Hey Tax Pro

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.

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.