In today’s episode of the IRS Whisperer Podcast, host Dan Henn, CPA, CTR™ kicks off Part 1 of a powerful two-part series on a topic every tax pro needs to master: setting client boundaries.

If you're feeling overwhelmed, constantly responding to late-night texts, or doing rush work for clients who procrastinate—this episode is for you.

Dan shares real-world strategies to help you:

• Set clear communication boundaries (no more 7pm phone calls!)
• Use tools like Google Voice and Calendly to protect your time
• Establish email and phone response policies that actually work
• Handle rush requests and late payments with confidence
• Use webinars to attract, educate, and convert ideal clients
• Reclaim your energy and focus like a true CEO

This episode is packed with practical steps that will help you serve clients better while protecting your time, your energy, and your business.

Tune in now and take control of your calendar, your boundaries, and your bottom line!

00:00 Why Client Boundaries Matter 03:00 Clients Will Respect the Limits You Set 06:00 Control Communication: Stop 24/7 Access 09:00 Manage Email & Texts on Your Terms 12:00 Smarter Scheduling & Setting Call Limits 15:00 Require Upfront Payment & Pause for Non-Payers 18:00 Charge Rush Fees & Enforce Deadlines 21:00 Actually Use the Tools You Invest In 23:00 Step Into Your Role as CEO 26:00 Use AI, Secure Data, and Take Action