Call and Interview Tax Preparers - Data Entry Telephone Handling Transcription
I am looking for a new tax preparer and need help interviewing a list of 78 tax professionals in my area. This job requires a good command over the English language. DIRECTIONS: Ask to speak with the person on the list, and do not ask the interview questions to an assistant. Type in the answers on the last columns in the spreadsheet. QUESTIONS How many years of experience do you have? What is your specialty/area of expertise? Who do you mainly service? (casino, lawyers, health care, real estate, accounting, etc) How many staff accountants work for you? Do you work directly with clients, or have staff accountants do that for you? Do you offer any other services? (Financial planning, LLC/Corp setup, etc) What are your long term goals in your tax business? When would you like to retire and sell your practice? How do you help people save money on taxes? What sets you apart from other Enrolled Agents? Desired Skills: Data Entry Telephone Handling Transcription Keywords: Customer Service
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