Client Management Checklists for Tax Resolution

Businessman with laptop and papersAnd how to handle clients once their tax issues are resolved.

By Jassen Bowman
Tax Resolution Systems

Your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.

MORE: Some Office Nuts and Bolts | What to Say on Phone Calls about Fees | Use Checklists to Manage Your Tax Firm | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer
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You should manage all internal processes systematically, and your staff should handle all client matters systematically as well.

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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