Ep.5 Lead Magnets, Billing Management, and How to Properly Respond to a CP2000 IRS Notice
Release Date: 08/13/2022
IRS Whisperer
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 requests for your clients. Key Takeaways: - Who to reach out to for tax representation referrals - The importance of requesting feedback during the onboarding process - Important steps to include when creating an onboarding checklist - How to begin...
info_outline Ep.5 Lead Magnets, Billing Management, and How to Properly Respond to a CP2000 IRS NoticeIRS Whisperer
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 your revenue before wrapping up with a complete walkthrough of handling a CP2000 IRS notice. Key Takeaways: - The 3 key elements to creating a successful lead magnet - 10 tips to elevate your billings management - Why you...
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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 ...
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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 resources provided by RCReports became crucial to winning the cases in the clients’ favor in an IRS Exam. Key Takeaways: - How implementing RCReports into your practice can substantially increase your value and cost of services - How to...
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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 you can transform continuing education credits into profitable services and how to shift your mindset to seeing the value in your experience. Key Takeaways: - Why taxpayer representation work is recession proof - The importance of turning...
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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 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 ...
info_outline Welcome to the IRS Whisperer PodcastIRS Whisperer
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 discussions focusing on tax marketing and practice management. Discover extensive tax technical tips to grow, manage, and handle just about any case. The IRS Whisperer is powered by the ® - a digital community for tax pros seeking support,...
info_outlineAre 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 your revenue before wrapping up with a complete walkthrough of handling a CP2000 IRS notice.
Key Takeaways:
- The 3 key elements to creating a successful lead magnet
- 10 tips to elevate your billings management
- Why you shouldn’t file a 1040-X in response to a CP2000 notice
- What happens if you miss the CP2000 notice deadline
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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