IRS Whisperer
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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Ep.6 Referral Marketing, Client Onboarding, and IRS Penalty Abatement
08/25/2022
Ep.6 Referral Marketing, Client Onboarding, and IRS Penalty Abatement
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 establishing your core values - The most common reasonable causes accepted by the IRS for penalty relief 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: Facebook: Instagram: Helpful Resources: - : CRM, Sales & Marketing Automation - : Swag Management Platform The IRS Whisperer is powered by the ® - 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
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Ep.5 Lead Magnets, Billing Management, and How to Properly Respond to a CP2000 IRS Notice
08/13/2022
Ep.5 Lead Magnets, Billing Management, and How to Properly Respond to a CP2000 IRS Notice
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 shouldn’t file a 1040-X in response to a CP2000 notice - What happens if you miss the CP2000 notice deadline 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: Facebook: Instagram: The IRS Whisperer is powered by the ® - 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
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Ep.4 Business Systems, Client Relationships, and the Power of the Paper Newsletter
07/23/2022
Ep.4 Business Systems, Client Relationships, and the Power of the Paper Newsletter
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: Facebook: Instagram: Helpful Resources: - : Project management and note-taking software - : Manage your firm & clients in one place - : Professional tax software for tax preparers and accountants The IRS Whisperer is powered by the ® - 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
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Ep.3 Busting Myths Around Reasonable Compensation with Paul Hamann
07/14/2022
Ep.3 Busting Myths Around Reasonable Compensation with Paul Hamann
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 avoid a preparer penalty - Understanding the multitude of tools and resources RCReports has available - What new services you can provide after adopting RCReports into your practice RC Reports is offering a special $200 off during the month of July! Use the link below to register for this special limited time offer. Paul Hamann is an expert on determining Reasonable Compensation for closely-held business owners. He has educated more than 80,000 tax advisors and valuators on the topic of Reasonable Compensation and has been published in numerous national and state journals. Paul, along with other experts in their own fields founded RCReports in 2010. RCReports cloud software determines reasonable compensation for Closely-Held Business Owners and is used by CPA’s, EA’s, Tax Advisors, Valuators, Forensic Accountants and Attorneys when they need to determine a Reasonable Compensation figure for a client. When Paul isn’t in the office, he enjoys spending time with his wife and two chocolate labs, hiking Colorado’s backcountry or paddling its scenic lakes and rivers. 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: Facebook: Instagram: The IRS Whisperer is powered by the ® - 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
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Ep.2 Why you need to add IRS Collections Representation to your Tax Practice TODAY with Jassen Bowman
07/07/2022
Ep.2 Why you need to add IRS Collections Representation to your Tax Practice TODAY with Jassen Bowman
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 mandated education into skills you can monetize - How to be confident when charging higher rates Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and , a checklist manual for practitioners. Jassen's work has been published in NSA's Main Street Practitioner, NAEA's EA Journal, and on AccountingWeb and CPA Trendlines. 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: Facebook: Instagram: Helpful Resources: - by Jassen Bowman: Discover the Exact Methods Used by Tax Professionals to Reduce and Permanently Resolve Your IRS Tax Debts - by Jassen Bowman The IRS Whisperer is powered by the ® - 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
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Ep.1 Book Marketing, Tips for Collecting from Clients, and Pt 1 of Handling an IRS Collections Case
07/07/2022
Ep.1 Book Marketing, Tips for Collecting from Clients, and Pt 1 of Handling an IRS Collections Case
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: Facebook: Instagram: Helpful Resources: - Notion - Project management and note-taking software: - CPACharge - provides CPAs with a simple, secure, and streamlined way to accept payments: - TaxDome - Manage your firm & clients in one place: The IRS Whisperer is powered by the ® - 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
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Welcome to the IRS Whisperer Podcast
06/23/2022
Welcome to the IRS Whisperer Podcast
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, 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.
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