Tax Rep Network Podcast – Episode 77 – The Sales Pitch Follow-Up with Michelle Weinstein

Jun 25, 2020

So you’ve made your pitch with the potential client…now what? In this week’s episode Michelle Weinstein joins Eric for a discussion of the steps each of you should be doing to follow-up and land the client’s work without making yourself an annoying jerk!

If you want to explore and discover what some of the next best steps are for you and your firm then head on over to www.theabundantcall.com for a coaching call with myself or my partner.

I invite you to book it here if you want to thrive and prosper in the coming months over @ the theabundantcall.com

Want to alert the IRS to a potential scam? Contact the National Disaster Related Fraud group at DOJ through: https://www.justice.gov/disaster-fraud/how-report-disaster-related-fraud

Looking to get in touch with Kristina at the Boston Field Office? Contact: BostonFieldOffice@ci.irs.gov

Interested in building an IRS Representation Practice? Head to www.TaxRepLLC.com

Want to get the Accountant’s Guides to help you in your practice? Head to www.TGPublish.com

Tax Rep Network Podcast – Episode 76 – CARES Act Fraud – Conversation with IRS Special Agent-in-Charge Kristina O’Connell

May 4, 2020

In response to the pandemic Congress and the IRS have worked to try and help taxpayers and small businesses. Of course, the scammers and criminals have come out in force. Joining Eric on this week’s podcast is Kristina O’Connell, the IRS’s Special Agent in Charge of the IRS Criminal Investigation Boston Field Office. During the episode Kristina will discuss what types of frauds the IRS is seeing and what they and other federal agencies are doing to combat it. Kristina will also discuss what practitioners and taxpayers should be on the watch for to avoid becoming a victim.

Want to alert the IRS to a potential scam? Contact the National Disaster Related Fraud group at DOJ through: https://www.justice.gov/disaster-fraud/how-report-disaster-related-fraud

Looking to get in touch with Kristina at the Boston Field Office? Contact: BostonFieldOffice@ci.irs.gov

Interested in building an IRS Representation Practice? Head to www.TaxRepLLC.com

Want to get the Accountant’s Guides to help you in your practice? Head to www.TGPublish.com

What are people saying about Eric Green's training?

Dawn B. - “The representation side of my practice has just exploded thanks to Eric. I have added staff and now focus my business on much more lucrative representation matters. There is no way this would have happened without his expertise...”

Stan F. – “I just wanted to say thank you for today’s webinar. I have been doing taxes for 19 years and this was by far the best training that I have ever attended, and I attend a lot.”

Jack B. – “As a retired Revenue Officer and now an enrolled agent, your presentation was outstanding. The handout package was very well done.”

Stephen M. – “Best back tax seminar I have attended. Expertise is superior and very clear and useful. Thanks!”

Hector H. – “Eric Green is a great speaker, and offers an excellent well-rounded seminar!”

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Tax Rep Network Podcast – Episode 77 – The Sales Pitch Follow-Up with Michelle Weinstein

Tax Rep Network Podcast – Episode 76 – CARES Act Fraud – Conversation with IRS Special Agent-in-Charge Kristina O’Connell

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What are people saying about Eric Green's training?