Perfect Tax Associate

The Staff Training Program You’ve Been Waiting For!

The Perfect Tax Associate was first created over a decade ago, but recently we dug it out of the ASTPS vault and reimagined it for 2020! 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 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. 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 you can 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
  • Mail sorting/triage
  • Gathering Documents
  • Data Entry
  • Correspondence

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 you can help with
  • 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!

Your Instructors

Angelene Wierzbic

Angelene has been the right-hand woman to National Director Larry Lawler for over 15 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.

Mitchell Piper

Mitch is the National Marketing Director of ASTPS and has been working in tax resolution marketing for over 6 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 Ryer

Carolyn is the National Membership Director of ASTPS and has been interviewing prospects at Lawler & Witkowski for over 3 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!

Join us June 4-5 Live!

The cost of the course is $597. There is a $100 early-bird discount for registrations booked prior to May 28th.

No Travel Necessary, Join us Virtually!

This course will be taught live on June 4th – 5th 2020. The course will be approximately 6 hours long and will run from 12pm – 3pm Eastern Time each day.

Q & A? Of course!

Attendees will have an opportunity to ask questions during the event. If there are any questions that cannot be accommodated within the scheduled course hours, they will be answered by email after each presentation.

Technology

The only technology requirements are a reliable Internet connection. We will also do a test run 2 days prior to the event for all attendees who have any technology concerns. We recommend you participate in the test to avoid missing any part of the material.

100% money back guarantee

30 DAY NO-WEASEL, IRON-CLAD, SAFE AS A BANK, 100% MONEY-BACK GUARANTEE!

Live Virtual Event

Thursday, June 4 – Friday June 5 2020

12pm – 3pm Eastern Each Day

register now

The Total Price of this Course is $597. Order this Staff Training Program now for $497!

Early Bird Discount Ends May 28th

Live Virtual Event

This course will be taught live on June 4th – 5th 2020. The course will be approximately 6 hours long and will run from 12pm – 3pm Eastern Time each day.

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.