Tax Representation Workflow

Have you ever been hired for tax representation and then thought to yourself, what should I do next?

If so this class is for you. Timalyn will walk you through what to do as soon as the prospect turns client, and is ready to play. Together you will see what software Timalyn uses to create engagement letters, 2848s, send invoices, and track client communication and notices.

At the end of our time together you will have an example workflow that you can implement in your own business to make your client's journey smooth during your time together.