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
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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
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
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 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...
Timalyn S. Bowens
Oct 11, 20239 min read
How to Get Your First Tax Representation Client -Even if you don't have a big social media following
One of the biggest impediments I see for Enrolled Agents is not knowing how to get their first tax representation client. If they allow...
Timalyn S. Bowens
Oct 2, 20234 min read
How to Become an Enrolled Agent
For the past 4 weeks or so I have been going live each week on LinkedIn and Facebook to give insight into being an Enrolled Agent. Before...
Timalyn S. Bowens
Sep 27, 20237 min read
Establishing Your Legacy as a Tax Professional - Creating Your Roadmap Part 2
When you become a tax professional you have more decisions to make than what you may realize. If you're reading this you are most likely...
Timalyn S. Bowens
Aug 30, 20236 min read
What Happens After You Pass the Enrolled Agent Exam?
Analysis paralysis gets the best of us at one time or another. I see it all too often with my fellow Enrolled Agents after they pass the...
Timalyn S. Bowens
Aug 2, 20234 min read
What is Tax Representation?
A question I often get is, "what exactly is tax representation?" Initially I would think to myself," what? How do you not know?" But...
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