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.