EPISODE · Feb 20, 2020 · 24 MIN
72. When the Phone Rings: Evaluating the Client’s Case by Tax Rep Network
from Tax Rep Network with Eric Green
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.
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72. When the Phone Rings: Evaluating the Client’s Case by Tax Rep Network
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