Tax 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.
…
continue reading

1
Schedule E Tax Prep Process Part 1: Self Rental Rules When You Have an Entity Bonus, Strategies, and Pitfalls
22:39
22:39
Play later
Play later
Lists
Like
Liked
22:39Andy Frye EA and Daren Gress EA will dive into the trends of Schedule E: self rental rules they will cover entity bonus, strategies and pitfalls. For more information about the episode visit us at prontotaxschool.com or email us to [email protected] Pronto Tax School, Andy Frye, Daren Gress
…
continue reading

1
Schedule C Tax Prep Process Part 11 Final Episode: Continuation from Part 10 When and How to Move Clients off of Sch C
21:47
21:47
Play later
Play later
Lists
Like
Liked
21:47Andy Frye EA and Andrea MacDonald CPA will cover when and how to move your clietns off of Sch C to Scorp. For more information about the episode visit us at prontotaxschool.com or email us to [email protected] Pronto Tax School, Andy Frye, Andrea MacDonald
…
continue reading

1
Schedule C Tax Prep Process Part 10: Converting a Sole Proprietorship (Schedule C) to an LLC or Scorp
22:55
22:55
Play later
Play later
Lists
Like
Liked
22:55Andy Frye EA will discuess the If, When, Why, and How of converting a sole proprietorship (Schedule C) to an LLC or S-corp, including the importance of setting up your client on payroll after the conversion. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]…
…
continue reading

1
Schedule C Tax Prep Process Part 9: Immigration Strategies (e.g. Undocumented Business Owners, ITIN’s, etc.)
22:30
22:30
Play later
Play later
Lists
Like
Liked
22:30Andy Frye EA and Daren Gress EA will lead the conversation on Immigration Strategies on a Schedule C. How to handle undocumented business owners. For more information about the episode visit us at prontotaxschool.com or email us to [email protected] Pronto Tax School, Andy Frye, Daren Gress
…
continue reading

1
Schedule C Tax Prep Process Part 8: Damage Control Strategies
21:38
21:38
Play later
Play later
Lists
Like
Liked
21:38Andy Frye EA and Andrea MacDonald CPA will lead the conversation on the exciting world of Damage Control Strategies for Schdeule C; start by letting your client know about the discrepancy you've identified in their prior year return. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]…
…
continue reading

1
Schedule C Tax Prep Process Part 7: Risk Mitigation Strategies
22:13
22:13
Play later
Play later
Lists
Like
Liked
22:13Andy Frye EA and Daren Gress EA discuss the fun times of rsik mitigation strategies related to Schedule C and how to navigate audits. They'll also be comparing the pros and cons of in-peron versus correspondence audits. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]…
…
continue reading

1
Schedule C Tax Prep Process Part 6: QBI Deduction Strategies
22:49
22:49
Play later
Play later
Lists
Like
Liked
22:49Andy Frye EA will dive into the fun and exciting world of QBI deduction strategies, discussing how to help your clients maximize their QBI and save on their taxes. For more information about the episode visit us at prontotaxschool.com or email us to [email protected] Pronto Tax School, Andy Frye
…
continue reading

1
Schedule C Tax Prep Process Part 5: Health Insurance Strategies
21:29
21:29
Play later
Play later
Lists
Like
Liked
21:29Andy Frye EA and Glen Wielandt Tax Business Coach lead the conversation on Health Insurance Strategies for self-employed clients. Is it a big issue? Are your Schedule C clients even conerned about Health Insurance? For more information about the episode visit us at prontotaxschool.com or email us to [email protected]…
…
continue reading

1
Schedule C Tax Prep Process Part 4: Retirement Plan Strategies
20:36
20:36
Play later
Play later
Lists
Like
Liked
20:36Andy Frye EA and Daren Gress EA will lead the conversation in Retriement Plan Strategies for Schedule C. Addressing the confusion around setting up retirment plans and clearing up the common misinformation found on social media. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]…
…
continue reading

1
Schedule C Tax Prep Process Part 3: Depreciation Strategies
21:35
21:35
Play later
Play later
Lists
Like
Liked
21:35Andy Frye EA and Andrea MacDonald CPA will dive into the fascinating realm of advanced Schedule C depreciation strategies. They will discuss the varying treatments of depreciation and explain why capital accounts often don't align between the books and the tax return, attributing these descrepancies to how assets are managed. For more information a…
…
continue reading

1
Schedule C Tax Prep Process Part 2: Niches
21:52
21:52
Play later
Play later
Lists
Like
Liked
21:52Glen Wielandt Tax Business Coach starts off the second episode of Schedule C Prep Process with an open discussion on extensions, price changes, new returns, and the biggest challenges everyone faced this tax season. For more information about the episode visit us at prontotaxschool.com or email us to [email protected]…
…
continue reading

1
Schedule C Tax Prep Process Part 1: Pricing Last Minute Schedule Cs
21:52
21:52
Play later
Play later
Lists
Like
Liked
21:52Andy Frye EA and Andrea MacDonald CPA start off the first episode of Schedule C Prep Process. How to price last minute Schedule Cs when you're closer to the deadline. Should you be aggressive with your prep fees? and what is an aggressive prep fees? For more information about the episode visit us at prontotaxschool.com or email us to support@pronto…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 7
22:53
22:53
Play later
Play later
Lists
Like
Liked
22:53Andy 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]…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 6
21:15
21:15
Play later
Play later
Lists
Like
Liked
21:15Andy 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 inform…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 5
21:49
21:49
Play later
Play later
Lists
Like
Liked
21:49Andy 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 sup…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 4
19:12
19:12
Play later
Play later
Lists
Like
Liked
19:12Andy 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 vi…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 3
22:09
22:09
Play later
Play later
Lists
Like
Liked
22:09Andy 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…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 2
18:26
18:26
Play later
Play later
Lists
Like
Liked
18:26Andy 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…
…
continue reading

1
Step-by-Step S Corp Tax Prep Process Part 1
21:45
21:45
Play later
Play later
Lists
Like
Liked
21:45Andy 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]…
…
continue reading

1
From Peru to Profitable Tax Pro with Ernesto Delacruz
36:00
36:00
Play later
Play later
Lists
Like
Liked
36:00Our 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/30By Pronto Tax School, Jeff Dolan, Andy Frye
…
continue reading

1
Confessions of a Bartending Tax Pro with John Piekarski
48:44
48:44
Play later
Play later
Lists
Like
Liked
48:44Our 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 …
…
continue reading

1
From Tax Franchisee Candidate to Side Hustling Independent Tax Pro with Camea Franklin, EA
47:59
47:59
Play later
Play later
Lists
Like
Liked
47:59Our 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/28By Pronto Tax School, Jeff Dolan, Andy Frye
…
continue reading

1
From Picnic Table to Professional Tax Preparer with Karensue Matthews
37:19
37:19
Play later
Play later
Lists
Like
Liked
37:19Our 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/27By Pronto Tax School, Jeff Dolan, Andy Frye
…
continue reading

1
Choosing Between Eviction or Tax Preparation with Terre Crisman
37:37
37:37
Play later
Play later
Lists
Like
Liked
37:37Our 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/26By Pronto Tax School, Jeff Dolan, Andy Frye
…
continue reading

1
From Financial Services Veteran to Tax Preparer with Joel Harworth
38:43
38:43
Play later
Play later
Lists
Like
Liked
38:43Our 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/25By Pronto Tax School, Jeff Dolan, Andy Frye
…
continue reading