Episode 72
72. When the Phone Rings: Evaluating the Client’s Case by Tax Rep Network
Tax Rep Network with Eric Green · Eric L. Green
February 20, 202024m 3s
Audio is streamed directly from the publisher (feeds.podetize.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
So what do you do when that potential new client calls? In this week’s podcast Eric walks through the process for evaluating the client’s situation and the checklist to get the case resolved.