『IRS Whisperer』のカバーアート

IRS Whisperer

IRS Whisperer

著者： Dan Henn CPA CTR™
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 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 マーケティング マーケティング・セールス 経済学
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  • EP2, S 3 - Becoming the Go-To Expert for IRS Representation

    EP2, S 3 - Becoming the Go-To Expert for IRS Representation
    2025/09/04

    In today’s episode of the IRS Whisperer Podcast, the host (Dan Henn, CPA, CTR™) discusses how you can become the go-to expert in your market for IRS representation. Whether it’s handling collections or exam work, Dan dives into actionable steps to establish yourself as a trusted professional, even if you’re just getting started.

    From marketing strategies to networking tips, you'll learn how to:

    • Introduce IRS representation to your current clients

    • Reach out to other professionals to expand your network

    • Utilize tools like videos, books, and social media to build your authority

    • And more!

    Don't miss out on this valuable episode filled with actionable insights! Tune in now and take the first step toward growing your practice and offering even more value to your clients!

    00:00 – Introduction to IRS Representation & Why It’s a Perfect Fit
    02:00 – Handling IRS Notices and Collections for Clients
    04:00 – Marketing IRS Representation & Networking with Professionals
    06:00 – Building Awareness: Content Creation & Speaking Opportunities
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    9 分
  • EP1, S 3 - Time Blocking, Marketing Tip and CSEDs

    EP1, S 3 - Time Blocking, Marketing Tip and CSEDs
    2025/08/28

    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
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    27 分
  • 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!
    2024/10/03
    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 分
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