Tax professionals can often lose a client if they get an IRS notice or have a tax issue. Why? clients expect their tax pro to help and 60% of taxpayers fear dealing with the IRS.
Jim’s technology and tax administration expertise help firms set up systems to monitor client notices and resolve them in the best manner. This reduces firm risk and makes happy clients. Jim regularly sets up proactive IRS notice monitoring services for tax firms that allow firms to be copied on IRS notices and be in a position to respond timely and effectively. Jim is also up-to-date on software solutions that you can use to help with post-filing issues.
Jim can help tax firms client retention strategies including:
- IRS tax notice monitoring services for the firm that will allow the firm to proactively receive notification of clients’ tax notices and issues
- Post-filing software evaluation and set-up for help with client post-filing issues that will assist in managing post-filing work and getting the best outcome
- Template post-filing forms and responses that will achieve the best outcome for the client
- Tax firm and tax professional training: specific IRS practice training aimed at tax pros getting the best outcome based on the client’s issue. Firm training on how to best work with the IRS and client retention strategies.
- Tax professional post-filing electronic services: Jim helps firm employees set up IRS e-services accounts and work efficiently with client IRS matters through effective use of IRS transcripts.
- Tax firm and tax professional training: specific IRS practice training aimed at tax pros getting the best outcome based on the client’s issue. Firm training on how to best work with the IRS and client retention strategies.
If your firm wants to improve client retention through better post-filing strategies, contact us today.
