How to Manage…
Managing New Rep Clients, Documents, and Deadlines
Tuesday, May 7, 2024 | 1pm – 2pm Eastern | via Live Webinar
Free 1 Hour for EAs and CPAs
So, the client has finally ready to get moving on resolving that back tax debt… and what you receive is a PDF of 350 pages of JUNK! The pages of your engagement letter and mixed in with bank statements that are out of order and scanned upside down, the utility bills are mixed in and the IRS letters are missing pages. Ugh!
At Green & Sklarz, we have this process down to a science and have reduced our time onboarding the client and documents from 3 hours to 20 minutes. At $150/hour of staff billable time, this work could not be billed before, but is now freed up to be used on billable matters. Our changes have created (at an average of 5 new cases a week) new revenue from staff of over $100,000!
During this special one-hour program, Attorney Eric Green, managing partner at Green & Sklarz LLC and founder of Tax Rep Network, will walk you through how he implemented a system to assure clients follow the program and the documents come over not only scanned but in order. Eric will also discuss how they incentivize clients to make sure they follow the rules, or otherwise pay for it (literally pay in dollars).
PLEASE USE THE FORM BELOW TO REGISTER FOR THE PROGRAM.
About Your Speaker:
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Program brought to you by:
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 1 hour
IRS CE: 1 hour
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00357-24-O
Title: Managing New Representation Clients
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour