Perfect Tax Associate
The Perfect Tax Associate was first created over a decade ago, but recently we dug it out of the ASTPS vault and completely reimagined it! This course is specifically for Office Managers and Case Managers to get them up to speed as quickly as possible so they can become an enormous asset in your tax resolution firm.
In this course your staff will learn everything they need to know to assist you in your business. They’re going to learn about how tax problems are created and the different solutions available to resolve them. In other words, by the end of this program, they’ll be speaking the same language as you!
Let’s be clear – this program does not go into the technical analysis of resolving tax problems. It is intended to give your non-technical staff a better understanding of the industry which will allow them to better communicate with prospects and clients.
Here is just some of what your staff are going to learn in the PTA Program:
Part 1 – All about Tax Problems
Having a better understanding of how tax problems form will allow staff to better communicate with clients and be able to empathize with them. In this section you will learn:
- Who has tax problems
- Why they get tax problems
- Motivations to resolve problems
- The three basic types of tax problems
- Taxpayer options in collection cases
Part 2 – How to make a difference!
Front office staff are the heart and soul of your business. They are on the front lines dealing with clients while you’re battling with the IRS. We often find that office staff are underutilized and can take on additional responsibility if properly developed! In this section we’ll cover:
- Client intake
- Phone interviews/screening
- Transcript retrieval
- Mail sorting/triage
- Gathering documents
- Data entry on forms
Part 3: Case Management & Marketing
Keeping clients informed is critical to keeping them happy and avoiding countless calls checking in with the professional. After your staff go through this course they’ll be able to:
- Understand case flow
- Client tracking
- Updating clients
- Dealing with difficult clients
- Basic marketing strategies
- Marketing tracking
Sample letters, checklists, and work programs
Prior to the start of the program ASTPS will provided all attendees with downloadable sample letters, checklists, and work programs. The materials will be provided in a fully editable format (MS Word) to allow customization for your practice.
This course was designed to make your life easier! A properly trained staff can make a world of difference in the efficiency and effectiveness of your firm. Investing in your staff can also boost morale and re-energize your team!
Angelene is an Enrolled Agent and Certified Tax Resolution Specialist. She has been the right-hand woman to National Director Larry Lawler for over 16 years and she is your main instructor for this course. She has helped prepare well over 1,000 tax resolution cases through the years in addition to prepping hundreds of returns each tax season. She single-handedly managed the merger of nationally recognized expert LG Brooks’ practice into Lawler & Witkowski. This included onboarding over 150 tax resolution cases into the firm. Angelene works with clients every single day managing cases and is truly the definition of the Perfect Tax Associate.
Mitch is the National Marketing Director of ASTPS and has been working in tax resolution marketing for over 8 years. He has been instrumental in developing marketing and management programs for our Buffalo Tax Resolution Firm. In this course he will dive into the psychology of a tax problem resolution prospect, cover some basic marketing strategies, and make sure you have the tracking systems in place to make sure your marketing dollars are going to the right places!
Carolyn is the National Membership Director of ASTPS and has been interviewing prospects at Lawler & Witkowski for over 5 years. In this course she will be going in depth into the client intake process. Specifically, how to book more appointments by handling phone calls and interviews the right way. She will also share examples of live calls that she has done in the past!
30 DAY NO-WEASEL, IRON-CLAD, SAFE AS A BANK, 100% MONEY-BACK GUARANTEE!
Here is what others had to say about the PTA Course:
“Excellent course. Very well done. Thorough. I love the handout materials. Angelene did a fantastic job in course development and presentation. Thank you for making the course recording available to us for a year.” – Darlene W.
“No one is putting together training like this to help firms properly train staff. Tax resolution is a complicated area and ASTPS broke it down step-by-step. This will save me a lot of time now that I won’t have to do it myself!
On top of that, ASTPS provided forms and tips which will help my firm up its game.” – James W.
“After going through this series, I am really excited about what’s to come. I feel more empowered and very confident about my role as a Perfect Tax Associate! Thank you for 2 wonderful days of intense learning!!!” – Genita J.
“I learned a lot from this overview and training on what my general role would entail as well as tools in helping with the Representation cases in our office. All the instructors made their presentations informative, interesting and comical at times. Appreciated that a lot!! Kudos and thank you for a great course.” – Cyndy O.
“As a college student, this webinar was great! I have just started to work under a firm for the first time. This class gave me a lot of good information on what to expect and how to succeed in my new career. I greatly appreciate how they went over real IRS documents and provided us with a “cheat sheet” on common acronyms used in the field. Thank you!” – Haley S.
“VERY Informative! Presenters were knowledgable, information was easy to absorb and the pace of the course was perfect for note-taking and highlighting vital information. I learned so many new strategies that I can now take back and implement within my office. HIGHLY RECOMMEND!” – Mackenzie A.
Order now for $497!
8 Hour Recorded Training
There is a pretty big learning curve when it comes to understanding tax resolution. It gets even steeper when trying to train non-technical staff with no tax background! The goal of this course is to fast track your staff and get them up to speed as quickly as possible. The great thing about this course being recorded is that you can watch it as many times as you’d like, and this is an in depth program and some modules will need to be watched multiple times.
12 Month Course Access
The course will be run live initially, but you will also get access to the recording for 12 full months to go back through it again! That means that if you hire a new person in the next 12 months you can give them this training for no additional cost.
30 Day Money Back Guarantee
No questions asked. If the course isn’t for you let us know within 30 days and we’ll refund your investment.