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What Questions Should You Be Asking in Your Tax Representation Consultations?

Woman and Man sitting in a tax consultation

Do you feel stuck when you talk with a prospect who owes the IRS?

You end the call and don't know what your next step should be or what the person potentially qualifies for.

I was where you are, at one time. I knew that I wanted to help taxpayers but I wasn't sure how to do it efficiently. I remember that feeling and not having anyone to turn to. That's why this week I did something I have never done before. I gave access to my private podcast episode for the week to my entire e-mail list. If you aren't on the list go ahead and sign up for it right now! You can check out the e-mail that went out to my list --> HERE!

I want to let you in on a secret, the answer to something I'm always asked. "How do you learn how to determine what the client qualifies for so you can help them?" The magical answer is by doing the work.

There is no magic wand you can wave to determine what the prospect qualifies for without you going through a particular process. I've shared that process before on my private podcast and webinars. If you're not a member of my Enrolled Agent mentorship program you can still learn the process. I shared it with the public on episode 37: The Tax Relief Journey, on the Tax Relief with Timalyn Bowens podcast.

The first phase is investigation. This is where you dig in and determine if the prospect will be a good fit to work with you and what they qualify for. You can find how I vet prospects in this article, "Preparing for Your First Tax Representation Consultation." The issue that you are running into is skipping the foundations of what should happen in the consultation. You're assuming the first line of action is to determine if they qualify for an offer in compromise. The offer in compromise is a good option for some taxpayers but not the majority of them. There is a calculated formula that will help you determine if they qualify or not.

So why aren't you taking them through that formula to see if they qualify?

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