Structuring the Tax Rep Practice

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  • #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

    #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.

    #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)

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