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Hey Tax Pros! Welcome to the official podcast of the Latino Tax Professionals Association, where we bring fresh tax content straight to you. We bring you news analysis, interviews with key influencers and industry leaders, engaging questions and answers, and the quality educational tax content th…

Latino Tax Professionals Association


    • Jul 6, 2020 LATEST EPISODE
    • every other week NEW EPISODES
    • 28m AVG DURATION
    • 45 EPISODES


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    Latest episodes from Hey Tax Pro

    Episode 44: Ingresos, Gastos, y Schedule C

    Play Episode Listen Later Jul 6, 2020 50:31


    ¿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!

    Episode 43: Get Ready for the July 15 Tax Deadline

    Play Episode Listen Later Jun 22, 2020 26:51


    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. 

    Episode 42: PPP Loans & Gusto

    Play Episode Listen Later Jun 10, 2020 36:12


    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.

    Episode 41: Access Your Tax Office Anywhere, Anytime

    Play Episode Listen Later May 11, 2020 25:31


    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. 

    Episode 40: Cómo tomar ventaja de la crisis para crecer tu práctica

    Play Episode Listen Later May 4, 2020 37:33


    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.

    Episode 39: ¿Dónde Está Mi Cheque?

    Play Episode Listen Later Apr 20, 2020 43:53


    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.

    Episode 38: New Payroll Tax Credits & the PPP loans - What you need to know

    Play Episode Listen Later Apr 13, 2020 34:08


    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. 

    Episode 37: Get to know Matthew Fulton in the Accounting Industry

    Play Episode Listen Later Apr 6, 2020 41:50


    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. 

    Episode 36: Meet Our New Partners – Sage

    Play Episode Listen Later Mar 30, 2020 25:27


    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.

    Episode 35: Joel Slatis – Reduce payroll costs and increase billing

    Play Episode Listen Later Mar 13, 2020 12:42


    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. 

    Episode 34: A Chat with Chase Jenson: Financial Advisor

    Play Episode Listen Later Mar 6, 2020 11:45


    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. 

    Episode 33: Que es la prueba de “carga pública”?

    Play Episode Listen Later Feb 28, 2020 20:22


    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”).

    Episode 32: Que es el programa de "Pay as You Go" del IRS?

    Play Episode Listen Later Feb 7, 2020 30:38


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

    Episode 31: Know the Latest Trend to Reach the New Generation

    Play Episode Listen Later Jan 24, 2020 23:27


    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. 

    Episode 30: Story Time with Diaz Financial Services

    Play Episode Listen Later Jan 17, 2020 56:05


    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.

    Episode 29: A Chat with Juan from Speede Tax

    Play Episode Listen Later Jan 10, 2020 22:53


    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.

    Episode 28: Juan Montes, EA & California’s AB5

    Play Episode Listen Later Jan 3, 2020 17:58


    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.

    Episode 27: ¿DEBERÍAN INCORPORAR SUS CLIENTES AHORA O EN EL AÑO NUEVO?

    Play Episode Listen Later Dec 20, 2019 40:46


    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..

    Episode 26: How to Protect Your Tax Business from Scammers

    Play Episode Listen Later Dec 6, 2019 37:59


    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.

    Episode 25: Bad Reviews Happen to Good Businesses

    Play Episode Listen Later Nov 22, 2019 43:42


    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.

    Episode 24: Porque Empece mi Escuela de Impuestos

    Play Episode Listen Later Oct 4, 2019 41:53


    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.

    Episode 23: What is Business Cash Forecasting?

    Play Episode Listen Later Sep 27, 2019 17:30


    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.

    Episode 22: Meet the Tax Marketing Strategy Expert Luis Galvis

    Play Episode Listen Later Sep 20, 2019 29:29


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

    Episode 21: Meet the Compliance Risk Management Experts from Paychex

    Play Episode Listen Later Sep 13, 2019 10:18


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

    Episode 20: How Rafael Alvarez, Founder of ATAX, Started a Franchise

    Play Episode Listen Later Sep 8, 2019 30:27


    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. 

    Episode 19: A conversation with German from Thomson Reuters

    Play Episode Listen Later Aug 23, 2019 12:44


    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. 

    Episode 18: La Unión Latina- Javier Solis, COO Los Taxes

    Play Episode Listen Later Jun 28, 2019 20:44


    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 and Loyalty Brands Join Forces

    Play Episode Listen Later Jun 22, 2019 16:08


    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

    Using technology to ensure you’re providing the best guidance to clients

    Play Episode Listen Later May 17, 2019 23:08


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

    Learn What Employers Need to Know about Employment Eligibility

    Play Episode Listen Later May 10, 2019 26:16


    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. 

    How to Capitalize Your Tax Practice During Busy Season & Beyond

    Play Episode Listen Later Apr 26, 2019 57:53


    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.

    Why Offer IRS Tax Resolution Services

    Play Episode Listen Later Apr 12, 2019 30:43


    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.

    Episode 12: Xero and Cloud Technology – An Internal Case Study

    Play Episode Listen Later Apr 5, 2019 44:07


    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. 

    Episode 11: John Hewitt, Full Interview

    Play Episode Listen Later Mar 29, 2019 37:59


      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!

    Episodio 10: Como Trabaja el Contador de HOY, pt 2

    Play Episode Listen Later Mar 22, 2019 30:50


    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.

    Episodio 9: Como Trabaja el Contador de HOY, pt 1

    Play Episode Listen Later Mar 15, 2019 27:55


        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.

    Episode 8: Resident vs Nonresident Taxation Differences, Pt. 2

    Play Episode Listen Later Mar 8, 2019 13:18


    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!

    Episode 7: Resident vs Nonresident Taxation Differences, Pt. 1

    Play Episode Listen Later Mar 1, 2019 34:20


    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!

    Episode 6: Tax Season. We're halfway there!

    Play Episode Listen Later Feb 22, 2019 18:41


    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!

    Episode 5: John Hewitt Pt. 3 and Claiming Dependents in Mexico

    Play Episode Listen Later Feb 15, 2019 21:58


    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.

    Episodio 4: Dependientes que viven en México y cómo ahorrar para la Universidad

    Play Episode Listen Later Feb 8, 2019 30:38


    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.

    Episode 3: John Hewitt Pt. 2 and Scholarshare 529

    Play Episode Listen Later Feb 1, 2019 19:13


    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.

    Episode 2: John Hewitt Pt. 1 and Section 199A for Rental Activity

    Play Episode Listen Later Jan 25, 2019 14:03


    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! 

    Episode 1: Non-Immigrant, Non-Resident Visa Holders and efile4biz.com!

    Play Episode Listen Later Jan 18, 2019 41:18


    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. 

    Introduction: Welcome to Our Podcast!

    Play Episode Listen Later Jan 17, 2019 0:54


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

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