Remember, to CHOOSE who you want to work with. It's your business, you are THE CEO of YOUR company. Remember that there is a template inside of your workbook that was shared yesterday. Politely Parting From Clients

Kwong Refund Recovery Find and Claim Hidden Refund Opportunities Before the July 10 Deadline In the next few weeks, your clients are going to read about Kwong in the Wall Street Journal or see it on CNBC. Then they’re going to call their tax professional and ask why no one reached out. The IRS assessed more than 32 million failure-to-pay and estimated tax penalties in FY 2023 alone. Under Kwong v. United States, a meaningful share — sitting inside your existing client base right now — may be recoverable. But only if a Form 843 lands at the right service center, certified mail, before July 10, 2026. - Identify clients sitting on substantial penalty and interest refund opportunities - Find previously denied refund claims that are now timely under Kwong’s reasoning - Read IRS transcripts to verify qualifying assessments and payments in minutes, not hours - Calculate refund amounts tied to pandemic-era deadlines - Draft Form 843 refund claims and protective claims with the right Kwong-specific language - Build an outreach workflow to reach out to your client base before the deadline - July 10 - Structure and price the engagement — flat fee, contingent, hybrid

@Sheronda Ervin @Chayah Yisrael @Beverly Akogu @Kandace Fryar Should we connect inside a WhatsApp group so that we can stay in touch in one place once Skool is gone or would you prefer something else?

Here is the link to tonight's last meeting of our co-hort. https://drive.google.com/file/d/1e0u1O8GD-ufHhb3wOYTDx2FWdy5tZeUa/view?usp=sharing An email has gone out with the two workbooks that were reviewed in tonight's class.

Greetings Ladies, I hope all is well with everyone. Unfortunately, I will not be attending the last session. My granddaughter is graduating from High School, so I be at her ceremony. I hope we're able to keep in contact with each other. Thank you, Beverly