Best Practices for Client Management & Communication

$25 – VASEA Members (with member discount code)
$50 – Non-Members
Package discount for all 5 webinars in this series: $150 VASEA Members / $250 Non-Members
(Join VASEA for $85 to get member rates on webinars & more! Copy/paste this link in your browser: https://vasea.wildapricot.org/join-us )
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.

PROGRAM DESCRIPTION:

Best Practices for Client Management & Communication presented by LuSundra Everett, EA

This practice management seminar will cover critical topics for managing a tax practice, including:

Discovery Call
Onboarding
Service Management
Offboarding
Client Relationship Management
Disengagement
Technology

Prerequisite - None

Program Level – Basic to Intermediate

Practice Management Seminar - No IRS CE

PRESENTER:
LuSundra Everett, EA is the owner of Everett Tax Solutions and ETS Tax Relief – both virtual firms.

LuSundra has been an Enrolled Agent since 2017 and has been active in the Enrolled Agent Community! She’s a member of the National Association of Enrolled Agents, on the Membership Committee for NAEA, and was awarded the Emerging Leader award for 2021. She has been a member of the Board of Directors for the Virginia Society of Enrolled Agents since 2018. She is a Fellow of National Tax Practice Institute, and a Certified Tax Coach.

She is frequently invited to teach continuing education on Cryptocurrency Taxation.

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

Cancellation
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.