Step One:
Come Join the Fun!
To Learn More about
Tax Rep Defender Odyssey, Tell Us Where to Send Your RSVP!
This is the first step in joining us at THE Best CPE event you will attend all year, Tax Defender Odyssey!
Start by entering your name and email and we’ll get you in the right place as well as sending other goodies along your way!
Please Note: by submitting this form, you are agreeing and acknowledging that Tax Pro Academy, LLC (dba Tax Resolution Academy®) has your permission to send any communications to you, which may include but are not limited to: email, SMS, and direct phone calls. We’ll keep it brief, but want to ensure you get all of the info you’re requesting. Opt-out anytime. Msg & data rates may apply. We do not sell your information.
2025 Tax Pro Academy, LLC. Privacy Policy
IRS Representation Mastery: Elevate Your Tax Practice Today!
Attend the Tax Rep Defender Odyssey 2025
Mark Your Calendar:
June 18th - 20th, 2025
Until TDO event starts
Join Us for 3 Days of Intensive CPE! Enhance your technical knowledge and master the art of transforming your tax practice into a thriving, efficient powerhouse with sustainable growth and reduced hours!
Don’t miss the ultimate LIVE CPE event of the year in sunny San Diego, CA! Gain critical IRS Collections & Exam skills, expand your marketing acumen, and unlock potential revenue growth to optimize your time and value your life more!
ACT FAST! SEATS ARE LIMITED!
BONUSES
Purchase your ticket before 3/31/25 and we will give you: (Click button above to see bonus items)
What is Tax Rep Defender Odyssey (TDO)?
Three days of continuing education material for Tax Professionals, primarily with a spin toward IRS Representation (Collections and Exam). At least half of the material you will hear during these 3 days will be stuff you have never heard before in this industry. You will learn new tips that will make your marketing and sales work more successfully and get people to call or visit you like they never have before. You will hear ideas that if you employ them in your practice, you will make money like you have never seen before.
Do yourself a favor and get your ticket early (to save yourself some money and guarantee your spot) as seats will sell out fast and space is limited!
Tax professionals who are ready to actively grow their practices and who are focused on truly making a difference for their clients. This conference is ALL about creating GREAT RESULTS for clients while MAXIMIZING Profits for Tax Professionals. Take a moment to ask yourself:
“Am I tired of only making “enough” in my practice?”
“Does my practice today reflect the practice I set out to build?”
“Is there an easier way?”
“What makes profitability so difficult?”
“Am I really doing the work I want to do?”
“Why am I not attracting the right clients?”
ALL of those questions – and ones you didn’t even think about – are going to be addressed (and answered) when you join us for the Tax Resolution Academy® at the Tax Rep Defender Odyssey on June 18th, 19th and 20th, 2025.
The only question you should ask yourself is
"Can I afford to not be at the conference?"
BUY YOUR TICKET NOW!
Who should attend TDO 2025?
Embark on the ultimate Tax Resolution Academy® experience designed exclusively for licensed tax professionals. Dive deep into three days of intensive training to sharpen your technical skills in IRS Collections and Exam Representation, and discover strategies to elevate your tax practice. Earn up to 24 hours of CPE while gaining critical insights into marketing, sales, and practice management tailored for transforming your firm. Don't miss this chance to tackle the challenges of client management, work-life balance, and pricing, and set the stage for a prosperous 2024!
Ideal Attendees for This Event:
Licensed Tax Professionals That Are TIRED of the same old results from their Tax Practice
Are you ready to attract the clients you want to work with, rather than feeling stuck with the ones you have to work with? Do you want to grow your practice while reclaiming precious time for the things that matter most—your family, hobbies, volunteering, or simply enjoying life outside the office?
If you're a licensed tax professional looking to work smarter, not harder, this event is designed just for you. Join us this June during the slower season and discover proven strategies to increase efficiency, build your ideal client base, and create the work-life balance you've been striving for. Don’t miss this opportunity to invest in yourself and your business—you deserve it!
This exclusive event is tailor-made for licensed tax professionals (EAs, CPAs, Attorneys) seeking to elevate their expertise, boost their income potential, and provide invaluable assistance to clients. Don't miss this golden opportunity to step up as a Tax Rep Defender and champion those in need. With the IRS ramping up collections, your role has never been more critical. Equip yourself to navigate these challenges and emerge successfully.
Meet Your Host:
Dan Henn, CPA, CTR™.
Speaker, Author, Coach & Co-Founder of Tax Resolution Academy®
Dan Henn,CPA, CTR™ is an accomplished Tax Professional, Speaker, Coach, Author, and Entrepreneur based in Rockledge, Florida. As the author of insightful texts like "No Holds Barred, Candid Talk About Small Business Success In Florida," "41 Dangerous IRS Tax Red Flags" and "Hidden Profits In Your Tax Practice," Dan brings a wealth of knowledge to the table. With over thirty years of hands-on experience in taxation, IRS Collections and Exam Representation, and business planning, he is a respected authority in the field. Dan is committed to empowering licensed tax professionals through training at the Tax Resolution Academy®, helping them navigate IRS challenges effectively and transform their practices for success.
Discover How Our Event Transformed Practices!
Event Schedule Overview:
Join us at the Tax Rep Defender Odyssey 2024 for an engaging start with a welcome social at the Residence Inn Pool Patio, May 6th, 7-9 P.M. Our doors open promptly at 7:30 a.m. the following morning with the official proceedings commencing at 8 a.m. Lunch will be provided daily, with considerations for dietary restrictions upon notice. Expect our final sessions to wrap up by 5 P.M. each day. While attendance at the Monday night social is optional, it’s a prime opportunity to connect with peers and speakers. These interactions often spark the exchange of invaluable ideas that can invigorate your tax practice.
Event Dates: June 18th - June 20th, 2025
Venue:
Carte Hotel San Diego Downtown
401 W Ash Street
San Diego, CA 92101
Wednesday, June 18th, 2025
- 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, 2025
- 7:30: 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)
Friday, June 20th, 2025
- 8:30: 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
What You'll Gain from Attending!
This event will be a series of case studies to give you an idea on how to handle cases in the area of IRS Representation. We will work cases from beginning to end from how to find prospects, how to sell them into being clients, how we handle the technical aspect of these cases, wrapping up cases, closing procedures and final practice management and marketing related tasks. In addition, we will discuss various software, apps and tools that you can use for each of these cases.
We will be covering cases on the following topics:
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
Marketing, Sales and Practice Management
Here are some of the Marketing, Sales, and Practice Managment topics we will be covering in these cases.
Direct Mail
Email
Referrals
Billing
Collections
Pricing
Sales Models
Sales Objections
Sales Scripts
Engaging Lineup of Speakers!
Dan Henn, CPA, CTR™
(Co-Founder Tax Resolution Academy®)
Meet Dan Henn, a seasoned Tax Professional and IRS Representation expert, renowned for his extensive knowledge in tax solutions and practice growth. As the founder of Daniel Henn, CPA, PA and co-founder of the Tax Resolution Academy®, Dan empowers practitioners to enhance their services and client value, ensuring peaceful realignment of tax practices. He is also a former columnist with the Florida Today for over 10 years.
Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.
Enrolled Agent, David Stone is the founder and president of IRS Solutions Valencia, Inc. Having graduated from Cal State Northridge (a.k.a. Harvard of the West) he is also a two time Bestselling author of “Tax Breaks for the Rich and Famous” and “The Great Tax Escape”.
While David was still in college, he started working as a Revenue Officer for the IRS, thinking that it would be temporary, he stayed there for 14 years. David was a knowledge seeker so he volunteered for odd jobs others did not want to do; including working the lien desk and becoming an Offer in Compromise (OIC) specialist.
In 2011, tired of seeing people being ripped off and not being represented in their best interest, David founded IRS Solutions Valencia to assist them in resolving their IRS-related issues. He used his experience to create IRS Solutions, a fully integrated system that incorporates all the tools that tax resolution pros need to streamline cases.
David Stone, EA
(Co-Founder IRS Solutions)
Suzanne Stone, EA
(Co-Founder IRS Solutions)
Suzanne is passionate about empowering clients with the tools and strategies they need for successful tax resolution. Suzanne is pivotal in developing innovative software solutions that streamline tax resolution processes, enhance client communication, and ensure compliance with IRS regulations.
At IRS Solutions, I put my passion to work on behalf of my fellow tax pros as they establish or grow a lucrative tax resolution practice. I am proud to lead an organization that helps members achieve previously out-of-reach goals.
Our exceptional customer satisfaction rate and the long, mutually satisfying relationships we enjoy with our members speak not only to the quality of our product, but to the dedication of our people as well.
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.
Galel Fajardo
Performance Coach/
Marketing Guru
More Speakers to Come!
Stay tuned for more industry-leading speakers!
Secure Your Spot Quickly!
Our past events have consistently sold out quickly, highlighting the demand for Tax Rep Defender Odyssey 2025! To secure your participation, it's crucial to act now. We have a strict limit of only 40 seats to ensure a personalized and engaging experience for all attendees.
Once our limited number of in-person tickets are sold, they're gone for good. We don’t want you to miss out on invaluable insights that can transform your tax practice. Secure your spot today and take control over your future in IRS Representation. Join us in San Diego for this rare opportunity.
Our Unrivaled Money-Back Promise!
We're confident that you'll gain the insights and strategies necessary to transform your tax practice.
If by 4pm on Day 1, you haven’t deepened your understanding or uncovered a standout idea to enhance your business, we’ll refund your entire investment plus $500 toward your travel expenses. We will give back EVERY PENNY! No questions asked.
If you're not happy, then I'm not happy, and I'll do whatever it takes to make it right.
Your satisfaction is our priority, and we are committed to helping you achieve success. Join us at this Tax Resolution Academy® event, where valuable and actionable advice is guaranteed.
Tax Rep Defender Odyssey 2025 Ticket Includes:
- Access to 3 days of expert-led sessions on IRS Collections and Exam Representation
- Valuable Networking Opportunities with industry leaders
- Guaranteed Seating at the Event
- Daily Lunch Included, plus Breakfast for hotel guests
- Exclusive Dinner Event to conclude Day 1
- Earn up to 24 hours of CPE (21 for all attendees, 15 for EAs)
Early Bird Bonuses
Early Bird Bonuses
#1 - Purchase your ticket before 3/31/25 and we will i ticket to our Virtual FastStart Bootcamp - Legacy Version
(16 hours of CPE)
#2 - Purchase your ticket before 3/31/25 and you can have the access to the technical tax CPE from our recent Tax Pro Profit Maximizer Expo 2023 Conference in November 2023 (16 hours of material)
#3 - Purchase before 3/31/25 and you will be given a ticket to our Mastermind Day. This occurs on 6/17/25 and is limited to the first 10 people who register, so ACT FAST, space is very limited.
#4 - Purchase before 3/31/25 and you will get access to our "Quick Cash - 11 Ways to Earn $5,000 In Your Tax Practice in 30 Days" Masterclass
Why Join TDO 2025 In-Person?
This event is not about just watching passively.
Immerse yourself in learning, networking, and masterminding to solve your practice challenges.
Engage with like-minded professionals for invaluable insights—something you won't get through virtual sessions.
At Tax Rep Defender Odyssey 2025, you're not just attending an event; you're transforming your mind and your practice with this small immersive environment for you to work ON your business, not in it!
Elevate Your Tax Practice with Our Exclusive Event!
Join us to enhance your skills and mastery in IRS Collections and Exam Representation! While others worry about the economy, seize this opportunity to scale your practice efficiently. Understand and tackle the challenges tax professionals face:🔍 Challenging client relationships🔍 Overworking without appreciation🔍 Underpricing your valuable servicesIt’s time to equip yourself with robust tools to transform your practice. Our participants excel by acquiring knowledge and adopting new strategies in marketing, client management, and practice growth. Don't miss out on this ultimate chance to advance in your profession.
Discover strategic solutions tailored for tax professionals. At this event, you'll gain insights from thriving peers and industry leaders. Our sessions focus on providing you with:🔥 Innovative marketing strategies🔥 Techniques to increase your practice's profitability🔥 Enhanced client value🔥 Improved satisfaction for a loyal client base🔥 Cutting-edge technical skills for IRS casesDon't let challenges hold you back. This is your moment to expand your knowledge and revitalize your business approach. Secure your spot now, as this is your chance to elevate your career and your life.
And we want to share with you how! You’ll learn exactly at this event.
Instead of listening to those who are constantly worrying and spreading fear, why don't take the time and LEARN from the people who are making it WORK right now?
That's the entire idea of this event.
We want you to come and…
🔥 Discover the best practices for your business…
🔥 Find new ideas you can implement right away…
🔥 Find new traffic sources...
🔥 Ways to increase your bottom line profit...
🔥 Boost the 30, 60, and 90-day value of your customers.
🔥 Improve Client satisfaction...
We can do ALL of this during this economy - and each of my sessions are designed specifically with that in mind.
So don't let this economy stop you.
I have no doubt this event can change your business and maybe even change your life forever!
So don’t dither, delay or procrastinate. Click the Button Below to Buy your Ticket NOW!
Common Questions Answered Here (FAQ) for Tax Experts Event.
When and Where is the Event?
The event is June 18th through June 20th, 2025 We will be at the Carte Hotel San Diego Downtown, 401 W Ash St, San Diego, CA 92101
What time does the event start each day?
We will start day 1 and day 2 promptly at 8am. Day 3 will start at 9am. Each day will end a little differently. Day 1 will end at 5pm and Days 2 and 3 will end at 4:30pm.
Do you offer a Livestream option?
No, this is a 3-day LIVE immersive learning experience.
Can I bring a Business Partner, Spouse, or Employee?
Yes of course, you will just need to purchase a ticket for all people wanting to attend. Since continuing education credit is issued, each person will need a ticket.
How much do the tickets cost?
A single ticket to Tax Rep Defender Odyssey! is $997 for 3-days. However, if you purchase during our Super Early Bird period a ticket will only cost you $497 (50% discount).
Is this event available for continuing professional education (CPE)?
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).
Will Dan be available during breaks to answer questions?
Yes, Dan will be available to chat about your business during breaks and after the event, or if you have questions about any of the strategies presented at the event. Dan’s team will also be on hand to answer your questions as well.
How many people will be at the event?
The event will be an intimate gathering of no more than 40 people.
If I buy a ticket and can’t attend can I get a refund?
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.
What if I am new to IRS Representation, will this material be too advanced for me?
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.