10 Key Steps to Establishing a Successful Enrolled Agent Firm
The Enrolled Agent designation has been around since the Civil War. This designation, awarded by the IRS, authorizes a tax professional...
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Timalyn S. Bowens
Oct 57 min read
11 Must Have IRS Phone Numbers for Tax Professionals
The IRS phone number for tax professionals is 1-866-860-4259. Their business hours are 7 a.m. local time to 7 p.m. local time.
Timalyn S. Bowens
Sep 245 min read
What Are the Alternatives for Getting Paid When Clients Can't Pay the IRS?
I work with many credentialed and non-credentialed tax professionals who want to help taxpayers with t heir tax debt. No matter the...
Timalyn S. Bowens
Jul 75 min read
5 Engaging Social Media Posts You Should Make as an Enrolled Agent
Do you ever wonder what you should post on social media as an Enrolled Agent? Should it all be professional? Maybe you should talk about...
Timalyn S. Bowens
May 156 min read
How to Conduct a Transcript Investigation
Even if you have the transcripts without getting on the phone I recommend doing a compliance check. The revenue agent can see notes on the a
Timalyn S. Bowens
May 137 min read
How to Determine What Your Tax Representation Prospect Qualifies For
When I am working with a new client I take them through the 3 phases of tax representation. I share what those 3 phases are with my...
Timalyn S. Bowens
May 15 min read
Becoming an Enrolled Agent: Inspiration and Study Tips with Christy Pinheiro EA, ABA
When I first had aspirations to become an Enrolled Agent I did not know anyone else who was an Enrolled Agent. I did not know what...
Timalyn S. Bowens
Mar 216 min read
Enrolled Agents: How Much Time Should You Spend on Marketing?
As a tax professional, it is difficult to focus on anything other than taxes during tax season. This makes the first 3.5 months of the...
Timalyn S. Bowens
Mar 129 min read
5 Keys to Avoiding Burnout as an Enrolled Agent
An occupational phenomenon that results from chronic workplace stress. That's what the World Health Organization, also known as WHO,...
Timalyn S. Bowens
Feb 216 min read
Federal Tax Lien Marketing
Let me start by saying that I am not a fan of tax lien marketing. I know that's controversial in the world of tax representation but it's...
Timalyn S. Bowens
Feb 208 min read
YouTube Tips for Enrolled Agents: How I Monetized My YouTube Channel in less than 12 Months Pt. 1
How do you get more views on your YouTube videos? How do you get more subscribers to your YouTube channel? How do you monetize your...
Timalyn S. Bowens
Jan 55 min read
Goal Setting for Enrolled Agents - Are You Tracking with Me?
"New year, new me." "I'm going to crush my goals this year!" Have you found yourself saying those things? At the start of a new year and...
Timalyn S. Bowens
Dec 28, 20235 min read
Enrolled Agent Impact Goals for the New Year
As I reflect on this past year I notice a trend. I found the most success when I wasn't focused on revenue. But instead when I focused on...
Timalyn S. Bowens
Dec 6, 20237 min read
How to Attract and Convert Tax Representation Leads to Clients
Tax Representation leads are just different. They don't proudly brag about their problems, making them difficult to find if you don't...
Timalyn S. Bowens
Dec 4, 20238 min read
2024 Marketing Strategy for Enrolled Agents
Once I pass the Special Enrollment Exam and receive my EA license I will have clients coming from everywhere. That's the fairytale that...
Timalyn S. Bowens
Nov 22, 20237 min read
Using the CSED to Your Client's Advantage
This post explains the dangers of not properly using the CSED and the trouble it can cause for your client. It also explains how to avoid it
Timalyn S. Bowens
Nov 9, 20237 min read
Managing (Tax Representation) Client Expectations
"Are there any updates? "This isn't what you promised." "I gave you my paperwork yesterday, when will it be ready?" Timalyn in an office...
Timalyn S. Bowens
Nov 2, 20238 min read
The Tax Representation Workflow
When you start a business or launch a new service offering you are eager to help everyone that you possibly can. We take on work that we...
Timalyn S. Bowens
Oct 25, 20238 min read
How to Price Your First Tax Representation Case
How much should I charge? This is a common question I get from tax professionals, new and seasoned. I also see it in various tax groups...
Timalyn S. Bowens
Oct 18, 20237 min read
Preparing for Your First Representation Consultation
When you receive your EA license you become one of America's tax experts, according to the National Association of Enrolled Agents. But...
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