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L3.11.22 Marketing

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IRS Program #:
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.


  • Ericka S. Williams, EA, NTPI Fellow

    Ericka S. Williams, EA, NTPI Fellow, and founder of Trinity Global Financial Group, PLLC in Tallahassee, FL. She has over 16 years of experience in IRS audits, appeals, installment agreements, innocent spouse cases, Offer in Compromise, and Liens and Levy removals. She also teaches individual and corporate taxation at Florida A & M University.

August 18, 2022
Thu 2:00 PM EDT

Duration 2H 0M

This live web event has ended.