Basics of Tax Season Work Flow

Numbers floating around man examining calculator with magnifying glassHaving everyone follow the same procedures makes busy season less stressful.

By Jassen Bowman
Tax Resolution Systems

There is a challenge associated with creating a one-size-fits-all work flow model for a tax office: Not everybody operates the same.

MORE ON TAX RESOLUTION: Overcome Objections in 7 Steps | 12 Rules for Phone Calls | Lead Generation Marketing Must Happen Daily | 3 Checklists for Office Communication | 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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

In general, we have identified four basic tax season operational models that appear to be common:

  1. Walk-in service with return prepared right then and there
  2. By appointment only, with the return often delivered at a second appointment
  3. Drop-off service
  4. Mobile service, in which you go to them

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