NOTE:
This program is NOT just for Assistants! Regardless of the name, ASTPS's "Perfect Administrative Assistant" Training Program has been attended by Attorneys, CPAs, and Enrolled Agents who have attended this program and found it has benefited their practice tremendously! This program is a foundation for Tax Problem Resolution.
Read on for more information...
Ever wished you could just take a few days to train your assistant to handle most of the details of your tax problem resolution (TAPeR) cases? You know they are capable of doing ninety percent of the form, tracking, the data gathering, and follow-up work on these cases - you just do not have the time to organize what they need to know and then teach it to them.
You know perfectly well that once they learn how to do the work you can turn things over to them and they'll keep you better organized and more efficient than you ever will be doing it all yourself. It is simply getting the time to get it all started. Every professional wishes they had that full charge person who can keep them on track with their casework. With a well-trained and efficient assistant, more cases are handled with less professional time and greater profits.
Speaking of profits, wouldn't be it great if that assistant can also keep an eye on the billing and collection function to ensure the paid in advance fees actually get paid in advance? No more chasing the second half of your fee after you have solved the case and the client's motivation to pay is gone.
Several professionals attending our advanced Tax Problem Resolution Seminars have requested an Administrative Assistant Training Program. Therefore, we have designed a program to fill the need. Listed below are some of the details of the program.
Click HERE to find out what past attendees
had to say about this program!
Click HERE to Register!
LOCATION: TBD
DATES: TBD
DURATION: Day 1: 8:30am - 5:00pm
Day 2: 8:00am - 4:30pm
COST:
$447
$397 - Each Additional Attendee
ONLY A $100 MINIMUM DEPOSIT IS REQUIRED
CUSTOM CONSULTING:
If you have an extensive amount of staff members you want to send to this program which may be too costly, or the dates and location of this program do not suit you, click HERE to find out how we can bring the "Perfect Administrative Assistant" Training Program to your office!
INSTRUCTOR:
Norma Padilla
Legal Assistant and Manager of Tax Problem Resolution Division
Subject Matter:
Learn from Norma Padilla, a Legal Assistant, with over ten years experience. She presently manages the tax problem resolution division of John F. Tolson, Attorney at Law. Norma sees her responsibility to Attorney Tolson as a support. Her specific responsibilities range from conducting initial contact interviews, scheduling clients, working with clients to gather information, prepping the attorney for his time with clients, gathering and building supportive documentation for cases, assisting in analyzing cases, as well as preparing and finalizing documentation submitted to the IRS.
Norma also participates in conference calls with the IRS on behalf of clients. She has the ability to help others see the "big picture" of how they can be an asset in their firm's TAPeR practices. Norma will fully cover all aspects of the support staff responsibilities of tax problem resolution cases starting before the first call through the conclusion and follow-up of the case. She will discuss:
- Forms used in a tax problem case and how to complete them
- Correspondence with clients and the IRS
- Tracking of cases for due dates
- Collection of fees
- How to prepare a review-ready case for your attorney
- How to protect the firm from malpractice
- What you should never say to a client
Norma will cover proper set-up of case files, effective data gathering, and case preparation methods that will reduce practitioner time on every case by fifty percent. She'll include step-by-step instructions and checklists that your Administrative Assistant can put to work in your practice immediately. Q & A periods will be available throughout the two days.
Speaker Bio:
NORMA PADILLA, LEGAL ASSISTANT,
MANAGER OF TAX PROBLEM RESOLUTION DIVISION, began her career in management, organization and personnel training. She has built on these skills throughout her 20-year career. She entered the legal profession in 1995 as an Office Manager and Legal Assistant to John F. Tolson, Jr., Attorney at Law in Orange Park, Florida.
In 2002 Norma was invited by Attorney Tolson to organize and develop a Tax Problem Resolution Division for his Law Firm. She has been managing the day-to-day Tax Problem Resolution Case Law as well as developing and promoting long-term growth for his Tax Law Division. To begin the task of establishing and managing this division, Norma attended numerous training seminars for Tax Problem Resolution and continues to build her knowledge in the area of Tax Problem Resolution through additional ongoing continuing education on a regular basis.
Norma's specialty has become identifying the goal and organizing and motivating individuals to best accomplish the identified goal. She has used this ability to organize groups from 2-100 to see and be motivated to accomplish large projects. Her innate organizational skills, people skills, public relations, motivation of others, public speaking and precise communication skills make her a positive asset to whatever project she undertakes.
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