Tax Advisor Selection

Ever wanted to hire a tax advisor but were afraid you might end up hiring the wrong person? Here’s a small part of some tips I found on Joe Mastriano’s site, about selecting tax advisors…

Tip 4 – Assess Their Experience

Ask your potential representative how many collection cases, tax returns, or offers have they done recently. Ask them to recall ones that went their way, and cases that went the IRS’s way, etc. They can discuss all of this if they don’t break confidentiality by not giving you the client’s names. The purpose of asking these questions is not to establish their track record, but to see if they do this often.

There should be no hesitation to recall from yesterday, last week, today, various calls, meetings etc. they had with the IRS. If they can’t speak freely of the extensiveness of their casework, they probably don’t do very much of this type of work. Without the experience, you will fall prey to the collection officer forcing you to settle on their terms not yours.

Please hire an individual who has the knowledge, the experience, the credentials, and the dedication to still be there for you many months later when the IRS still has questions!

Here is a list of of some more tactics, and a partial list of competitor companies. In general, when considering having any tax advisors or company represent you, please review their site carefully and look for statements that seem too good to be true, or seem to only have the purpose of making you think that they have an unfair advantage over the competition because of size, location, claim they are the best, the only ones who can legally protect you, create a fear that only they can solve, or any other tactic that their sales people come up with to earn higher commissions. Then call my appointment setter. We don’t use phony tactics to get clients.

Joe Mastriano provides great tax representation and IRS help.

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