Enrolled Agent

What to Say on Phone Calls about Fees

Even difficult calls are opportunities.

By Jassen Bowman
Tax Resolution Systems

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: How to Handle Client Complaints | The Importance of Goals and Affirmations | The Ins and Outs of Hiring and Firing | Market to Your Ideal Clients | One-Step vs. Two-Step Marketing | Tax Resolution: A Lucrative Opportunity | 5 Reasons Your Firm Training Needs Nano Learning
Exclusively for PRO Members. Log in here or upgrade to PRO today.

What NOT to say …

“We don’t provide fee quotes over the phone.”
“Tell me a little about your tax situation and …”

FEATURED

How to Handle Client Complaints

11 steps to take.

By Jassen Bowman
Tax Resolution Systems

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 ON TAX RESOLUTION: The Importance of Goals and Affirmations | Use Checklists to Manage Your Tax Firm | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer | 5 Daily Tasks for Maximum Tax Resolution Profitability | 4 Problems with the Tax Resolution Industry
Exclusively for PRO Members. Log in here or upgrade to PRO today.

The key to properly and professionally addressing client complaints is to not be overtly defensive. Adopting a defensive attitude usually just inflames the situation.
READ MORE →

CHECKLIST

The Importance of Goals and Affirmations

What are you telling yourself?

By Jassen Bowman
Tax Resolution Systems

Every day, you should go through your goals checklist.

MORE: Use Checklists to Manage Your Tax Firm | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability | First, You Need Clients | The Tax Resolution Client Intake Checklist
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

empowering daily questions,
affirmations and
goals.

MANAGEMENT

Seven Essential Checklists for Getting New Tax Clients

Don’t let marketing be an afterthought.

By Jassen Bowman
Tax Resolution Systems

In an ideal world, every business day would feel like the movie “Groundhog Day.”

MORE: Checklists for Your Tax Resolution Office Setup | The Ins and Outs of Hiring and Firing | Market to Your Ideal Clients | One-Step vs. Two-Step Marketing | Tax Resolution: A Lucrative Opportunity | 5 Reasons Your Firm Training Needs Nano Learning
Exclusively for PRO Members. Log in here or upgrade to PRO today.

The same things would happen at the same times, day in and day out. Your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
READ MORE →

PRO Member Exclusive

Checklists for Your Tax Resolution Office Setup

Everything from client interactions to office safety.

By Jassen Bowman
Tax Resolution Systems

The setup of your office environment is important for three primary reasons:

Ensuring workplace safety
Creating a positive client experience
Enabling maximum operational efficiency

MORE: The Ins and Outs of Hiring and Firing | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer | 5 Daily Tasks for Maximum Tax Resolution Profitability | 4 Problems with the Tax Resolution Industry | When Tax Filing Season Is Over, What’s Next?
Exclusively for PRO Members. Log in here or upgrade to PRO today.

The following checklists will assist you in making sure that your office is set up to achieve each of these three objectives.
READ MORE →

Here’s what you’re looking for: Jassen Bowman