In this episode, the Dan Henn, CPA, CTR™ focuses on best practices for communication and documentation in the tax representation field. He emphasizes the importance of reducing verbal communications to written form to avoid disputes. He suggests using emails, letters, and recordings to accomplish this task. Dan Henn, CPA, CTR™ also provides strategies for securing payments upfront, highlighting the necessity of engagement letters and retainers to ensure that tax professionals are compensated fairly for their work. Practical tips for explaining client obligations and protecting oneself from legal action are also discussed. 00:00 Introduction and Today's Topic 00:50 Importance of Written Communication 04:26 Examples and Scenarios 10:19 Getting Paid: Strategies and Tips 19:58 Conclusion and Final Thoughts