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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.
- Describe common strategies to get new tax resolution client leads.
- Understand how to convert leads into new clients.