We love getting new representation clients – they are very lucrative cases. But what do you do when the phone rings? How do you get paid? What information should you ask for, and what are your first five steps? Join us for this special program as Eric Green, the founder of Tax Rep Network, the New England IRS Representation Conference, and his own 22 person tax law firm Green & Sklarz LLC, walks you through how to onboard these new clients properly to assure you can resolve their issue and make money doing it!