IRS Whisperer

Ep 12, S 2 - Is there enough work for licensed tax pros to take on IRS Collections cases? Heck Yeah!

Oct 3, 2024

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...

Ep 11, S 2 - Reasonable Cause Penalty Abatement and the Importance of a Value Ladder in your practice

Sep 19, 2024

Mastering the Value Ladder and Reasonable Cause Penalty Abatements for Tax Practitioners

In today's episode, we discuss two key topics beneficial for tax practitioners: the value ladder strategy for marketing and practice management, and the technical aspects of reasonable cause penalty abatements. The value ladder is...

Ep 10, S 2 - Outside the box marketing ideas

Sep 13, 2024

Effective Marketing Strategies for Tax Professionals

In this episode, Dan Henn, CPA, CTR™, discusses various marketing strategies for tax and bookkeeping practices, based on ideas shared during a mastermind group meeting. Key suggestions include leveraging client referrals, utilizing church bulletins for advertising,...

Ep 9 S2 - Procrastination is the opposite of fun! Installment Agreement Tips and Tricks

Sep 5, 2024

Managing Procrastination and Payment Plans: Essential Tips for Tax Professionals

In this episode, Dan Henn, CPA, CTR™ also known as the IRS Whisperer, addresses the prevalent issue of procrastination among clients and its adverse effects on tax professionals. Dan explores ten significant consequences, including missed...

Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client

Aug 29, 2024

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,