How to Attract and Convert Tax Representation Leads to Clients
Tax Representation leads are just different. They don't proudly brag about their problems, making them difficult to find if you don't...
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Timalyn S. Bowens
- 4 days ago
- 8 min
2024 Marketing Strategy for Enrolled Agents
Once I pass the Special Enrollment Exam and receive my EA license I will have clients coming from everywhere. That's the fairytale that...
Timalyn S. Bowens
- Nov 22
- 7 min
Using the CSED to Your Client's Advantage
This post explains the dangers of not properly using the CSED and the trouble it can cause for your client. It also explains how to avoid it
Timalyn S. Bowens
- Nov 9
- 7 min
Managing (Tax Representation) Client Expectations
"Are there any updates? "This isn't what you promised." "I gave you my paperwork yesterday, when will it be ready?" Timalyn in an office...
Timalyn S. Bowens
- Nov 2
- 8 min
The Tax Representation Workflow
When you start a business or launch a new service offering you are eager to help everyone that you possibly can. We take on work that we...
Timalyn S. Bowens
- Oct 25
- 8 min
How to Price Your First Tax Representation Case
How much should I charge? This is a common question I get from tax professionals, new and seasoned. I also see it in various tax groups...
Timalyn S. Bowens
- Oct 22
- 6 min
What Does An Enrolled Agent Do?
The Enrolled Agent license is the highest designation that the IRS awards tax professionals. But what does that mean in plain English?...
Timalyn S. Bowens
- Oct 18
- 7 min
Preparing for Your First Representation Consultation
When you receive your EA license you become one of America's tax experts, according to the National Association of Enrolled Agents. But...
Timalyn S. Bowens
- Oct 11
- 9 min
How to Get Your First Tax Representation Client -Even if you don't have a big social media following
One of the biggest impediments I see for Enrolled Agents is not knowing how to get their first tax representation client. If they allow...
Timalyn S. Bowens
- Oct 3
- 9 min
5 Mistakes I've Made as an Enrolled Agent
Nobody is above making mistakes, especially in this tax business. However, it is my goal to help as many Enrolled Agents as I can avoid...
Timalyn S. Bowens
- Oct 2
- 4 min
How to Become an Enrolled Agent
For the past 4 weeks or so I have been going live each week on LinkedIn and Facebook to give insight into being an Enrolled Agent. Prior...
Timalyn S. Bowens
- Sep 27
- 7 min
Establishing Your Legacy as a Tax Professional - Creating Your Roadmap Part 2
When you become a tax professional you have more decisions to make than what you may realize. If you're reading this you are most likely...
Timalyn S. Bowens
- Sep 20
- 5 min
Your Legacy as a Tax Professional - Creating Your Roadmap Part 1
James Madison - Father of the Constitution Michael Jackson - King of Pop Henrietta Lacks - the Mother of Modern Medicine Then we have...
Timalyn S. Bowens
- Aug 30
- 6 min
What Happens After You Pass the Enrolled Agent Exam?
Analysis paralysis gets the best of us at one time or another. I see it all too often with my fellow Enrolled Agents after they pass the...
Timalyn S. Bowens
- Aug 2
- 4 min
What is Tax Representation?
A question I often get is, "what exactly is tax representation?" Initially I would think to myself," what? How do you not know?" But...
Timalyn S. Bowens
- Jun 7
- 4 min
Understanding Your CP14 Notice
The Internal Revenue Service (IRS) is currently sending 5-8 million CP14 notices to taxpayers. Earlier in the year they announced that...
Timalyn S. Bowens
- Mar 21
- 5 min
When are Taxes Due (2023)?
Tax day for 2023 is April 18th, 2023. Not only is your tax return due on this date, but if you have a balance it is also due on this date
Timalyn S. Bowens
- Dec 7, 2022
- 6 min
How to Avoid Paying Taxes on U.S. Savings Bonds
I was born during the late 80s. During that time it was popular for people to buy savings bonds for children. It was an investment into...
Timalyn S. Bowens
- Sep 21, 2022
- 4 min
How is a 401(k) Taxed?
Save on your taxes and save for retirement. That's the advantage I hear people share when promoting a 401(k). It sounds good but it is...
Timalyn S. Bowens
- Sep 20, 2022
- 4 min
Is Social Security Taxable?
Do you know how much money you need in retirement to maintain the lifestyle that you currently live? Are you on track with your savings...
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