This 7 step daily checklist for your Tax Resolution Clients is specific to working with clients in collections regarding Tax Lien cases.
Tax resolution work is often very time sensitive. The service your clients actually pay for is to have the tax professional simply manage the resolution process and ensure taxpayer(s) rights are preserved, deadlines are met , documents are filed and in order, along with any other questions or assistance you client may need.
The actual paperwork involved in tax resolution is REQUIRED to be accurate. It is imperative that all due diligence is complete to ensure your client has the best representation possible in the resolution process. That said, there is an element of preparation and precision that needs to be maintained in the initial there Having a checklist to manage your way through this process helps immensely.
