770-380-6894
We love to travel. We have been to over 20 countries. I love history especially WW2 history. I have visited WW2 historical places like Normandy and Pearl Harbour. I also enjoy listening to air traffic control dialog with commercial pilots
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Financial Services | Accounting
Accounting
Filing Cabinet
770-380-6894
alpharetta, GA 30005
Curdel did not file a return since 2018. She loves to travel with her family but she is very disorganized and sometimes late for appointments. I prepared 4 years of tax returns for her. She used her tax refunds for a family vacation in Jamaica.
Company
According to the Internal Revenue Service, for tax year 2024 over 20 million returns were filed after April 15th 2025.
For tax year 2022, the IRS estimates that there are over $1 billion in unclaimed refunds. That’s for one tax year, each tax year millions of Americans do not file a tax return, some have taxes due but many do not
I am a good referral for your friend Sue who has not filed a tax return this year and is looking for a tax preparer or John who has not filed since Barak Obama was president.
I can help John to be come compliant as the IRS considers anyone who files (and pay taxes due) to be compliant if they have the last 6 years of tax returns filed.
My name is Mark Salmon, I am an Enrolled Agent authorized by the IRS to represent tax payers, my fee to prepare a tax return is 250 to 450
InfoMinute
Many of them are going through some kind of transition which I might see based on how they file. For example a married person suddenly filing separate after always filing joint. I always ask why because some credits and deductions are lost if one files separate vs joint, so I need to be able to let them know what maybe lost due to the different filing status.
Depending on the answer (eg going through a divorce or a recent move to a different state) I tell them about Michal who help women in transition and ask permission to perform an introduction to her.
2) I am new (less than 6 months) so most people at my table have not had a referral from me yet. I will definitely be on the lookout for opportunities to refer others to my fellow team mates. i do ask my clients if they know anyone needing certain services that my teammates provide.
Referral Trigger Response
