“So how do you get hundreds of clients onboard, signed up and their IRS Offers-in-Compromise filed, tracked and resolved each year?”
We hear this a lot. It all starts with a good process and making sure your team is trained and ready to execute. But it wasn’t always this way – listen to the Tax Rep Podcast episode 111 and you can hear what it was like when Eric failed to train his team!
In this program, Eric Green offers 100 professionals the opportunity to “sit in” virtually with him as he trains the staff at Green & Sklarz, using a real case, his efficient Offer-in-Compromise (OIC) process including onboarding and how to get paid and the case resolved his way. Eric will share exactly what he and Jeff Sklarz use to manage this multi-million dollar practice.
Attendees will see the full OIC process from the initial client phone call, through how to document intake information and get the client onboarded, retainers paid and documents prepared for review. He will also share the review process and a strategy session, concluding with the resolution of the case.
Purchase access now and take a peek behind the curtain of one of the top tax resolution firms in the country to take away a practical process that you can use in your own firm to get it all done as efficiently as possible.