Hey Tax Pro

¿Tiene clientes de Schedule C que le traen nada más que estados de cuenta bancarios? ¿Está perdiendo el tiempo ingresando los numeros en el software? Este webinar informativo discutirá cómo puede escanear estados de cuenta bancarios y hacer que su software categorize el ingreso y gastos automáticamente!

Hey Tax Pros, are you ready for the July 15th deadline? On this episode Timur Taluy, CEO of ProTaxPro.com, and our CEO of Latino Tax Pro, Carlos C. Lopez, EA, joined us to discuss the best practices for opening up to the public. 

On June 5, president Trump signed the Paycheck Protection Program Flexibility Act (PPPFA), also known as H.R.7010. This new law revises the Paycheck Protection Program (PPP) in response to critiques, making it more flexible and offering small business owners increased access to loans.

Luis Galvis, Marketing Manager and Stephanie Plaza, TaxWise Product Manager joined us to share the benefits of cloud based tax software. Using cloud based tools allows flexibility in accessing your documents from anywhere. 

En este episodio de Hey Tax Pro entrevistamos a nuestra amiga y colega Esmeralda Espinoza para que nos de información sobre como las empresas Latinas pueden sobrevivir la crisis de COVID-19. Esmeralda tienen mucho conocimiento y experiencia trabajando con empresas latinas para ayudarles a planear y manejar sus inversiones.

Hemos estado recibiendo muchas preguntas sobre los pagos económicos de estímulo. El IRS ha comenzado a enviar el dinero. En este video le contestamos todas sus preguntas.

This week we had locals from Salinas, CA Dan and Michael from INOSOT Financial. They shared some insight on the financial struggles small businesses are encountering during this pandemic. 

We caught up with Matthew Fulton on what services Parkway Business Solutions offers to help you work remotely. Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. 

We had 3 team members from Sage join us this week to introduce themselves! Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the ambition of the world’s entrepreneurs.

This week Joel Slatis, Founder and CEO of Timesheets.com, joined us to chat about the benefits of integrating electronic time tracking into company processes. 

In this episode we have a brief discussion on how the market is currently doing and how you can give your clients a higher level of service. 

En este episodio, la abogada Blanca Estela Zarazua nos explica lo que es la prueba de “carga pública”, y como está diseñada para identificar a las personas que podrían depender del gobierno como su fuente principal de manutención. Esto es importante porque si el gobierno determina que es probable que una persona se convierta en una carga pública, puede negarle ingreso a los EE.UU. o la residencia legal permanente (la “tarjeta verde”).

Susan Vila, EA esta con nosotros para explicarnos que es el programa de Pay as You Go del IRS.  

Connecting on a personal level with your client has never been more important. With the wave of technology in the tax world, it is clear that we need to adapt to the client's needs. James Ludlow from Weave shared some insight on the technology out there to help you reach the new generation. 

On this episode we sat down with a couple of our members visiting from Fresno, CA. The team at Diaz Financial Services shared their experience being in the tax industry.

LTP headquarters had a surprise visit from Juan! Check out our chat with Juan on how he got in the tax industry and a little about their services with Speede Tax.

Juan Montes, EA touches on California’s AB5 and how it modifies the analysis to determine who is an employee v. an independent contractor. Juan has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and Employment Development Department (EDD). During law school Juan won awards for earning the highest overall grade in the courses of Civil Procedure Law, Personal Property Law, and California Community Property Law. As an Enrolled Agent who specializes in audit defense and representation, this knowledge is invaluable in obtaining great results for his clients.

El año está llegando a su fin rápidamente y es posible que tenga clientes que estén listos para formar una LLC o Incorporarse - ¿La pregunta es, deberían incorporarse ahora o esperar hasta 2019 para oficializar las cosas? En este seminario web, Jose Paredes de CorpNet.com, discutirá los beneficios de incorporar un negocio, ofrecerá un curso de actualización rápida sobre entidades comerciales legales populares y compartirá consideraciones sobre cuándo sus clientes deben incorporar o formar su LLC..

It's National Tax Security Awareness Week so we brought on Timur Taluy from ProTaxPro to give you tips on how to protect your tax business from scammers. Protect yourself, protect your clients, and protect your business.

This live webinar was previously recorded on Nov. 21, 2019. It should be no secret that online reviews are a powerful tool that can influence buyer behavior. In fact, the vast majority of consumers now say they trust online reviews as much as personal recommendations from family and friends. Despite all of that, many businesses are still leaving online reviews to chance, but doing so is a big mistake. So what can your business do to make sure it is taking control of its online reputation? Join us for this presentation to learn first-hand from experts at Podium how to harness the power of customer feedback and make the most out of your online reviews.

Igor Campos de Campos Tax Services, Inc. Esta aqui para informarnos de porque empezo su escuela de impuestos. ¿Quieres hacer crecer tu negocio? ¿Quieres capacitar a tus propios empleados? Acompáñenos en nuestro webinario para que aprenda como puede comenzar su escuela de impuestos.  Los miercoles @ 1PM PST. Regístrese.

On this episode we sat with a cash flow services expert, Justin Pulgrano from Finagraph. The phrase takes various forms, but you hear it all the time: “Focus on value-added services.” “Do more for your clients.” “Make the move to advisory.” It’s difficult to argue against, but if you are like most bookkeepers and tax professionals, deciding which new services to offer can be daunting.

Join us as we chat with Luis Galvis from Wolters Kluwers about data driven tax marketing strategies.

A chat with Andrew & Bill from Paychex on the new 2020 Form W-4.

On this episode, we sat down with the Rafael Alvarez, CEO and Founder of ATAX to talk about how he got started on his journey to success. 

Have you heard about Checkpoint? Join our conversation with German to learn about Checkpoint, a research and guidance solution that provides fast, accurate, and trusted answers for professionals. 

Los Taxes, La Primera Franquicia Hispana de Preparación de Taxes en América la cual tiene presencia en la costa este, se une con Toro Taxes, la Franquicia Hispana de Preparación de Taxes más grande de la nación con oficina principal en Las Vegas, NV. Esta unión empresarial es un cambio drástico en la industria tributaria del país. Esta unión poderosa lleva a la franquicia a un nivel empresarial diferente con 140 centros en 17 estados de la nación. https://latinotaxpro.com/blogs/news/la-union-latina-los-taxes-y-toro-taxes-ahora-son-uno

ATAX Franchise is thrilled to announce that they have joined Loyalty Brands to fuel their rapid national expansion in serving the thriving Latino community, both the individual taxpayer and business owner.  Rafael Alvarez, Founder, and CEO of ATAX will continue to lead the venture alongside Arthur Garcia, the current President, and COO.  Since 1986, Mr. Alvarez has been serving the needs of the Latino community from the East coast. This venture will help the company expand by bringing together two industry pioneers: Mr. Alvarez and John Hewitt CEO of Loyalty Brands.  Combined they have over 84 years of experience in the tax preparation industry.  Check out this article for more information: https://latinotaxpro.com/blogs/news/atax-franchise-and-loyalty-brands-join-forces-to-expand-nationwide-and-to-serve-the-2-13-trillion-us-latino-market

Jeremiah LaRue, Tax Product Manager from Thomson Reuters, joins us to talk about how this tax season changed and new industry trends. 

Join us this week with Jen Swayze from Paychex to learn more about Form I-9. Due to the increased worksite enforcement and Form I-9 audits, it is critical for employers to be aware of Employment Eligibility Verification regulations and best practices for compliance. Penalties continue to increase and are currently between $224 and $2,236 per form. 

This week’s episode features Kenny Salas, Co-Founder of Camino Financial. Kenny and Tony discuss the difference between equity and debt, how to diversify your personal wealth, and how to choose the right loan for your business. Enjoy.

On this episode we have Michael Rozbruch, CPA and Certified Tax Resolution Specialist. He is a pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month over month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Learn about why you should consider offering IRS Tax Resolution services to your clients.

Whenever I decided to go out on my own, I will not lie to you... I had no idea where to even begin.  I spent the first 8 years of career working for various CPA firms in the Houston, TX area learning all things accounting and taxes and gained some valuable technical expertise.  While some of these companies had good systems and processes in place, there were some that did not.  This allowed me to see several different ways of how firms were run and gave me a good sense of what I wanted to do when if/when I decided to go out on my own.  Then one day I decided to take a chance on myself and said, “screw it” and went out on my own.  I will tell you that was the happiest/scariest days of my life.  My original plan was to go out on my own and study for my CPA exam.  Well here we are almost two years later, and my business is up and running and I am finally dedicated to passing the CPA exam. 

  Coming to you exclusively from Hey Tax Pro, we've got an exclusive, one-of-a-kind interview with none other than John Hewitt, CEO of Loyalty Brands, founder of Liberty Tax, and Jackson-Hewitt. Come hear his opinions on the current state of the tax preparation industry, its future, and his history as a tax professional. Join us as we discuss his experience as an entrepreneur and CEO, the benefits of the franchise model, and much more!

Parte dos de los dos. La automatización, la accesibilidad, la colaboración en tiempo real y la gestión segura de datos son los pilares principales de la "firma de HOY". Esta es la fundacion de cómo los contadores operan hoy en día con sus clientes. En esta sesión, descubriremos el estilo de operacion del nuevo contador, que se centra en la creación de una relación de confianza de cliente de valor agregado y asesoría que incluye la implementación de eficiencias de trabajo y procesos de negocio aprovechando la tecnología.

    Parte uno de los dos. La automatización, la accesibilidad, la colaboración en tiempo real y la gestión segura de datos son los pilares principales de la "firma de HOY". Esta es la fundacion de cómo los contadores operan hoy en día con sus clientes. En esta sesión, descubriremos el estilo de operacion del nuevo contador, que se centra en la creación de una relación de confianza de cliente de valor agregado y asesoría que incluye la implementación de eficiencias de trabajo y procesos de negocio aprovechando la tecnología.

Because residents and nonresident aliens are taxed differently, it's important to understand the difference. You're considered a nonresident alien for any period that you're neither a U.S. citizen nor a resident alien for tax purposes. You're considered a resident alien for a calendar year if you meet the green card test or the substantial presence test for the year. This episode will discuss the difference between resident and nonresident aliens and help you choose the right status for your client. This episode is the second and final part of this segment. Check out heytaxpro.com to find part 1!

Because residents and nonresident aliens are taxed differently, it's important to understand the difference. You're considered a nonresident alien for any period that you're neither a U.S. citizen nor a resident alien for tax purposes. You're considered a resident alien for a calendar year if you meet the green card test or the substantial presence test for the year. This episode will discuss the difference between resident and nonresident aliens and help you choose the right status for your client.   This is part one. Join us next week for part 2!

As of today, Tax Season is half way over! Join us as we sit down with Carlos Lopez: Enrolled Agent, CEO, and founder of Lopez Tax Service and Latino Tax Professionals Association, and listen as we discuss the state of the tax industry, how he started and grew his own tax preparation business, and what you can do to make sure you finish this tax season strong!

Hey Tax Pro! Listen to the third part of our exclusive interview with none other than John Hewitt, CEO and Founder of Loyalty Brands and founder of Liberty Tax and Jackson Hewitt. Join us as we continue our discussion on the tax preparation industry, his experience as an entrepreneur and CEO, the benefits of the franchise model, and much more! And in our second segment, we discuss the Tax Cuts & Jobs Act's reduction of the personal exemption amount to $0 and how this change affects claiming dependents who are currently residing in Mexico.

Bienvenidos amigos, ¡Este es nuestro primero episodio en español! La nueva ley de Tax Cuts & Jobs Act ha creado cambios masivos en el código del IRS. Uno de los cambios más impactantes es la reducción de la exención personal a $0. Ahora que el monto de la exención es $0, las personas se preguntan, ¿puedo reclamar todavía mis dependientes que viven en México? ¡Escuche este episodio y aprenda más! Antonio Martinez conversa con Scholarshare 529 sobre la sección cinco veinte nueve del Código Federal de Impuestos de Estados Unidos, y cómo Scholarshare le puede ayudar a ahorrar dinero desde ya.

Hey Tax Pros! First, we've got the second part of our interview with John Hewitt as he discusses his new business venture, his history in the tax industry, and much more. And don't miss out as we learn about Section 529 of the U.S. Federal Tax Code Qualified, saving for college, and how ScholarShare 529's College Savings Plan can help you do it.

Coming to you exclusively from Hey Tax Pro, we've got a one-of-a-kind interview with none other than John Hewitt, CEO of Loyalty Brands, founder of Liberty Tax, and Jackson-Hewitt. Come hear his opinions on the state of the tax professional industry and its future and join us next week for part two! We also have a brief overview and update on Section 199A for Rental Activity brought to you by our own Antonio Martinez! 

Come find out about non-immigrant, non-resident visa holders and learn about the do's and don'ts of this special case.  Also, come meet Jamie Lizotte from efile4biz.com with our own Antonio Martinez and find out just what this company can do for you this tax season. 

Get to know us and what we're about in our introductory zero episode!