In today's episode of the IRS Whisperer Podcast, host Dan Henn, CPA, CTR™ shares a powerful mindset and business-building session focused on one thing: ditching the "I can't" attitude and unlocking smarter ways to grow your tax practice.

If you've ever felt stuck, underpaid, or overwhelmed by too many low-fee clients—this episode is your wake-up call.

Dan shares real-world examples and tactical strategies to help you:

• Charge higher fees and work with fewer, better clients
• Use simple tracking methods to analyze and improve your close rate
• Build stronger client relationships with proactive communication
• Collect and leverage client testimonials to attract ideal leads
• Avoid pricing traps and position your services for maximum value
• Improve your visibility on platforms like Google using reviews
• Tap into underused services like payroll resolution for referral growth

This episode is packed with practical advice that will help you raise your prices, reduce your stress, and deliver even more value to the clients who matter most.

Tune in now to shift your thinking, refine your pricing, and grow your practice with purpose!

0:00-0:03 — Introduction & Mindset: Overcoming "I Can't"
0:03-0:05 — The Power of Consistent Practice & Discipline
0:05-0:07 — Adapting Business Within Legal Boundaries
0:07-0:09 — Mastering Client Conversations & Overcoming Objections
0:09-0:11 — Value-Based Pricing: Working Smarter, Not Harder
0:11-0:14 — Tracking Quotes and Client Acceptance for Growth
0:14-0:17 — Using Testimonials and Reviews to Build Credibility
0:17-0:20 — Client Communication & Incentivizing Reviews
0:20-0:26 — Business Tax Returns, Penalties & Proactive Tax Planning
0:26-0:32 — Payroll Issues, Trust Fund Penalties & Referral Opportunities

In today's episode of the IRS Whisperer Podcast, host Dan Henn, CPA, CTR™ kicks off Part 1 of a powerful two-part series on a topic every tax pro needs to master: setting client boundaries.

If you're feeling overwhelmed, constantly responding to late-night texts, or doing rush work for clients who procrastinate—this episode is for you.

Dan shares real-world strategies to help you:

• Set clear communication boundaries (no more 7pm phone calls!)
• Use tools like Google Voice and Calendly to protect your time
• Establish email and phone response policies that actually work
• Handle rush requests and late payments with confidence
• Use webinars to attract, educate, and convert ideal clients
• Reclaim your energy and focus like a true CEO

This episode is packed with practical steps that will help you serve clients better while protecting your time, your energy, and your business.

Tune in now and take control of your calendar, your boundaries, and your bottom line!

00:00 Why Client Boundaries Matter
03:00 Clients Will Respect the Limits You Set
06:00 Control Communication: Stop 24/7 Access
09:00 Manage Email & Texts on Your Terms
12:00 Smarter Scheduling & Setting Call Limits
15:00 Require Upfront Payment & Pause for Non-Payers
18:00 Charge Rush Fees & Enforce Deadlines
21:00 Actually Use the Tools You Invest In
23:00 Step Into Your Role as CEO
26:00 Use AI, Secure Data, and Take Action

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

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

In this insightful episode of the IRS Whisperer Podcast, we delve into the dual topics of leveraging newsletters for business growth and ensuring you are adequately compensated for your professional services.

Key Highlights:

• The Power of Newsletters: Discover how newsletters can be a potent tool for marketing and client engagement. Dan Henn, CPA, CTR™ shares a preference for traditional paper newsletters, emphasizing their tangible value and personal touch. Tips are provided on content variety, including inspirational stories, personal anecdotes, and even recipes to make newsletters more engaging and relatable.
• Building Client Relationships: The episode stresses the importance of creating personal connections through newsletters. Sharing personal stories and achievements helps clients feel closer to you, fostering trust and loyalty.
• Maximizing Revenue: Learn strategies for getting paid what you're worth. The Dan Henn, CPA, CTR™ discusses the importance of using engagement letters and charging separately for additional services like installment agreements and dealing with IRS notices. This ensures that your expertise and time are valued appropriately.
• Practical Advice: The episode offers practical advice on managing newsletters, whether through direct mail or email, and how to use them as a tool to maintain regular contact with clients, ultimately reducing client turnover.

Tune in to gain valuable insights on how to enhance your practice's communication strategy and ensure you're compensated fairly for your expertise.

Writing a book is one of the best things you can do for your tax practice. It can become the best thing to differentiate yourself from your competition. It will become your new business card and it can lead to better clients, speaking gigs, and possibly TV/radio/podcast interviews.

Why don't you have a book of your own with your name in the title. Make it a goal for you to have a book with your name as the author before we get into the next tax season. If you want to get better and go farther faster, this is the way to go AND the great thing, is it really does not have to take a lot of time out of your already busy day.

Listen to this episode for the hints you need to take the next step. Reach out to us at irswhispererpodcast@taxresolutionacademy.com. Check out our sponsor, the Tax Resolution Academy® https://taxresolutionacademy.com/ or to join the Tax Resolution Academy® https://community.taxresolutionacademy.com/