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

Brought to you by Salim Omar, CPA and the CPA Marketing Genius Podcast.

Background

Dan Henn is a successful CPA firm owner. With over a decade off experience behind him, Henn offers clients a wide range of services including coaching seminars, tax solutions and helping people deal with issues they may have with the IRS. Henn keeps his practice small and works with all types of clients. 

The best way for folks to reach out to Henn is by email dan@taxresolutionacademy.com or through his website for a 30 day test drive.

What Led Henn to Offer IRS Representation to His Clients?

Henn has always had an interest in IRS representation. After listening to and meeting various mentors,  he decided to dive head first into becoming an IRS Representative. He has been offering the service for ten years now. Besides being a lucrative service offering, Henn gets satisfaction in helping his clients  who owe one or more years of unfiled returns to the IRS. He and his team help develop a payment plan to help clients figure things out.

"People owed money and they told me they couldn't pay and I helped them get into a payment plan. I called the IRS at one time on all three people. These people who had paid me $250 worth on their return each. It took me 30 minutes to deal with each case," says Henn.

Henn began to raise his prices and soon he started to thrive.



Factors such as the state of the IRS and delays in processing paper returns, may make cases take a little bit longer to get resolved.

Where Can You Find Clients?

When a tax practitioner decides to  add representation to their services, they usually start with their existing clients. "I tell people, go back to your client. List those people who owe money. 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," advises Henn.

Is Offering Tax Representation Services Right For Everyone?

"It's not for everybody. "The people who should offer these services are people who love to help others," says Henn."

Henn describes that clients usually come to him with fear in their eyes.

"Some of them are angry with the IRS, while others simply don't know where to start. They don't know how to deal with it. Some people are in a world of hurt financially. You may be wondering how they can pay me if they're in a world of hurt?,"says Henn.

With the right payment plan, you can bring your clients finances back to life once again. According to Henn one of his biggest successes in acquiring clients was simply creating a Google Ad. There are tons of people who avoid dealing with the IRS and procrastinate until it's almost too late.



Ultimately, if you like working with the IRS while adding money to your practice then you should give becoming an IRS Representation a shot.

Tips on Being a Successful Entrepreneur

• You're not in this by yourself.

Henn recommends that you look for others to help you with this journey. This can be through hiring employees or having a coach.



"If you can work with somebody who's a coach, who's been there, who understands the principles, who understands that.Mindset is the biggest problem that most practitioners have. Once you've conquered overcoming your fears, you can do anything!" Says Henn.

Final Words of Wisdom from Dan Henn

Be coachable-To be successful as an entrepreneur and CPA, you have to be coachable. Avoid falling into the trap of FTI- Failure to Implement. You have to take action to see a difference in your numbers. Introducing something as simple as IRS Representation to your services can increase your revenue in a big way," says Henn.

CPA Marketing Genius offers Done-and-You services for web design, SEO and online marketing for CPA firms who want to grow with high value clients. Listen to the CPA Marketing Genius Podcast for more amazing insights.