Ep.1 Book Marketing, Tips for Collecting from Clients, and Pt 1 of Handling an IRS Collections Case

IRS Whisperer®

Welcome 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 collection cases.

Key Takeaways:

- How to incorporate a book into marketing your tax practice

- 3 tips for sustaining a profitable tax practice

- Why you might consider avoiding electronic signatures when handling IRS collection cases

The IRS Whisperer podcast is dedicated to helping you develop an efficient and profitable IRS Representation practice. 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 - Project management and note-taking software: https://www.notion.so/

- CPACharge - provides CPAs with a simple, secure, and streamlined way to accept payments: https://www.cpacharge.com/

- TaxDome - Manage your firm & clients in one place: https://taxdome.com/

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