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.
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
6 Oct 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
4 Sept 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
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
2 ratings
Spotify
5.0 / 5
2 ratings
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