Tax Pro Nation
56 episodes - English - Latest episode: 4 days ago - ★★★★★ - 9 ratingsTax Pro Nation is the show for independent tax professionals. Whether you're thinking about getting into the tax business to make extra money part-time or you're a seasoned tax entrepreneur dreaming of creating the next nationwide tax franchise — or like most of our listeners, you're somewhere in between — welcome home.
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Episodes
Step-by-Step S Corp Tax Prep Process Part 7
April 25, 2024 19:46 - 22 minutes - 31.4 MBAndy Frye EA and Daren Gress EA start off the seventh and last episode of Step-by Step S Corp Tax Prep Process with an open discussion on accountable plans and the value that clients get from the service you are provding. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
Step-by-Step S Corp Tax Prep Process Part 6
April 12, 2024 03:20 - 21 minutes - 29.2 MBAndy Frye EA and Andrea MacDonald CPA start off the sixth episode of Step-by Step S Corp Tax Prep Process reviewing the issues with business clients taht do not have their accounting complete. What do you do? Do you do their accounting or do you refer tehm to someon else. The harsh reality of cleaning up accounting for your clients. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
Step-by-Step S Corp Tax Prep Process Part 5
March 29, 2024 03:25 - 21 minutes - 30 MBAndy Frye EA and Glen Wielandt Tax Business Coach start off the fifth episode of Step-by Step S Corp Tax Prep Process with an open discussion on balancing a Balance Sheet for S Corp returns. The difficutlies of a Sch L when all the information is not provided. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
Step-by-Step S Corp Tax Prep Process Part 4
March 14, 2024 16:30 - 19 minutes - 26.4 MBAndy Frye EA and Daren Gress EA start off the fourth episode of Step-by Step S Corp Tax Prep Process with an open discussion the importance of keeping a paper trail and breaking down total expenses in S Corp returns. Its a handy practice if your client ever needs to expalin where the totals originated from. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
Step-by-Step S Corp Tax Prep Process Part 3
February 29, 2024 17:15 - 22 minutes - 30.4 MBAndy Frye EA and Glen Wielandt Tax Business Coach start off the third episode of Step-by Step S Corp Tax Prep Process with an open discussion with the members how they have helped each other. Sean will share is experience with business clients and what he has learned For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
Step-by-Step S Corp Tax Prep Process Part 2
February 15, 2024 17:16 - 18 minutes - 25.3 MBAndy Frye EA and Daren Gress EA start off the second episode of Step-by Step S Corp Tax Prep Process reviewing BOIR, Beneficial Ownership Information Reporting. Since some of our members have reached out that one or two questions are a bit confusing and they are unsure if they should charge for it. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
Step-by-Step S Corp Tax Prep Process Part 1
February 01, 2024 23:07 - 21 minutes - 29.9 MBAndy Frye EA and Andrea MacDonald CPA start off the first episode of Step-by Step S Corp Tax Prep Process reviewing intake and what to expect from your clients to make it easier for you to complete their entity tax return. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]
From Peru to Profitable Tax Pro with Ernesto Delacruz
June 07, 2021 13:00 - 36 minutes - 33.5 MBOur guest on this episode is Ernesto Delacruz. Join us as he shares his immigrant story of hard work, grit, and building his American Dream in the tax business after coming from Peru 27 years ago. To learn more, and for the complete show notes, visit: http://taxpronation.com/30
Confessions of a Bartending Tax Pro with John Piekarski
May 31, 2021 13:00 - 48 minutes - 112 MBOur guest on this episode is John Piekarski. Join us as he shares his Renaissance-man story of starting as a tax professional in Huntington Beach, CA, 33 years ago. He grew his tax business along with all of his clients' businesses, all while traveling the world, doing amazing things, and enjoying his life. To learn more, and for the complete show notes, visit: http://taxpronation.com/29
From Tax Franchisee Candidate to Side Hustling Independent Tax Pro with Camea Franklin, EA
May 24, 2021 13:00 - 47 minutes - 110 MBOur guest on this episode is Camea Franklin, EA. Join us as she shares her story from John Hewitt recruiting her to becoming an independent tax professional, all while juggling single motherhood and a full-time job. To learn more, and for the complete show notes, visit: http://taxpronation.com/28
From Picnic Table to Professional Tax Preparer with Karensue Matthews
May 17, 2021 13:00 - 37 minutes - 85.9 MBOur guest on this episode is Karensue Matthews. Join us as she shares her inspiring story of starting her tax and accounting business at a camping ground picnic table in a new state after a new baby and divorce. To learn more, and for the complete show notes, visit: http://taxpronation.com/27
Choosing Between Eviction or Tax Preparation with Terre Crisman
May 10, 2021 13:00 - 37 minutes - 52.2 MBOur guest on this episode is Terre Crisman. Join us as she shares her amazing story of life change and deciding to be a positive person for her clients. To learn more, and for the complete show notes, visit: http://taxpronation.com/26
From Financial Services Veteran to Tax Preparer with Joel Harworth
May 03, 2021 13:00 - 38 minutes - 89.1 MBOur guest on this episode is Joel Harworth. Join us as he shares his ambitious story of adding on an acquired tax business to his financial services business of 20 years. To learn more, and for the complete show notes, visit: http://taxpronation.com/25
From Animal Surgeon to Tax Professional with Cynthia Shofer, EA
April 26, 2021 13:00 - 34 minutes - 78.6 MBOur guest on this episode is Cynthia Shofer, EA. Join us as she shares her wisdom on the tax industry as a Block Advisor, among her other experiences ranging from air pilot to surgeon. To learn more, and for the complete show notes, visit: http://taxpronation.com/24
From Hotel Room to Tax Practice with Misty Dragon
April 19, 2021 13:00 - 30 minutes - 69.3 MBOur guest on this episode is Misty Dragon. Join us as she shares her story of overcoming her husband's medical bills and having to move cross-country, living out of a hotel to build her tax practice. To learn more, and for the complete show notes, visit: http://taxpronation.com/23
From Mother of Three to Tax Business Franchisee with Nora Garcia
April 12, 2021 13:00 - 29 minutes - 20.9 MBOur guest on this episode is Nora Garcia. Join us as she shares her heart-warming story of motherhood, divorce, and starting her Liberty Tax franchise. To learn more, and for the complete show notes, visit: http://taxpronation.com/22
From Hollywood to Taxes with Beth Lynn Kelly
April 05, 2021 13:00 - 42 minutes - 97.9 MBOur guest on this episode is Beth Lynn Kelly, Tax Chick. Join us as she shares her journey from lawyer to actress to tax professional. To learn more, and for the complete show notes, visit: http://taxpronation.com/21
Starting Over Again with William Marcus Lopez
March 29, 2021 13:00 - 44 minutes - 103 MBOur guest on this episode is William Marcus Lopez. Join us as he shares his heart-wrenching story of going from entrepreneur to employee to starting over again in the tax business after his spouse passed away. To learn more, and for the complete show notes, visit: http://taxpronation.com/20
From Poverty to Professional Tax Preparer with Kevin Huston, EA, USTCP
March 22, 2021 13:00 - 26 minutes - 31.2 MBOur guest on this episode is Kevin C. Huston, EA, USTCP. Join us as he shares his moving story of growing up in poverty with his grandmother to finding success as an entrepreneur. To learn more, and for the complete show notes, visit: http://taxpronation.com/19
From Tax Evader to Tax Problem Solver with Carlos Samaniego, EA
March 15, 2021 13:00 - 42 minutes - 98 MBOur guest on this episode is Carlos Samaniego, EA, winner of the 2020 My Tax Career Story Contest. Join us as he shares his amazing story of redemption going from a tax evader to self-taught tax pro. He was inspired by a mentor to get into the tax business, and he now acts as a mentor to others as an Enrolled Agent, author, and speaker. To learn more, and for the complete show notes, visit: http://taxpronation.com/18
17 - StorySelling with Nick Nanton
October 15, 2018 10:00 - 44 minutes - 41.4 MBNick Nanton joins the show to talk about the importance of surrounding yourself with high performers to become one, the traits required to reach the success you want in your career and life, and how your story can be your biggest asset as a tax professional. To learn more, and for the complete show notes, visit: http://taxpronation.com/17 In This Conversation We Cover: [01:40] Who is Nick Nanton? [03:09] "You are the average of the 5 people you spend the most time with." —Jim ...
StorySelling with Nick Nanton
October 15, 2018 10:00 - 44 minutes - 41.4 MBNick Nanton joins the show to talk about the importance of surrounding yourself with high performers to become one, the traits required to reach the success you want in your career and life, and how your story can be your biggest asset as a tax professional. To learn more, and for the complete show notes, visit: http://taxpronation.com/17 In This Conversation We Cover: [01:40] Who is Nick Nanton? [03:09] "You are the average of the 5 people you spend the most time with." —Jim ...
Strong Marriage, Strong Tax Career with Kathleen Freiburghouse
August 20, 2018 10:00 - 58 minutes - 56.1 MBHow do you build a strong marriage while building a strong tax career? Kathleen Freiburghouse brings her wisdom, joy, and humor as she shares timeless lessons that professionals can take to heart in their pursuit of success and happiness. In addition to her other life accomplishments — teaching school for 38 years, obtaining a Master's Degree in Education, being a Catholic nun for 8 years — Kathleen Freiburghouse has been married to a tax business owner for more than 40 years. After fo...
16 - Strong Marriage, Strong Tax Career with Kathleen Freiburghouse
August 20, 2018 10:00 - 58 minutes - 56.1 MBHow do you build a strong marriage while building a strong tax career? Kathleen Freiburghouse brings her wisdom, joy, and humor as she shares timeless lessons that professionals can take to heart in their pursuit of success and happiness. In addition to her other life accomplishments — teaching school for 38 years, obtaining a Master's Degree in Education, being a Catholic nun for 8 years — Kathleen Freiburghouse has been married to a tax business owner for more than 40 years. After fo...
Legitimize Your Hustle with Teowonna Clifton
August 13, 2018 10:00 - 32 minutes - 32 MBThe Schedule C Queen, Teowonna Clifton, of Simply Taxes of South Carolina, LLC, is establishing her independent tax preparation business in the Columbia local market while focusing on helping entrepreneurs legitimize their side hustles. Join us in this episode of Tax Pro Nation as we listen to her stories and challenges as she grows her tax business through the Elevation Step and beyond. To learn more, and for the complete show notes, visit: http://taxpronation.com/15 Resources M...
15 - Legitimize Your Hustle with Teowonna Clifton
August 13, 2018 10:00 - 32 minutes - 32 MBThe Schedule C Queen, Teowonna Clifton, of Simply Taxes of South Carolina, LLC, is establishing her independent tax preparation business in the Columbia local market while focusing on helping entrepreneurs legitimize their side hustles. Join us in this episode of Tax Pro Nation as we listen to her stories and challenges as she grows her tax business through the Elevation Step and beyond. To learn more, and for the complete show notes, visit: http://taxpronation.com/15 Resources M...
14 - Salesmanship with Chauncey Hutter, Jr.
August 06, 2018 10:00 - 1 hour - 62.9 MBChauncey Hutter Jr.’s salesmanship is the core skill he leveraged throughout his tax career. In this episode, he shares his insight, advice, and experience on how you can take advantage of the huge opportunity in the tax business today. He began working in the tax industry in 1990 in his father’s two room $50,000 per year tax preparation office. In just a few short years, Chauncey took this small office with a few part-time employees and built a Multi-Million dollar company, with 27,00...
Salesmanship with Chauncey Hutter, Jr.
August 06, 2018 10:00 - 1 hour - 62.9 MBChauncey Hutter Jr.’s salesmanship is the core skill he leveraged throughout his tax career. In this episode, he shares his insight, advice, and experience on how you can take advantage of the huge opportunity in the tax business today. He began working in the tax industry in 1990 in his father’s two room $50,000 per year tax preparation office. In just a few short years, Chauncey took this small office with a few part-time employees and built a Multi-Million dollar company, with 27,00...
13 - A Strategic Desire to Help with David Reeser
July 30, 2018 10:00 - 49 minutes - 49.1 MBExecutive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business. While sales is applicable to any step on the The Pronto Path, the fear of sales conversations holds many back from growing their company. In this episode, Dav...
A Strategic Desire to Help with David Reeser
July 30, 2018 10:00 - 49 minutes - 49.1 MBExecutive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business. While sales is applicable to any step on the The Pronto Path, the fear of sales conversations holds many back from growing their company. In this episode, Dav...
Intrapreneurship with Sean Ahlum
June 11, 2018 10:00 - 56 minutes - 54.4 MBExperienced intrapreneur, executive, and tech disruptor Sean Ahlum speaks about succeeding within the framework of a larger organization. We cover a wide range of interesting and helpful topics like intrapreneurship, innovation accounting, lean startup methodology, managing up, white spaces, unique selling propositions (USP), mindset, sharing ideas, and finding the right team. While we focus on Step 2 of The Pronto Path, we cover topics that touch on many more steps. The Activation ste...
12 - Intrapreneurship with Sean Ahlum
June 11, 2018 10:00 - 56 minutes - 54.4 MBExperienced intrapreneur, executive, and tech disruptor Sean Ahlum speaks about succeeding within the framework of a larger organization. We cover a wide range of interesting and helpful topics like intrapreneurship, innovation accounting, lean startup methodology, managing up, white spaces, unique selling propositions (USP), mindset, sharing ideas, and finding the right team. While we focus on Step 2 of The Pronto Path, we cover topics that touch on many more steps. The Activation ste...
11 - Scale to Success with Glen Wielandt
June 04, 2018 10:00 - 1 hour - 62.2 MBIn episode 11 of Tax Pro Nation, 37-year veteran tax pro and entrepreneur Glen Wielandt speaks about scaling franchises with the “Big 3” tax franchises and what it takes to succeed in the tax business. He has trained more than 100 area developers and 250 franchisees. He is the former Director of Franchise Business Development at Fiesta Auto Insurance and Tax® and has owned and operated 18 tax preparation offices in the Denver, Colorado, area. To learn more, and for the complete show no...
Scale to Success with Glen Wielandt
June 04, 2018 10:00 - 1 hour - 62.2 MBIn episode 11 of Tax Pro Nation, 37-year veteran tax pro and entrepreneur Glen Wielandt speaks about scaling franchises with the “Big 3” tax franchises and what it takes to succeed in the tax business. He has trained more than 100 area developers and 250 franchisees. He is the former Director of Franchise Business Development at Fiesta Auto Insurance and Tax® and has owned and operated 18 tax preparation offices in the Denver, Colorado, area. To learn more, and for the complete show no...
Client Care with Casimiro Jesse Peña
May 21, 2018 10:00 - 1 hour - 64.5 MBTax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy for Tax Pro Nation’s first guest on the show. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key. So many tax pros find themselves facing challenges that prevent their growth either personally or professionally. In this episode, Jesse shares vulnerably and openly about the challenges he faced and how he overcame them. Humility, consistency, car...
10 - Client Care with Casimiro Jesse Peña
May 21, 2018 10:00 - 1 hour - 61.9 MBTax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy for Tax Pro Nation’s first guest on the show. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key. So many tax pros find themselves facing challenges that prevent their growth either personally or professionally. In this episode, Jesse shares vulnerably and openly about the challenges he faced and how he overcame them. Humility, consistency, car...
Step 9 of The Pronto Path: Fruition
May 14, 2018 10:00 - 55 minutes - 53.7 MBThe ninth and final step on The Pronto Path is Fruition. In this episode, we walk through how to achieve a lasting legacy in your tax career you can be proud of and enjoy. This step is truly an achievement but only for those who prepare for it ahead of time. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now t...
9 - Step 9 of The Pronto Path: Fruition
May 14, 2018 10:00 - 55 minutes - 53.7 MBThe ninth and final step on The Pronto Path is Fruition. In this episode, we walk through how to achieve a lasting legacy in your tax career you can be proud of and enjoy. This step is truly an achievement but only for those who prepare for it ahead of time. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now t...
Step 8 of The Pronto Path: Transformation
May 07, 2018 10:00 - 1 hour - 68.4 MBThe eighth step on The Pronto Path is Transformation. In this episode, we walk through how to achieve profitability in your business even when you're not there. Not many achieve this level of mastery in their business. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent...
8 - Step 8 of The Pronto Path: Transformation
May 07, 2018 10:00 - 1 hour - 68.4 MBThe eighth step on The Pronto Path is Transformation. In this episode, we walk through how to achieve profitability in your business even when you're not there. Not many achieve this level of mastery in their business. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent...
7 - Step 7 of The Pronto Path: Multiplication
April 30, 2018 10:00 - 1 hour - 62.2 MBThe seventh step on The Pronto Path is Multiplication. In this episode, we walk through how to train and mentor others in a way that benefits them and you. This step is how you scale your business exponentially. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent tax pr...
Step 7 of The Pronto Path: Multiplication
April 30, 2018 10:00 - 1 hour - 62.2 MBThe seventh step on The Pronto Path is Multiplication. In this episode, we walk through how to train and mentor others in a way that benefits them and you. This step is how you scale your business exponentially. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent tax pr...
6 - Step 6 of The Pronto Path: Stabilization
April 23, 2018 10:00 - 53 minutes - 51.2 MBThe sixth step on The Pronto Path is Stabilization. In this episode, we walk through developing at least one profitable service other than tax preparation that works well with tax preparation. This step sees tax pros bringing more long-term financial stability to their business. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from whe...
Step 6 of The Pronto Path: Stabilization
April 23, 2018 10:00 - 53 minutes - 51.2 MBThe sixth step on The Pronto Path is Stabilization. In this episode, we walk through developing at least one profitable service other than tax preparation that works well with tax preparation. This step sees tax pros bringing more long-term financial stability to their business. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from whe...
Step 5 of The Pronto Path: Acceleration
April 16, 2018 10:00 - 1 hour - 64.4 MBThe fifth step on The Pronto Path is Acceleration. In this episode, we walk through earning a profit that makes a meaningful positive impact for your personal freedom and lifestyle. This step sees people either succeeding or watching the wheels start to come off. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now ...
5 - Step 5 of The Pronto Path: Acceleration
April 16, 2018 10:00 - 1 hour - 64.4 MBThe fifth step on The Pronto Path is Acceleration. In this episode, we walk through earning a profit that makes a meaningful positive impact for your personal freedom and lifestyle. This step sees people either succeeding or watching the wheels start to come off. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now ...
Step 4 of The Pronto Path: Elevation
April 09, 2018 10:00 - 46 minutes - 45.4 MBThe fourth step on The Pronto Path is Elevation. In this episode, we walk through raising our prices and finding a highly profitable niche. We talk about leadership, confidence, and ownership of our business to success at this step. And how to avoid getting stuck for years as many do on this step. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how t...
4 - Step 4 of The Pronto Path: Elevation
April 09, 2018 10:00 - 46 minutes - 45.4 MBThe fourth step on The Pronto Path is Elevation. In this episode, we walk through raising our prices and finding a highly profitable niche. We talk about leadership, confidence, and ownership of our business to success at this step. And how to avoid getting stuck for years as many do on this step. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how t...
Step 3 of The Pronto Path: Traction
April 02, 2018 23:41 - 1 hour - 62.7 MBThe third step on The Pronto Path is Traction. In this episode, we walk through completing your first 50 tax returns for real clients. This step is exciting and where you see your efforts to activate your business start to work in the market. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to ...
3 - Step 3 of The Pronto Path: Traction
April 02, 2018 23:41 - 1 hour - 62.7 MBThe third step on The Pronto Path is Traction. In this episode, we walk through completing your first 50 tax returns for real clients. This step is exciting and where you see your efforts to activate your business start to work in the market. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be...