Nice place to work but hard at times due to irrate customers.
Pros: i had the chance to learn something different everyday.
Cons: the traffic was sometimes difficult.
I answered all incoming calls and made sure to meet his or her expectations. I provided the customers with clear and easy-to-read disclosures, it helped inform the customer and thereby set expectations that are reasonable. This allows customers to make will-informed choices on their own and avoid problems associated with Company employees or ta preparers 'steering" customers toward one solution or another.
The tax preparer that offer TPG's products to Taxpayers carry much of the regulatory compliance burden for TPG. I also have the biggest impact on keeping customers informed, setting customer expectations, and avoiding any misunderstanding.
TPG's procedures have been written with regulatory compliance in mind. The best way to avoid compliance problems is to ensure that the procedures are being followed consistently.