Checklists for Your Tax Resolution Office Setup

Woman turning door sign to "open"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:

  1. Ensuring workplace safety
  2. Creating a positive client experience
  3. 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?
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The following checklists will assist you in making sure that your office is set up to achieve each of these three objectives.

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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