Stop 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 Takeaways:

- Differences between a form 2848 - Power of Attorney and the form 8821 - 3rd Party Appointee

- How you can connect with your clients on a personal level

- Why implementing systems in your practice saves both time and money

The IRS Whisperer podcast is dedicated to helping you develop an efficient and profitable firm. Be sure to subscribe on your favorite podcast platform so you don’t miss an episode.

Do you have some feedback or questions about this episode? Leave a note in the comment section or reach out on social media:

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Helpful Resources:

- Notion.so: Project management and note-taking software

- TaxDome: Manage your firm & clients in one place

- UltraTax: Professional tax software for tax preparers and accountants

The IRS Whisperer is powered by the Tax Resolution Academy® - a digital community for tax pros seeking support, educational materials, and up-to-date instruction on IRS representation cases. Learn how to grow your firm, operate more efficiently and profitably, and provide the best possible representation to your clients. To learn more or join, go to https://community.taxresolutionacademy.com/ctr