Episode 030: Helping Clients Get Into Payment Plans With The IRS with Dan Henn

The CPA Marketing Genius Podcast

[00:01 - 00:44] Opening Segment

• Salim Omar, CPA introduces Dan Henn to the show!
• Dan has been in practice for 10 years and has grown his practice to the coast of Florida
  

[00:45 – 18:02] Helping Clients Get Into Payment Plans With The IRS

• He offers IRS representation services in addition to his regular practice
• He teaches IRS representation of his regular coursework
• He advises practitioners to find clients from their existing client base or through marketing campaigns
• He points out that tax resolution services are not for everybody
• He advises practitioners to think about it’s not just them when starting their own business and to look for others to help them along the way
• He says that practitioners need to be coachable and implement their practices
• He shares his story of how he went from being a non-profit accountant to becoming an entrepreneur and coach in the accounting industry
  

[18:03 - 20:56] Closing Segment

• Dan emphasizes the importance of being curious and seeking out new knowledge, which led him to start the Tax Resolution Academy
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!
• Final Words
  

Connect with Dan Henn on his:

Website: CPA Rockledge

Facebook: Dan Henn

LinkedIn: Dan Henn

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Tweetable Quotes

“Go back to your client, list those people who owe money, find out who owed money. And if you had any question in your mind, whether or not they had the ability to pay it, give them a call and ask them.” - Dan Henn

"If you like working with the IRS if you like to add extra money to your practice because you can make some really good money just on a small handful of cases. And the other thing that this lends to is we find that nowadays, because of regulations, because of the state of the IRS, because of a lot of different things, a lot of practitioners are staying in it a little bit longer in tax prep, then they probably wanted to, they're probably ready to retire and retiring with a handful of clients and working resolution. It's something that can be done remotely." - Dan Henn

"Mindset is the biggest thing, finding a coach, working with a coach, and being coachable because there's a difference between finding a coach and working with a coach. But if you're not coachable then it's not going to work." - Dan Henn