Quicken Tax Case Study

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Pages: 6
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Answer all questions from the lead but, ask them a question in return.
Example:
Lead: Who are you?
Analyst: Quicken Tax, a tax relief company. Are you still dealing with a tax issue?
Lead: Well why should I tell you?
Analyst: Here at Quicken we have an A+ rating with the BBB, check it out. So how much is the IRS claiming you owe?

What is Quicken Tax?
We are a tax relief company that helps you when money is owed to the IRS or to a State.

What exactly does your company do?
We are a resolutions company. My job is to qualify you for our consultations, where my advocate will go over your situation and tell you exactly how we handle your case. The advocate will also go over prices and payments. Then our Attorneys will negotiate on your behalf with …show more content…
Our company is just a few miles from the IRS’s second largest collections facility. This is where all the division managers are located. These are the real decision makers at the IRS. When our company brings on a case, we have in placed with one of the division managers in Jacksonville that way we can negotiate on the case face to face if needed. That’s why we have been so successful over the last decade. Our legal staff works with these people every day. Your local person can’t offer the type of service we can and can rarely offer the of outcome that we can simply because they are working from a disadvantage not having the real decision makers in cases like the rep down the …show more content…
Schedule call back (SCB)
-Follow up with all leads that are worried we are a scam.
-Follow up with all leads that admit they have a tax problem.
-They said they would call you back.
-Make sure SCB’s for the correct day/time/time zone.
(If you do not work at the time preferred, please find someone that will be here.)
-Give them a reason to answer your call back, get them excited for you to call back.

Taxpayer Advocate (TPA)- 877-777-4778
-I owe under 3k and I am up to date with filing.
-I have a lot of questions and I owe under 3k/ nothing.
-I owe child support or property tax.

What is TPA?
They are a free service funded by the government. They work closely with the IRS but from a taxpayer's perspective.

We don’t help with:
Property tax, school loans, child support, identity theft.

Tax Lien: Is the government’s interest in your property when you don’t pay your tax debt.

Tax Levy: takes the property to pay the tax debt. If you don’t pay or make arrangements to settle your tax debt.

Wage Garnishment: the process of deducting money from an employee's salary.

Certified Public Accountant (CPA): accounting
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