How to Onboard New IRS Representation Clients and Maximize Fees
The time to start helping taxpayers and add six figures to your bottom line is now!
Presented by: Eric Green (TRN) & Michelle Weinstein (The Abundant Accountant)
Friday, January 29, 2021 | 2pm – 4pm Eastern | via Live Webinar
We love getting new representation clients – they are very lucrative cases. But what do you do when the phone rings? How do you get paid? What information should you ask for, and what are your first five steps?
Join us for this special program as Michelle Weinstein from the Abundant Accountant and Eric Green, the founder of Tax Rep Network, the New England IRS Representation Conference, and his own 22 person tax law firm Green & Sklarz LLC, walks you through how to onboard these new clients properly to assure you can resolve their back tax issue and make money doing it!
Determine how to charge for representation services
Define the first five steps practitioners need to take to start resolving the client’s tax issue
Identify mistakes most taxpayers make when they start interacting with the IRS
Due to the in-depth nature of this workshop, attendance is VERY LIMITED to 150 attendees so all attendee questions can be answered.
PLEASE USE THE FORM TO REGISTER FOR THE PROGRAM. YOU WILL RECEIVE A SEPARATE WEBINAR INVITATION VIA EMAIL FOR THE PROGRAM.
About the Instructors:
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 hundreds 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.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.
Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.
Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.
Time to attend: 2 hours
IRS CE Information:
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 2 hours
My name is Michelle Weinstein, and I’m a time-tested entrepreneur and founder of The Pitch Queen and The Abundant Accountant.
My business journey started in finance, and I’ve always had a soft spot for financial professionals…Which is why my mission is to help accountants, EAs, CPAs and bookkeepers sell high-level services to their clients without the sleaze! After all, finance may be my background, but selling is my expertise.
In my 20 years of sales experience, I’ve worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and pitched my way onto ABC’s Shark Tank.
I show my clients how to have empowered sales conversations, own their value and worth so they can earn more, work less, and have the life of abundance they desire. I train accountants how to use my unique and proven system to sell more services, overcome any objection, and skyrocket their top-line revenue!
I have successfully trained CPAs how to actually and efficiently IMPLEMENT powerful techniques adding $10k to $50k in additional revenue every month.