Review, balance and prepare amended tax returns.
April 11, 2023
Prepare client financial information (Forms 433-A & B), Offers in Compromise, and audit materials to be submitted to the IRS.
March 23, 2023
Collaborate with other EAs & CPA to manage a caseload of clients and ensure sure the firm is on track with the company goals and budget.
April 14, 2023
Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation.
November 28, 2022
Enter into agreements to provide client services.
December 24, 2022
Provide support to new clients until the client transitions to a tax professional.
February 19, 2023
Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
February 25, 2023
Follow up with potential clients who do not engage in our services to offer resolution services.
March 12, 2023
Manages an assigned Client Pipeline and any correspondence with IRS/State authorities.
March 17, 2023