Tax firms need to be effective in how they offer and deliver post-filing and tax controversy help. They must also adhere to the complicated rules set by the IRS in its Circular 230 regulations.
Jim can help firms set-up and effectively these new products and services:
- IRS Notice Monitoring Services
- IRS Tax Status Annual Checkup Services
- New Client Tax History Review
- IRS audit and post-filing guarantee services
- Tax Controversy services
Jim can consult with firms to help them properly offer and implement these services, including pricing and regulatory issues expert assistance. Jim’s technology background will help the firm set up systems to efficiently deliver these high value services.
Contact us to learn more.
