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hello and welcome to basic tax training for tax sales representatives my name is jason bowman im a irs licensed enrolled agent and we are going to be going through uh for the next 20 30 minutes or so the really really really basic things that any tax sales representative needs to know about taxes the things that were going to be covering are applicable to anybody that is selling tax preparation services tax resolution services so if youre an opener or closer in the tax resolution industry this information is important if you are a an appointment setter or call back setter for a tax attorney a cpa an enrolled agent then you know youre scheduling uh consultations or callbacks for any kind of tax services for for tax professionals this kind of knowledge will help you in that task and you know even if youre not a sales representative but you know if youre a receptionist that occasionally talks to new prospective clients this information is is just as valuable to you so as a tax sale