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Tax Resolution Systems: Checklists For Efficient Tax Resolution Practices, by Jassen Bowman EA
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This comprehensive checklist manual is your key to the gates of tax practice efficiency. Contains complete, step-by-step checklists covering the marketing, selling, and working of tax resolution cases. From daily marketing checklists to specific checklists for obtaining Installment Agreements and other IRS tax debt resolutions, this systems manual drastically short cuts the time it will take you to implement proven, effective procedures into your tax practice.
- Sales Rank: #2849308 in Books
- Published on: 2013-10-15
- Original language: English
- Number of items: 1
- Dimensions: 11.00" h x .35" w x 8.50" l, .80 pounds
- Binding: Paperback
- 148 pages
About the Author
Jassen Bowman is the nation's foremost expert on helping small tax firms add the lucrative service of IRS Collections representation to their practices. As an Enrolled Agent (now on inactive retirement status), Jassen helped save hundreds of small business owners from the wrath of the IRS by resolving their unpaid employment tax liabilities. Jassen has worked hands-on with almost 100 independent practitioners since 2012 to help them get their slice of the tax resolution pie and build businesses that fund their ideal lifestyles.
Most helpful customer reviews
2 of 2 people found the following review helpful.
Thanks Jassen
By Jeff J.
I have a small Tax Prep/Tax Resolution firm. As my business has been growing, it has become more clear that my systems are not in place as they should be. This book is definitely worth the money. It gives a great outline of how a tax resolution service can be run very efficiently. Using the checklists provided, I am mapping out my entire work flow. I am tweaking the lists slightly to fit, but they are a great starting point. I am mainly working on the actual work processes now, but look forward to being able to get back to the marketing checklists. I feel once implemented, I should be able to increase workload significantly and still offer 5-star service to my clients. I will also create similar checklist to help with on-boarding new Tax Prep Clients!! Thanks Jassen for this brain dump of knowledge.
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