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How to Determine What Your Tax Representation Prospect Qualifies For
When I am working with a new client I take them through the 3 phases of tax representation . I share what those 3 phases are with my clients so they know what to expect. I teach tax professionals who I mentor to do the same. Those 3 phases are: 1 - Transcript Investigation 2 - Compliance 3 - Negotiation with the IRS After doing this for over half a decade it seems simple to me. I've come to realize that a lot of tax professionals don't follow this process. They attempt to go

Timalyn S. Bowens
May 13, 20247 min read
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