IRS Whisperer

Dan Henn, CPA, CTR™

5.0 (2)
Education
Updated Weekly

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.

10/06/2025

EP4, S 3 - Pricing, Selling, Testimonials/Reviews

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
10/06/2025

EP3, S 3 - Client Boundaries Pt 1, Using Webinars, Re-engage your energy

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
10/06/2025 · Bonus

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09/04/2025

EP2, S 3 - Becoming the Go-To Expert for IRS Representation

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
08/28/2025

EP1, S 3 - Time Blocking, Marketing Tip and CSEDs

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
10/03/2024

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

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
09/19/2024

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

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 explained with examples of creating tiered packages to enhance client services and revenue. For the technical segment, the focus is on structuring reasonable cause penalty abatement requests, detailing the IRS guidelines and factors necessary to prove ordinary business care and prudence. Practical advice, illustrative examples, and references to essential resources, such as specific IRS sections and recommended books, are also provided. 00:00 Introduction and Overview 00:24 Understanding the Value Ladder 01:39 Creating Effective Packages 06:15 Representation and Value Ladder 08:53 Recommended Reading and Resources for understanding the Value Ladder concept 09:55 Reasonable Cause Penalty Abatement 10:15 Steps for Structuring Requests 12:34 Four-Factor Test for Reasonable Cause 14:16 Handling Client Reply for Reasonable Cause 19:26 Final Tips and Conclusion Sponsor Tax Resolution Academy® Tax Pro Profit Maximizer Expo (TPPME) 2024 https://www.tppme.com/tppme-2024-home-eb
09/13/2024 · Video

Ep 10, S 2 - Outside the box marketing ideas

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, mailing paper newsletters, and reminding clients of additional services offered. The host emphasizes the importance of staying in communication with current clients and up-selling them on new services. The episode concludes with a call for listeners to share their own marketing ideas and strategies. 00:00 Introduction and Overview 00:06 Mastermind Group Insights 00:23 Marketing Ideas and Suggestions 01:36 Client Referrals and Testimonials 03:07 Newsletters and Client Communication 04:58 Speaking Engagements 05:35 Summary and Final Thoughts 06:57 Conclusion and Call to Action

Trailer

Welcome to the IRS Whisperer Podcast

Hey fellow tax professional, are you ready to become the superhero your clients need all while achieving financial freedom in your tax practice? Join Dan Henn, CPA, CTR™, CTC, and co-founder of the Tax Resolution Academy® with nearly 30 years of experience in the industry, through invaluable interviews with industry experts and informative discussions focusing on tax marketing and practice management. Discover extensive tax technical tips to grow, manage, and handle just about any case. The IRS Whisperer is powered by the Tax Resolution Academy® - a digital community for tax pros seeking support, educational materials, and up-to-date instruction on IRS representation cases. Learn how to grow your firm, operate more efficiently and profitably, and provide the best possible representation to your clients.

5

out of 5

2 Ratings

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.

Creator

Dan Henn, CPA, CTR™
Years Active

2022 - 2025
Episodes

24
Rating

Clean
Copyright

© 2024
Show Website

IRS Whisperer