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TAX RESOLUTION SERVICES

Lead Generation Marketing Must Happen Daily

January 6, 2018

By Jassen Bowman

You don’t have to do all these yourself, but someone in your firm must.
By Jassen Bowman
Tax Resolution Systems

Checklists for New Lead Generation

December 16, 2017

By Jassen Bowman

Everything from social media to direct mail.
By Jassen Bowman
Tax Resolution Systems

Bowman Webinar: Inside the IRS Financial Analysis Handbook

December 6, 2017

By Jassen Bowman

CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.

Don’t Ignore Your Existing Leads

December 2, 2017

By Jassen Bowman

New leads are important, but much less so.
By Jassen Bowman
Tax Resolution Systems

3 Checklists for Office Communication

November 25, 2017

By Jassen Bowman

Make sure your investment isn’t wasted.
By Jassen Bowman
Tax Resolution Systems

Client Management Checklists for Tax Resolution

November 19, 2017

By Jassen Bowman

And how to handle clients once their tax issues are resolved.
By Jassen Bowman
Tax Resolution Systems

Seven Essential Checklists for Nuts-and-Bolts Office Chores

November 11, 2017

By Jassen Bowman

Scheduling, inclement weather, petty cash and more.
By Jassen Bowman
Tax Resolution Systems

What to Say on Phone Calls about Fees

November 4, 2017

By Jassen Bowman

Even difficult calls are opportunities.
By Jassen Bowman
Tax Resolution Systems

CHECKLIST: How to Represent Clients in 1040 Audit and CP2000 Issues

October 29, 2017

By Michael Rozbruch

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

October 28, 2017

By Jassen Bowman

11 steps to take.
By Jassen Bowman
Tax Resolution Systems

The Importance of Goals and Affirmations

October 21, 2017

By Jassen Bowman

What are you telling yourself?
By Jassen Bowman
Tax Resolution Systems

Seven Essential Checklists for Getting New Tax Clients

October 15, 2017

By Jassen Bowman

Don’t let marketing be an afterthought.
By Jassen Bowman
Tax Resolution Systems

Checklists for Your Tax Resolution Office Setup

October 7, 2017

By Jassen Bowman

Everything from client interactions to office safety.
By Jassen Bowman
Tax Resolution Systems

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