Marketing
IRS Program #: N/A
CE: 2 NAEA credits (towards required credits per year for NAEA membership)
Speaker: Ericka Williams, EA
A tax representative will not be successful if he or she cannot get clients to serve. In this course, participants will learn strategies to market and sell their services to potential clients in need of tax representation services.
Learning Objectives:
- Describe common strategies to get new tax resolution client leads.
- Understand how to convert leads into new clients.
Continuing Education
This course qualifies for NAEA continuing education credits that can be used towards your annual membership requirement of 30 CE hours.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.