THIRD TEST

A prospect doesn’t know if they owe or has unfiled tax years, how should you proceed?

A prospect says that they are not looking to deal with their debt at the moment, explain your course of action.

During each call, where should we draw confidence from?

• They wouldn’t fill out a request if they didn’t need the help

• I know that our services can be of great help

• I know the whole binder

• Neither of them is correct

Answer explanation

At some point in time, they reached out for help, hence why we have their information.

Before providing a pitch, what is required that you do?

How would you respond if a prospect says “you’re a scam, you’re trying to steal my money!”?

If a prospect has paid $1.5K to the other company, at what stage of their process are they?

List 2 alternatives to saying “I’m going to transfer you”

What are Tax Attorneys good for?

Is someone in Disability required to file taxes?

• YES

• MAYBE

• NO

Answer explanation

They're not required to file, nevertheless, keep in mind to always confirm if prior to being on disability, they had any tax situation & if they qualify.

Roleplay: You’ve qualified a prospect who owes $17,562.00 and they mention their debt is past 10 years at this point and that they think it expired already. What’s your response?