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/