The CPA Marketing Genius Podcast

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

Episode Summary

Dan Henn, CPA is an entrepreneur, tax resolution education speaker, author of the book “No Holds Barred, Candid Talk About Small Business Success In Florida”, tax columnist with the local newspaper “Florida Today” and former host of “The Financial Truth with Dan Henn, CPA” on 1060AM WMEL radio. Dan is the owner/shareholder of Daniel Henn, CPA, PA since December 2009. He is actively involved in IRS tax resolution, comprehensive tax planning, and preparation of tax returns for corporations, partnerships, and individuals. Dan has worked on many issues related to tax consulting, IRS representation, payroll, sales tax, and multi-state income taxation. Dan specializes in all areas of real estate taxation (real estate brokers/agents, property managers, real estate investors, mortgage brokers, and appraisers) as well as taxation of medical professionals including dentists, chiropractors, orthodontists, optometrists, and veterinarians. Dan has his Bachelor’s and Master’s degree from the University of South Florida. He has over 24 years of experience in taxation and business planning. Previous experience includes three years as Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando, a Big 4 international accounting firm, and most recently, six years as a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP (large CPA firm in Melbourne, FL). In this episode, Dan Henn discusses his experience as an IRS representative and how he has helped business owners grow their businesses. He started his own firm in 2013 and has been providing IRS representation services ever since. He talks about how he started teaching this same skill set to other tax professionals since then. His main goal is to help people avoid tax headaches and get them into a payment plan as quickly and easily as possible. He advises listeners and their clients to find out who owes money, call them, and ask them if they can pay. Another value-bomb episode so make sure you tune till the end!

Episode Notes

[00:01 - 00:44] Opening Segment 

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

[18:03 - 20:56] Closing Segment

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