Receiving penalties from the IRS? Let’s use what the Internal Revenue Manual (IRM) says about penalties to our advantage. In this episode, Dan shares how to start building professional relationships that lead to client referrals, why you should develop a system for onboarding new clients, and some helpful tips for handling penalty abatement requests for your clients.

Key Takeaways:

- Who to reach out to for tax representation referrals

- The importance of requesting feedback during the onboarding process

- Important steps to include when creating an onboarding checklist

- How to begin establishing your core values

- The most common reasonable causes accepted by the IRS for penalty relief

The IRS Whisperer podcast is dedicated to helping you develop an efficient and profitable firm. Be sure to subscribe on your favorite podcast platform so you don’t miss an episode.

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Helpful Resources:

- Keap: CRM, Sales & Marketing Automation

- Printfection: Swag Management Platform

The IRS Whisperer is powered by the Tax Resolution Academy® - a digital community for tax pros seeking support, educational materials, and up-to-date instruction on IRS representation cases. Learn how to grow your firm, operate more efficiently and profitably, and provide the best possible representation to your clients. To learn more or join, go to https://community.taxresolutionacademy.com/ctr