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Taxmentor
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Handout Materials
Presentation Slides
Additional Materials
Tax Prep Onboarding Flow Chart
IRS Pub 594
Acronyms
Tax Resolution Onboarding Flow Chart
Free cpece webinars
How to Effectively Onboard Tax Prep and Tax Resolution Clients

HOW TO EFFECTIVELY ONBOARD TAX PREP AND TAX RESOLUTION CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 25, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course is a best practice course on how to do a proper tax client intake. The process is identical for tax preparation and tax resolution clients. This course is taught using a flow chart as part of the handouts for the attendees to use in their practices.

This class is for new tax preparers, those who work at large organizations, or anyone needing a standardized process.

Learning Objectives:


  • Recognize how to onboard any client

  • Determine how to understand a client’s situation through interviewing the client and obtaining IRS history through IRS transcripts

  • Identify ways to better serve the client, save payroll, and possibly generate additional revenue

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS Transcript analysis a decade ago. He launched Tax Help Software, which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices. He also consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.


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About Our Presenter

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.