Select Page

Structuring the Tax Rep Practice

Home › Forums › Other › Structuring the Tax Rep Practice

Tagged: 

Viewing 3 posts - 1 through 3 (of 3 total)
  • Author
    Posts
  • March 2, 2020 at 4:14 am #42261
    Gary Massey
    Participant

    I am wondering if TRN members do the tax rep work themselves in their firms. Or do they leverage it to other, more junior people within the firm, including administrative staff.

    Thank you!

    Gary

    March 24, 2020 at 9:51 pm #42509
    Joe Orabona
    Participant

    Not on the rep side of things. I have support staff that does data entry for tax prep and bookkeeping. If that’s a component of the case, sure they’ll get involved that way but that’s it.

    March 25, 2020 at 12:01 am #42512
    Eric Green
    Keymaster

    Gary my staff prepare the 433s and chase clients for documents. I or my more senior folks will actually do the representation (the calls with IRS, etc)

  • Author
    Posts
Viewing 3 posts - 1 through 3 (of 3 total)
  • You must be logged in to reply to this topic.