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WHEN THE CLIENT CALLS WITH A TAX PROBLEM CONTENTS Title Page 1. Part 1 Determining if there is an Assessment 1 2. Part 2 What to do if there is a valid Assessment 2 Exhibits 3. IRS Offers in Compromise

How to fill out when form client calls

How to fill out when form client calls:

1. Start by greeting the client with a warm and professional tone.
2. Ask for the client's name and contact information to accurately document their call.
3. Take detailed notes of the client's concerns or inquiries, ensuring you capture all relevant information.
4. Ask probing questions to fully understand the client's needs and provide the best assistance.
5. Offer solutions or options based on the client's needs and company policies.
6. Record any specific requests or preferences expressed by the client for future reference.
7. Summarize the conversation and confirm any next steps or follow-up actions required.
8. Thank the client for their call and offer assistance with any additional questions or concerns they may have.

Who needs when form client calls:

1. Customer service representatives who handle incoming calls from clients.
2. Sales teams who engage with potential clients over the phone.
3. Any department or individual responsible for managing client interactions and maintaining accurate records.

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