The Tax Resolution Client Intake Checklist

Tax resolution client onboarding IRS formsHow to onboard your new client.

By Jassen Bowman

Upon securing an IRS collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.

MORE TAX OPPORTUNITIES:  5 Reasons Your Firm Training Needs Nano Learning  |  When Tax Filing Season Is Over, What’s Next?  |   How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model  |   How to Turn Routine CPE into a New Marketing Opportunity

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Jassen Bowman

Jassen Bowman EA

About the Author

Jassen Bowman is an Enrolled Agent who spent eight years exclusively representing taxpayers who owe back taxes to the IRS.

 

He has presented over 200 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm.

Boman is the author of several tax books for both consumers and practitioners and is the founder of Tax Marketing HQ.

In his free time, Jassen is an ice dancer and figure skating test judge.

 

Click here for more by Jassen Bowman