Streamlining Success: A Comprehensive Case Management and Workflow Checklist

Please join me and Parham Khorsandi, ESQ. and discover:

  • How to onboard a tax resolution client successfully;
  • Client communication;
  • Pitfalls of waiting on client or IRS;
  • Pro-Tip strategies on efficient use of time;
  • How to avoid Case Phase bottlenecks
  • And much more!