Jeremy Hanson

Received T.O. calls from openers(records analysts) and helped the potential client understand what options they had regarding resolution of their tax matter and recommended the best course of action to reduce their liability. Helped them understand the difference between and O.I.C., P.P.I.A., and Penalty Abatements.

Set the fees for service based on the size of the liability and the program/approach that we would most likely undertake for the best resolution for the client. Completed all of the necessary documents with notes for turnover to the resolutions department.

Maintained a friendly but firm demeanor with potential clients and followed up with those who were not ready to move forward on the initial conversation.