs of hiring and firing<\/a> | market to your ideal clients<\/a> | one-step vs. two-step marketing<\/a> | tax resolution: a lucrative opportunity<\/a> in order to protect yourself and your firm, it is important to have client payment procedures in place and enforce them so that you don’t do a bunch of work for free or become just another creditor that the taxpayer owes money to. service agreements and engagement letters can take a wide variety of forms. this short service agreement covers many of the main points you want covered in your contract, and is short enough to fit onto one page. if you currently do not have a service agreement for use in providing tax resolution services, start with this to begin with, but consult with your attorney<\/strong> about other provisions you may wish to add. this particular service agreement is based on providing services on a flat-fee basis.<\/p>\n services provided:<\/strong><\/p>\n fee schedule:<\/strong><\/p>\n ___________ provides services on a flat-fee basis, regardless of the amount of tax liability or tax type.<\/p>\n full service representation:<\/strong> negotiation of an installment agreement (payment plan), currently not collectible (cnc) status, or an offer in compromise (reduced settlement). fee per person\/entity: $4950.<\/p>\n trust fund recovery penalty representation:<\/strong> full service representation as above, per person: $1950.<\/p>\n lien negotiations:<\/strong> application for lien withdrawal, subordination or release. per application: $950.<\/p>\n levy and wage garnishment releases:<\/strong> negotiation of irs levy release, either at start of services or any time during representation, if caused by client failing to meet established deadlines for materials or not making federal tax deposits or filing currently due returns on time, which are critical to resolution. per release: $950.<\/p>\n important considerations:<\/strong><\/p>\n <\/p>\n this agreement is entered into on ___________ ___ 2018 by the undersigned:<\/p>\n date:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n client name:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n name on account\/card:\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n billing address:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n city, state, zip:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n best telephone number:\u00a0 _____________________________________________<\/p>\n <\/p>\n payment schedule<\/strong>\u00a0<\/strong><\/p>\n payment date<\/strong>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 payment amount<\/strong><\/p>\n <\/p>\n for ach\/echeck payments:<\/strong><\/p>\n bank name:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n ach routing number:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n ach account number:\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n type of account:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 [\u00a0 ] checking \u00a0\u00a0 [\u00a0 ] savings<\/p>\n for credit\/debit card payments:<\/strong><\/p>\n card number:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n expiration date:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _____________________________________________<\/p>\n ccv code (3 or 4 digit code on back of card):\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________________<\/p>\n <\/p>\n by signing this form, i authorize _________ to process the payment amounts indicated on the appropriate date per the payment schedule. i acknowledge that ach\/echeck payments will be processed as electronic debit transactions against my checking account. this authority will remain in effect until revoked in writing by the undersigned account holder. i understand that any payment schedule changes, nsf, credit card failure or chargeback transactions will incur a $25 fee per incident and may result in the stoppage of work by __________________________.<\/p>\n <\/p>\n _____________________________________\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________<\/p>\n signature\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 title\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 date<\/p>\n","protected":false},"excerpt":{"rendered":"
\ntax resolution systems<\/i><\/a><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
\n
\nhere are some suggestions for payment policies.<\/p>\n\n
sample service agreement\/engagement letter<\/h3>\n
\n
\n
\n
sample payment authorization form<\/h3>\n
\n\n
\n <\/td>\n <\/td>\n<\/tr>\n \n <\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n