Tax Resolution Staff Roles and Responsibilities

An organization chart in a ball shapeNot all preparers are the same.

By Jassen Bowman
Tax Resolution Systems

It is vital that all tax office staff thoroughly understand their role within the organization and comprehend their responsibilities.

MORE: Case Study: Building a Tax Resolution Business | Market to Your Ideal Clients | One-Step vs. Two-Step Marketing | Tax Resolution: A Lucrative Opportunity | 5 Reasons Your Firm Training Needs Nano Learning | How to Turn Routine CPE into a New Marketing Opportunity
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Cultivating a culture of innovation is important, especially for a rapidly growing organization, but order must also be maintained. When everybody knows what’s expected of them, life becomes much happier and people work better together.

Already a PRO Member? Click Here to Login & Continue Reading →

Go PRO Today: Choose one of these great offers

EASY!

Monthly Plan, $24.97
Save $5/month (17%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)

Regular monthly rate: $29.97

BEST VALUE!

Yearly Plan, $249.95
Save $110/year (30%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95

24-HOUR DAY-PASS

One-Time, $12.99
Best for occasional use.

CLICK HERE
FOR
INSTANT ACCESS

Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

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