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Pricing IRS Rep Work With A Chaotic IRS With Patrick Wanzer

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Manage episode 507850662 series 2449597
Content provided by Eric L. Green and Esq. - National Speaker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric L. Green and Esq. - National Speaker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Pricing tax representation is tough—and with today’s chaotic and understaffed IRS, it’s even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 507850662 series 2449597
Content provided by Eric L. Green and Esq. - National Speaker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric L. Green and Esq. - National Speaker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Pricing tax representation is tough—and with today’s chaotic and understaffed IRS, it’s even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.

  continue reading

202 episodes

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