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IRS Whisperer®

Jul 18, 2024

Collecting retainers has been one of the best things that I ever did. I collected a 50 percent retainer on tax preparation. I would do at least a 50 percent retainer on collections cases. If you want to know more and how to handle this in your tax practice, this episode is for you.


Jun 27, 2024

Ever gone to the office worked a whole day and on your way home you are thinking, "What the Heck did I do today?". You feel that you have nothing to show for it. You answered two to three "Got a minute" phone calls, returned all of the email that came in within 5 minutes of it showing up and even met with a few clients...

Aug 25, 2022

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...