If you’re stuck working 60-hour weeks and feel like your tax resolution practice is running you, more effort won’t fix your business model.
So, what are successful tax pros doing differently to double their tax resolution fees and reclaim their weekends?
In this episode of the ProMarketer Podcast, Christian Jones sits down with Dan Henn, CPA, CTR™, co-founder of the Tax Resolution Academy®. With over three decades in the profession, Dan rebuilt his firm around high-value pricing and smart workflows. Today, he teaches tax resolution pros how to build scaling representation practices without adding headcount.
Listen in to hear Dan and Christian uncover:
- How one practitioner used Claude Code to build a complete firm pipeline automation in 2.5 hours (a task that previously took nine months of frustration).
- The low-friction follow-up framework that brings ghosted leads back to the table as paying clients.
- How Dan doubled his upfront investigation fees and maintained a 90%+ closing rate by shifting client conversations from “costs” to “investments”.
- How to implement pre-qualification questions that weed out low-ticket tire kickers before they take up space on your calendar.
If you want to install these systems into your own firm, Dan is teaching these frameworks live at the Tax Pro Profit Maximizer Expo 2026 in Orlando (November 17–19). This event will help you escape capped hourly rates and transition to a predictable, high-margin business model. You’ll walk away with an aligned structure for tax resolution fees and automated onboarding systems, along with a complete lead-generation strategy.
Click here to grab your seat for the Tax Pro Profit Maximizer Expo 2026 before space runs out.
Resources
Podcast Highlights
- One practitioner used Claude Code to build a complete software automation pipeline in just two and a half hours, saving months of manual effort.
- By framing services as an “investment” rather than a cost, Dan doubled his initial investigation fees while maintaining a 90% client closing rate.
- Implementing pre-qualification questions before consultations helps firm owners weed out low-debt leads who are unwilling to pay resolution fees.
- Sending a simple, direct follow-up message asking prospects if they are still ready to move forward can instantly reactivate cold leads.
- Most tax professionals suffer from burnout because they operate without written systems and let clients dictate their firm boundaries.
- Restructuring firm offers allow even brand-new practitioners to land comprehensive cleanup and back-tax resolution deals worth up to $40,000.
- Documenting step-by-step procedures creates operational clarity and allows firm owners to identify and fix efficiency gaps.
- At the Tax Pro Profit Maximizer Expo, attendees build active marketing plans and pricing schedules live instead of leaving with binders of unused notes.