EP1, S 3 - Time Blocking, Marketing Tip and CSEDs
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EP1, S 3 - Time Blocking, Marketing Tip and CSEDs
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In this episode, the host kicks off Season 3 with three powerful strategies every tax pro needs to build a more profitable, less stressful practice.
Tired of long hours, endless client demands, and the feeling that you're working harder but not really moving forward? The IRS Whisperer Podcast is here to change that.
You'll learn how time blocking can help you take back your day, how to uncover quick revenue wins from existing clients, and how understanding the CSED expiration period can lead to major tax relief for those you serve.
If you're looking to refine your tax resolution skills and provide more comprehensive services to clients, this episode is a must-listen!
00:00 Introduction and Season 3 Kickoff
02:00 Time Blocking and Productivity Tips
05:00 Structuring Your Workday and Setting Boundaries
08:00 Training Clients and Managing Communication
11:00 Marketing Quick Wins and Revenue Opportunities
14:00 The $500 Installment Agreement Example
16:00 Referrals, Client Awareness, and Missed Payments
18:00 Understanding CSED and Collection Deadlines
21:00 Real Client Stories of Debt Expiration
23:00 Support from the Tax Resolution Academy
25:00 Closing Thoughts and Reducing Stress