72. When the Phone Rings: Evaluating the Client’s Case by Tax Rep Network episode artwork

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.

Episode metadata supplied by the publisher feed · Published Feb 20, 2020

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72. When the Phone Rings: Evaluating the Client’s Case by Tax Rep Network

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