Jean F

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  • in reply to: Ethics question #11374
    Jean F
    Blocked

    Thanks I just wanted to confirm my Thought process. As a practitioner, I really want to confirm that both spouses know the gravity of the situation.

    in reply to: Buying a Home OIC Planning #11368
    Jean F
    Blocked

    Hoping Eric weighs in on this. It seems a poor time for the taxpayer to go househunting. It is just gonna muck up the entire deal acquiring the asset equity or not.

    The taxpayer will be best served if they deal with the issue at hand of getting the offer in place and then think about buying a house.
    Thanks

    in reply to: Buying a Home OIC Planning #11339
    Jean F
    Blocked

    Eric: would that constitute a dissipated asset situation because the cash was an asset?

    in reply to: Canopy? #11338
    Jean F
    Blocked

    I downloaded one of their free ebooks, minutes later got a call asking “did it download ok? Right, of course it did, that was just a ploy to open the conversation. Put them off didn’t want to talk to them right then, they called my cell 7-8 times before they went away. Maybe they should spend that energy on the software development instead of trying to convert a dead lead. Not impressed

    in reply to: Introductions? #10923
    Jean F
    Blocked

    Welcome

    in reply to: Introductions? #10817
    Jean F
    Blocked

    Good to know! Thanks for your feedback. Are you using the marketing program that Eric uses? I need to get started blogging. What is the primary way you acquire clients?
    Thanks

    in reply to: Introductions? #10776
    Jean F
    Blocked

    My story is a bit different, but I too thought going on my own was the answer. I see the potential of this program, am excited to learn something new and am scared to death!

    I don’t want to be a deadline junkie where they reset every day, week, month, quarter and year! Listen to “how to 10X your business” https://www.youtube.com/watch?v=MPIIJKXwcas&t=1198s. It talks a lot about how we view pricing, how customers view value and asks the hard question – what do you want?
    I am off to do some soul searching……….
    Welcome to the family.

    in reply to: Introductions? #10688
    Jean F
    Blocked

    Hello everyone!
    My name is Jean Falb and I live in the great state of Washington, you know the “other” Washington. I have been preparing taxes for about 15 years, just left a CPA firm I was with for about 9 years. Been an Enrolled Agent since 2013 and generally have done business and personal returns. Some installment agreements and one OIC but see the potential of this niche and hope I can use this material to start my practice.

    How are any/all of you liking this program? I am on day 3 and overwhelmed by the amount of quality content. Also, are those of you that are doing this tax resolution service, are you able to do this service remotely? I live in a rural area so not sure about the in person meetings and wondering if that will be problematic. OK I turned this intro into questions…………Thanks in advance

Viewing 8 posts - 1 through 8 (of 8 total)