Get Better Clients and More Revenue
No more sacrificing personal time and freedom for clients who underpay you
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Don’t miss this opportunity to grow your tax practice, attract better clients, and increase your revenue.
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It's Back! June 18th - 20th, 2025
Tax Rep Defender Odyssey
Get Better Clients and More Revenue by Mastering IRS Representation
No more sacrificing personal time and freedom for clients who underpay you
Live and In-Person
Carte Hotel San Diego Downtown
San Diego, CA
June 18-20, 2025
Up to 24 hours of CPE
Get Ready for Another 3 Days of Extreme Levelling Up
What is Tax Rep Defender Odyssey (TDO)?
TDO is a three-day live event designed exclusively for tax professionals who want to master IRS Representation, attract better clients, and increase their profitability. This isn't just another CPE seminar—it’s a hands-on experience where you’ll gain real-world strategies for handling IRS Collections and Exam cases with confidence.
You’ll gain insights and strategies you won’t find anywhere else—practical, real-world tactics that set you apart in IRS Representation. You’ll discover new techniques to market your services effectively, close high-value clients, and build a practice that works for you—not the other way around. When you apply these strategies, you’ll see a real impact on your revenue and work-life balance.
Ask yourself:
- Are you tired of working long hours on complex cases that barely pay enough?
- Does your practice feel like a constant grind instead of the business you dreamed of?
- Do you struggle to attract the right clients who actually value your expertise?
- Is there a way to make IRS Representation easier and more profitable?
At TDO, we’ll not only answer these questions—we’ll show you exactly how to fix these challenges and build the practice you actually want.
Seats are limited, and this event will sell out fast.
Reserve your spot today and take control of your tax practice!
Who Should Attend?
This event is for licensed tax professionals who are ready for real change in their practice.
- Do you want to attract better clients instead of feeling stuck with the wrong ones?
- Are you tired of long hours and low-paying cases?
- Do you want to grow your practice without sacrificing your personal time?
If you want to streamline your practice, attract better clients, and increase your profitability without overworking yourself, this event is for you. Join us this June during the slower season and learn strategies that will help you bring in the right clients, increase revenue, and reclaim your time.
Seats are limited—reserve yours today!
Plus, get your CPE with us. See Q&A below for details.
Speaker, Author, Coach & Co-Founder of Tax Resolution Academy®
Meet Your Host:
Dan Henn, CPA, CTR™.
Dan Henn, CPA, CTR™, is a seasoned tax professional, speaker, coach, and author with over 30 years of experience in taxation, IRS Collections, and Exam Representation.
As the author of books like No Holds Barred, Candid Talk About Small Business Success in Florida and 41 Dangerous IRS Tax Red Flags, he is a recognized authority in the field. Through the Tax Resolution Academy®, Dan trains licensed tax professionals to navigate IRS challenges with confidence and build more successful, profitable practices.
Bigger and better than ever.
Meet This Year's Lineup
Gathered in the same room for the very first time, sharing their best kept secrets with YOU! This summit will give you the opportunity to connect with industry leaders, ask them direct questions and engage in impactful discussions.
Dan Henn
CPA, CTR™
(Co-Founder Tax Resolution Academy®)
Dan Henn, CPA, CTR™, is a tax professional and IRS Representation expert with over 30 years of experience in taxation, IRS Collections, and Exam Representation.
As the founder of Daniel Henn, CPA, PA, and co-founder of the Tax Resolution Academy®, he has helped countless tax professionals refine their expertise, attract better clients, and build more profitable practices.
A former columnist for Florida Today for over a decade, Dan is a sought-after speaker and trainer, known for his practical, results-driven approach to tax solutions and practice growth.
Through the Tax Resolution Academy®, he continues to equip tax professionals with the skills and strategies needed to succeed in IRS Representation.
David Stone
EA
(Co-Founder IRS Solutions)
David Stone, EA, is the founder and president of IRS Solutions Valencia, Inc., a bestselling author, and a former IRS Revenue Officer with 14 years of insider experience.
A graduate of Cal State Northridge, David has written Tax Breaks for the Rich and Famous and The Great Tax Escape, sharing his expertise in tax resolution.
During his time at the IRS, David took on specialized roles, including working the lien desk and becoming an Offer in Compromise (OIC) specialist.
In 2011, frustrated by taxpayers being misled and underserved, he founded IRS Solutions Valencia to help them navigate IRS challenges effectively.
He also developed IRS Solutions, an all-in-one system designed to help tax resolution professionals streamline their cases and serve clients more efficiently.
Suzanne Stone
EA
(Co-Founder IRS Solutions)
Suzanne Stone, EA, is dedicated to equipping tax professionals with the tools and strategies they need to succeed in tax resolution.
She plays a key role in developing innovative software solutions that simplify tax resolution processes, improve client communication, and ensure compliance with IRS regulations.
As a leader at IRS Solutions, Suzanne is committed to helping tax pros build and grow profitable practices.
Her passion for supporting fellow professionals has led to exceptional client satisfaction and long-standing relationships, reflecting both the quality of IRS Solutions’ tools and the dedication of its team.
Galel Fajardo
Performance Coach/
Marketing Guru
Galel lives in Orange County, California, with his wife Emily, their two children, and their chocolate labrador retriever, Mikey.
He holds a Master’s degree in Performance Psychology, which has helped him coach fellow entrepreneurs and professional athletes.
Galel is passionate about helping coaching clients build systems to reduce stress and anxiety, boost sales revenue, and skyrocket their fulfillment and happiness.
When not on Zoom calls, you’ll find Galel on the beach with his family, traveling in their RV, or umpiring a baseball game.
More Speakers to Come!
Dan Henn
CPA, CTR™
(Co-Founder Tax Resolution Academy®)
Dan Henn, CPA, CTR™, is a tax professional and IRS Representation expert with over 30 years of experience in taxation, IRS Collections, and Exam Representation.
As the founder of Daniel Henn, CPA, PA, and co-founder of the Tax Resolution Academy®, he has helped countless tax professionals refine their expertise, attract better clients, and build more profitable practices.
A former columnist for Florida Today for over a decade, Dan is a sought-after speaker and trainer, known for his practical, results-driven approach to tax solutions and practice growth.
Through the Tax Resolution Academy®, he continues to equip tax professionals with the skills and strategies needed to succeed in IRS Representation.
David Stone
EA
(Co-Founder IRS Solutions)
David Stone, EA, is the founder and president of IRS Solutions Valencia, Inc., a bestselling author, and a former IRS Revenue Officer with 14 years of insider experience.
A graduate of Cal State Northridge, David has written Tax Breaks for the Rich and Famous and The Great Tax Escape, sharing his expertise in tax resolution.
During his time at the IRS, David took on specialized roles, including working the lien desk and becoming an Offer in Compromise (OIC) specialist.
In 2011, frustrated by taxpayers being misled and underserved, he founded IRS Solutions Valencia to help them navigate IRS challenges effectively.
He also developed IRS Solutions, an all-in-one system designed to help tax resolution professionals streamline their cases and serve clients more efficiently.
Suzanne Stone
EA
(Co-Founder IRS Solutions)
Suzanne Stone, EA, is dedicated to equipping tax professionals with the tools and strategies they need to succeed in tax resolution.
She plays a key role in developing innovative software solutions that simplify tax resolution processes, improve client communication, and ensure compliance with IRS regulations.
As a leader at IRS Solutions, Suzanne is committed to helping tax pros build and grow profitable practices.
Her passion for supporting fellow professionals has led to exceptional client satisfaction and long-standing relationships, reflecting both the quality of IRS Solutions’ tools and the dedication of its team.
Galel Fajardo
Performance Coach/
Marketing Guru
Galel lives in Orange County, California, with his wife Emily, their two children, and their chocolate labrador retriever, Mikey.
He holds a Master’s degree in Performance Psychology, which has helped him coach fellow entrepreneurs and professional athletes.
Galel is passionate about helping coaching clients build systems to reduce stress and anxiety, boost sales revenue, and skyrocket their fulfillment and happiness.
When not on Zoom calls, you’ll find Galel on the beach with his family, traveling in their RV, or umpiring a baseball game.
More Speakers to Come!
Everything you need to know
Event Schedule
Wednesday, June 18th - Day 1
7:30-8:00
Registration
8:00-9:45
First Presentation
10:00-11:45
Second Presentation
11:45-1:00
Lunch (Provided)
1:00-2:45
Third Presentation
3:00-4:45
Fourth Presentation
6:30-9:00
Special Event (Outdoor Event)
7:30-8:00
Registration
8:00-9:45
First Presentation
10:00-11:45
Second Presentation
11:45-1:00
Lunch (Provided)
1:00-2:45
Third Presentation
3:00-4:45
Fourth Presentation
6:30-9:00
Special Event (Outdoor Event)
Thursday, June 19th - Day 2
7:30-8:00
Doors Open
8:00-9:45
First Presentation
10:00-11:45
Second Presentation
11:45-1:00
Lunch
1:00-2:45
Third Presentation
3:00-4:30
Fourth Presentation
6:30-8:00
Special Session (Indoor)
7:30-8:00
Registration
8:00-9:45
First Presentation
10:00-11:45
Second Presentation
11:45-1:00
Lunch
1:00-2:45
Third Presentation
3:00-4:30
Fourth Presentation
6:30-8:00
Special Session (Indoor)
Friday, June 20th - Day 3
7:30-8:00
Doors Open
9:00-12:00
Marketing Workshop 1
12:00-1:15
Lunch
1:15-4:15
Marketing Workshop 2
4:15-4:30
Celebration
7:30-8:00
First Presentation
9:00-12:00
Second Presentation
12:00-1:15
Lunch
1:15-4:15
Third and Fourth Presentation
4:15-4:30
Celebration
Key Case Topics We’ll Cover:
Offer-in-Compromise - Doubt as to Collectibility
Installment Agreements
Partial Pay
Installment Agreements
Lien Certificates
IRS Audit Individual
and Business
IRS Appeals - Exam
IRS Appeals
Collections
Essential Marketing, Sales, and Practice Management Topics Covered:
- Direct Mail
- Referrals
- Billing
- Collections
- Pricing
- Sales Models
- Sales Objections
- Sales Scripts
See How This Event Has Transformed Practices
Choose the option that works best for you
Lock in the Best Deal Before It’s Gone
Register before March 31, 2025, to get the lowest price and 4 exclusive bonuses.
After that, prices go up, and the bonuses disappear.
Seats are limited—secure yours today!
Standard Pricing
Full-Priced Ticket, Same Great Event
- Full access to the live event
$997
Early Bird
Early Bird Perks: Save Money and Get More
If you purchase on or before May 31, 2025
- Full access to the live event
- Quick Cash Masterclass – Learn 11 ways to earn $5K in 30 days
- Virtual FastStart Bootcamp – Gain advanced IRS Representation training.
- Tax Pro Profit Maximizer Expo CPE – Access expert tax strategies from a recording of a past event.
- Risk-Free Guarantee – Get a full refund plus $500 for travel if you don’t find game-changing value by Day 1
$597
Price increases $200 on June 1, 2025
My Ludicrous Guarantee
With the unwavering confidence of a tax pro who has seen it all, I know this event will transform your practice. You’ll walk away with strategies, insights, and connections that will pay for themselves many times over.
But should the unthinkable happen—should you find yourself unmoved, uninspired, or otherwise unshaken by the wealth of knowledge before you—fear not. There will be no forms to fill, no hoops to jump through, no pleading your case before an unseen committee.
Simply send a message, a digital whisper, a mere signal of your discontent, and by 4 PM on Day 1, your full investment shall be returned to you, plus $500 toward your travel expenses. No friction. No hard feelings. No second-guessing.
I stake my reputation on this: either you leave with game-changing insights, or you leave with every penny back in your pocket. Your success is my only agenda.
Frequently Asked Questions
Yes, this event is eligible for up to 24 hours of CPE for CPAs and attorneys, but 16 hours for EAs. (Sorry the IRS does not allow us to give EAs credit for marketing material, even though it is just as important as the technical material).
We offer refunds for this event in the following way. - Cancel up to 30 days before the event (Full Refund) - Cancel less than 30 days but before 2 weeks before the event (50% refund) - Cancel less than 2 weeks before the event (No refund) However, if you can't use the ticket for this event for any reason, we will give you credit toward a future Tax Resolution Academy® event.
No, this material will not be too advanced for someone is new to IRS Representation. Although, it will help if you have an understanding of some of the basics of Collections and Exam Representation.
Check out our EventBrite page (https://www.eventbrite.com/o/tax-resolution-academy-36730021893) to see when we are offering some of the Foundational level webinars to help you. If you are a member of the Tax Resolution Academy®, you can access these classes in our member portal.
Yes, you can access the hotel room block by clicking HERE! This link is only good until Friday, June 6th, 2025. Afterwards, you will have to use the regular hotel booking link.
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