Paralegal Assistant Training Program

“Free Up Your Time To Work On The Most Important Aspects Of Your Practice By Training An Assistant To Handle Certain Tasks”

Everybody has heard it before: If you want to make $100 per hour, you have to stop doing $10 per hour tasks.

Let’s face it: If you are a licensed tax professional and want to grow your practice, then you have to utilize your time effectively. Is filling out a Form 433-A the most effective use of that time? Probably not.

At some point in the growth of your tax resolution practice, you are very likely going to hire an assistant. Your first assistant will likely be more than just a paralegal, more than an administrative assistant, and more than a sales/marketing assistant, but rather all three at the same time.

A paralegal assistant working with you on tax resolution cases can be a tremendous asset. By typing up IRS forms, preparing letters and faxes to clients and Revenue Officers, and working with clients to secure financial records, you become free to spend more time focused on negotiating successful tax resolutions, conducting new initial consultations, and working on marketing to grow your practice.

A sales/marketing assistant can assemble and send new client proposals, send out marketing pieces, field questions from prospects, and cold call new business prospects.

This training program covers aspects of both sales/marketing AND tax resolution. This program is meant to take a reasonably intelligent and competent person off the street and train them to be your key to freeing up your time to conduct tasks that are more valuable to the growth of your practice.

The program is broken up into 10 distinct units, covering tax resolution, file handling, financials, and more. The program is meant to be comprehensive enough to teach your new assistant everything, but flexible enough to fit into your existing way of doing business.

Your purchase of this program comes with lifetime updates, and we do regularly update the content of the included units and template letters and procedures. In addition, your one-time purchase allows you to use the program to train any employees at one location of your firm, increasing the value of the program to your entire company.

Training Outline

Unit 1 – Tax Liabilities (Where The Problem Comes From)

Overview of IRS Collections and Tax Problem Resolution
Tax Types & Tax Forms
Federal Tax Deposits
Penalties and Interest

Unit 2 – Tax Resolution … Continue reading