Struggling to get your taxes done? Have years of unfiled returns? Don’t panic! In this episode of The Miller Law Chronicles, Attorney James Miller sits down with tax expert Dan Wasserman, CPA and founder of an accounting firm in Milwaukee.
With over 25 years of experience, Dan provides critical advice for taxpayers who need to file previous years’ returns as well as meet upcoming deadlines. Learn easy tips for obtaining past W-2s and tax documents. Discover strategies for managing IRS debts and getting on payment plans.
Whether you’re an individual or small business owner behind on taxes, this practical guidance will help get you caught up. Tune in to equip yourself with the knowledge needed to tackle your tax filing obligations. Don’t let complex tax problems weigh on you any longer!
Welcome to another riveting episode of The Miller Law Chronicles. In our commitment to ensuring client success, we’ve been utilizing innovative tools to streamline our services. One standout tool that has been instrumental in transforming our client intake process is Lexria. In today’s episode, we’re discussing this impressive software with its Director of Client Success, Sally Rogers.
Lexria, an industry-leading software company, has created a comprehensive portal that enables clients to provide us with their accurate and complete information – from assets and liabilities to obligations and debts. This, in turn, facilitates us in preparing bankruptcy petitions more effectively and efficiently.
One persistent challenge in the bankruptcy law sphere has been maintaining accuracy in client information, and Lexria has stepped in to address this issue with their tailor-made solution. Since partnering with them nearly a year ago, we’ve experienced a significant improvement in managing client data and enhancing our service quality.
We’re thrilled to have Sally Rogers on board, who hails from Boston, and who has been at the helm in ensuring client success for Lexria. She will be elaborating on how Lexria operates, how it enriches client experience, and how it has seamlessly resolved the once difficult process of gathering accurate and comprehensive information from clients.
This transformative software, reminiscent of an intuitive, question-driven TurboTax interface, not only helps us garner accurate information but also conveniently manages pay stubs and bank statements. Tune in as we dissect its functionalities, impacts on the bankruptcy process, and its role in improving the law practice.
Here are some other topics Jamie discusses in this episode: (4 to 5)
- An in-depth introduction to Lexria and its crucial role in the bankruptcy intake process.
- Sally Roger’s journey as the Director of Client Success at Lexria.
- The pain points of traditional data collection methods and how Lexria has addressed them.
- The transformation in the quality of client experience since integrating Lexria into the process.
- A discussion on how software like Lexria is altering the landscape of bankruptcy filings and law practice.
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