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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Retainers and Shock and Awe - Improve your collections and Impress those Prospects
9:06
9:06
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Collecting 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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By 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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9:22
By 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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7:49
Ever 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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Ep.6 Referral Marketing, Client Onboarding, and IRS Penalty Abatement
1:28:27
1:28:27
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1:28:27
Receiving 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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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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Are 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
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41:11
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41:11
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 Ta…
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Ep.3 Busting Myths Around Reasonable Compensation with Paul Hamann
48:35
48:35
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Would 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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Wanting 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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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 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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