CPE Webcast: The Big Opportunity in Tax Resolution Services with Jassen Bowman

Surgent CPE
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CPA Trendlines expert author featured in Surgent CPE series.

Discover the lucrative new opportunities in providing advanced tax representation services when Rick Telberg, CPA Trendlines founder and CEO, interviews Bowman, author of Tax Resolution Systems.

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Topics covered:

  • The Tax Resolution Opportunity
  • Staff roles & responsibilities
  • Hiring & firing
  • Office setup
  • Tax firm management checklists
  • Client management checklists
  • Marketing & sales
  • Tax resolution checklists
  • Tax season work flow
  • Building your dream team
  • Business management checklists
  • Learning Objectives

Eligible for 1 CPE hour

2 Responses to “CPE Webcast: The Big Opportunity in Tax Resolution Services with Jassen Bowman”

  1. Eduardo Medellin

    Seriously looking at this opportunity

  2. Eduardo Medellin

    Seriously looking into this opportunity

Comments are closed.