IRS Whisperer

By: Dan Henn CPA CTR™
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  • Summary

  • 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.
    2024
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Economics Marketing
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Episodes
  • Ep 12, S 2 - Is there enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!

    Ep 12, S 2 - Is there enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!
    Oct 3 2024
    In 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 benefits of transitioning to a representation-focused firm or simply add IRS Collections representation to your tax practice for additional revenue. Additionally, the episode introduces you to their sponsor the Tax Resolution Academy® as a resource for learning how to manage these cases effectively, ensuring an abundance of work for motivated professionals. 00:00 Introduction and Common Question 00:15 IRS Data Book Overview 01:16 Taxpayer Delinquent Accounts 03:05 Handling Delinquent Returns 05:01 Earnings Potential for Tax Professionals 06:15 Offers in Compromise and Collection Data 08:23 Installment Agreements and Revenue Opportunities 10:17 Conclusion and Further Resources
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    13 mins
  • Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client

    Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client
    Aug 29 2024

    In 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 strategies for securing payments upfront, highlighting the necessity of engagement letters and retainers to ensure that tax professionals are compensated fairly for their work. Practical tips for explaining client obligations and protecting oneself from legal action are also discussed.

    00:00 Introduction and Today's Topic

    00:50 Importance of Written Communication

    04:26 Examples and Scenarios

    10:19 Getting Paid: Strategies and Tips

    19:58 Conclusion and Final Thoughts
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    21 mins
  • Ep 7, S 2 - Using Newsletters in Your Practice and Getting Paid for your Time

    Ep 7, S 2 - Using Newsletters in Your Practice and Getting Paid for your Time
    Aug 22 2024

    In 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, CTR™ shares a preference for traditional paper newsletters, emphasizing their tangible value and personal touch. Tips are provided on content variety, including inspirational stories, personal anecdotes, and even recipes to make newsletters more engaging and relatable.
    • Building Client Relationships: The episode stresses the importance of creating personal connections through newsletters. Sharing personal stories and achievements helps clients feel closer to you, fostering trust and loyalty.
    • Maximizing Revenue: Learn strategies for getting paid what you're worth. The Dan Henn, CPA, CTR™ discusses the importance of using engagement letters and charging separately for additional services like installment agreements and dealing with IRS notices. This ensures that your expertise and time are valued appropriately.
    • Practical Advice: The episode offers practical advice on managing newsletters, whether through direct mail or email, and how to use them as a tool to maintain regular contact with clients, ultimately reducing client turnover.

    Tune in to gain valuable insights on how to enhance your practice's communication strategy and ensure you're compensated fairly for your expertise.
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    24 mins

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