S1, Ep 6 - Referral Marketing, Client Onboarding, and IRS Penalty Abatement

IRS Whisperer

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

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Helpful Resources:

- Keap: CRM, Sales & Marketing Automation

- Printfection: Swag Management Platform

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