In this episode, the host kicks off Season 3 with three powerful strategies every tax pro needs to build a more profitable, less stressful practice.

Tired of long hours, endless client demands, and the feeling that you’re working harder but not really moving forward? The IRS Whisperer Podcast is here to change that.

You’ll learn how time blocking can help you take back your day, how to uncover quick revenue wins from existing clients, and how understanding the CSED expiration period can lead to major tax relief for those you serve.

If you’re looking to refine your tax resolution skills and provide more comprehensive services to clients, this episode is a must-listen!

00:00 Introduction and Season 3 Kickoff
02:00 Time Blocking and Productivity Tips
05:00 Structuring Your Workday and Setting Boundaries
08:00 Training Clients and Managing Communication
11:00 Marketing Quick Wins and Revenue Opportunities
14:00 The $500 Installment Agreement Example
16:00 Referrals, Client Awareness, and Missed Payments
18:00 Understanding CSED and Collection Deadlines
21:00 Real Client Stories of Debt Expiration
23:00 Support from the Tax Resolution Academy
25:00 Closing Thoughts and Reducing Stress

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