Filling The Filing Cabinet WorkRoom

GateOpener Workshop

Platinum Card WorkRoom

Filling the Filing Cabinet Workshop

Purple Card WorkRoom

7-Minute Presentation Workshop

Orientation Essentials

InfoMinute Seminar

Best Client Workshop

My best tool is the IRS website and to some degree publications.&nbsp; I do have access to get unique information from my professional associations (I am a member of three) Regular internet is great too but the information is not always correct..
Most of my clients like email, mostly for practical reasons as I must have copies of all documents in case the IRS asks for more information.
I do have a secure portal to send and receive information that is approved by the IRS as by law no data can be saved on a server outside the US.
This season I will also invest in electronic signature opportunities and to also that you can use your mobile phone&nbsp; to upload documents and the information goes straight to the tax portal.
I also make sure that I mainly work remotely and as an Enrolled Agent I can do taxes for any state, something that a CPA cannot do.
I can also represent clients before the IRS with a Power of Attorney legally in any state too, it is just a matter of if it is via letter or office&nbsp; audit. Some states do have their own rules but most only require that you have sent in a special application to the IRS.
I have my "Rolodex" with people I am working together with regularly, like tax lawyers and CPAs/Accountants.&nbsp; Other are specialists in special areas like my PowerCore team and others.
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Each PowerCore Officer has tools – the TCO carries a briefcase of them!
<ul>
<li>What tools are essential for your business?</li>
<li>How does the way you use these tools benefit your clients?</li>
</ul>

Leadership |Tools | PowerCore.net

Leadership |Tools

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

10-year Pin

5-year Pin

3-year Pin

Chiropractor

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Mrs Marianne Gudina EA MBA

Endorsements

Endorsement Letters Written About Me

INTROMinutes Written About Me

Endorsement Letters I've Written

INTROMinutes I've Written