This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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Ep 12, S 2 - Is there enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!
13:24
13:24
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13:24In this episode, we dive into the opportunities available for licensed tax professionals in handling IRS collections cases. Using data from the IRS Data Book, we explore the prevalence of taxpayer delinquent accounts, offers in compromise, and installment agreements. The host discusses the potential earnings for tax professionals, emphasizing the b…
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Ep 11, S 2 - Reasonable Cause Penalty Abatement and the Importance of a Value Ladder in your practice
24:08
24:08
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24:08Mastering the Value Ladder and Reasonable Cause Penalty Abatements for Tax Practitioners In today's episode, we discuss two key topics beneficial for tax practitioners: the value ladder strategy for marketing and practice management, and the technical aspects of reasonable cause penalty abatements. The value ladder is explained with examples of cre…
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Ep 10, S 2 - Outside the box marketing ideas
8:47
8:47
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8:47Effective Marketing Strategies for Tax Professionals In this episode, Dan Henn, CPA, CTR™, discusses various marketing strategies for tax and bookkeeping practices, based on ideas shared during a mastermind group meeting. Key suggestions include leveraging client referrals, utilizing church bulletins for advertising, mailing paper newsletters, and …
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Ep 9 S2 - Procrastination is the opposite of fun! Installment Agreement Tips and Tricks
20:09
20:09
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20:09Managing Procrastination and Payment Plans: Essential Tips for Tax Professionals In this episode, Dan Henn, CPA, CTR™ also known as the IRS Whisperer, addresses the prevalent issue of procrastination among clients and its adverse effects on tax professionals. Dan explores ten significant consequences, including missed deadlines, increased stress, f…
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Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client
21:23
21:23
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21:23In this episode, the Dan Henn, CPA, CTR™ focuses on best practices for communication and documentation in the tax representation field. He emphasizes the importance of reducing verbal communications to written form to avoid disputes. He suggests using emails, letters, and recordings to accomplish this task. Dan Henn, CPA, CTR™ also provides strateg…
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Ep 7, S 2 - Using Newsletters in Your Practice and Getting Paid for your Time
24:21
24:21
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24:21In this insightful episode of the IRS Whisperer Podcast, we delve into the dual topics of leveraging newsletters for business growth and ensuring you are adequately compensated for your professional services. Key Highlights: The Power of Newsletters: Discover how newsletters can be a potent tool for marketing and client engagement. Dan Henn, CPA, C…
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Ep 6, S 2 - Writing a Book for Tax Pros the Easy Way
12:57
12:57
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12:57Writing a book is one of the best things you can do for your tax practice. It can become the best thing to differentiate yourself from your competition. It will become your new business card and it can lead to better clients, speaking gigs, and possibly TV/radio/podcast interviews. Why don't you have a book of your own with your name in the title. …
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Ep 5. S 2 - Raising Fees - Why is it so hard?
34:38
34:38
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34:38Welcome to our exploration of a topic that many tax professionals and licensed practitioners often grapple with: raising fees. Despite the ever-present dynamics of inflation and market forces, numerous professionals find it incredibly challenging to increase their rates. In this episode, we'll dive into several key reasons behind this hesitation an…
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Retainers and Shock and Awe - Improve your collections and Impress those Prospects
9:06
9:06
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9:06Collecting retainers has been one of the best things that I ever did. I collected a 50 percent retainer on tax preparation. I would do at least a 50 percent retainer on collections cases. If you want to know more and how to handle this in your tax practice, this episode is for you.By Dan Henn, CPA, CTR™
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Offer-in-Compromise Doubt as to Liability vs Audit Reconsideration
11:02
11:02
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11:02By Dan Henn, CPA, CTR™
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Time Hogs - Time to slaughter this evil in your life
9:22
9:22
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9:22By Dan Henn, CPA, CTR™
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Hey Tax Pro! Win Back Your Time by Building Fences
7:49
7:49
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7:49Ever gone to the office worked a whole day and on your way home you are thinking, "What the Heck did I do today?". You feel that you have nothing to show for it. You answered two to three "Got a minute" phone calls, returned all of the email that came in within 5 minutes of it showing up and even met with a few clients that were not previously sche…
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S1, Ep 6 - Referral Marketing, Client Onboarding, and IRS Penalty Abatement
1:28:27
1:28:27
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1:28:27Receiving penalties from the IRS? Let’s use what the Internal Revenue Manual (IRM) says about penalties to our advantage. In this episode, Dan shares how to start building professional relationships that lead to client referrals, why you should develop a system for onboarding new clients, and some helpful tips for handling penalty abatement request…
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S1, Ep 5 - Lead Magnets, Billing Management, and How to Properly Respond to a CP2000 IRS Notice
1:07:10
1:07:10
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1:07:10Are you struggling to get new clients? Implementing lead magnets into your marketing plan could be your solution! In this episode, Dan breaks down the different types of lead magnets, how to decide which is best for you, along with multiple real-world examples proving their effectiveness. Dan also shares tips to manage your billings and increase yo…
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Ep.4 Business Systems, Client Relationships, and the Power of the Paper Newsletter
41:11
41:11
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41:11Stop losing clients! Stay top-of-mind and build a better client relationship with a paper newsletter. Join Dan in this information packed episode to learn how to incorporate a paper newsletter into your marketing plan. You’ll also learn when it’s appropriate to use a Power of Attorney and why you need to implement systems into your practice. Key Ta…
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Ep.3 Busting Myths Around Reasonable Compensation with Paul Hamann
48:35
48:35
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48:35Would you like to prevent paying a preparer penalty? Paul Hamann of RCReports will tell you how. In this episode, Dan and Paul discuss exactly what reasonable compensation is and why it’s important for every tax professional and business owner to understand. They examine some real cases involving reasonable compensation issues and how the tools and…
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Ep.2 Why you need to add IRS Collections Representation to your Tax Practice TODAY with Jassen Bowman
1:04:27
1:04:27
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1:04:27Wanting to grow your tax practice and make more money? Then this show is for you. Our first guest on the show, Jassen Bowman, will share why you should add IRS Collections representation to your practice and how to do so with confidence. Join Dan and Jassen as they take a deep dive into developing a recession proof tax practice. They discuss how yo…
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Ep.1 Book Marketing, Tips for Collecting from Clients, and Pt 1 of Handling an IRS Collections Case
1:02:35
1:02:35
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1:02:35Welcome to the first episode of the IRS Whisperer podcast! In this episode, Dan discusses why you should consider writing a book to expand your marketing strategy and some great tips on how to get started. He also shares some important things to consider when collecting payments from clients before wrapping up with an introduction to handling IRS c…
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Hey fellow tax professional, are you ready to become the superhero your clients need all while achieving financial freedom in your tax practice? Join Dan Henn, CPA, CTR™, CTC, and co-founder of the Tax Resolution Academy® with nearly 30 years of experience in the industry, through invaluable interviews with industry experts and informative discussi…
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