Tax Industry Talk

Learn how to grow from one office to many! Whether you choose to resell, franchise, or open more locations, this is an episode you don't want to miss!

Nick Maldonado is the CEO of Toro Taxes, which is the largest Latino tax franchise in America!

Tax Industry Talk is sponsored by Sigma Tax Pro, who provide custom professional tax software solutions to help you grow you business and achieve your goals. With over 500 five-star reviews from satisfied customers, they are the ones to go to for all your tax office needs. Check them out at sigmataxpro.com or call them at 866-386-4769.

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Find out how to help an underserved market, find new clients for your tax business, and generate more revenue every year!

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In this episode, I chat with my friend Brady Lievens, the Sales Operations Director at Protection Plus. We discuss how audit assistance works, ancillary products in general, and how you can use it to create more revenue per client.

If someone offered to buy your business tomorrow, would you know a good offer from a bad one? In this episode, I chat with my friend Cary Shields, one of the founders and former president of Refund Advantage. We pick Cary's brain to learn exactly how to determine the worth of your business, using methods that he's learned over the years from interacting with tax professionals. If you are planning to grow your business, you don't want to miss this episode.

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In this episode I chat with my friend Mario Costanz about adding crypto tax prep to your practice. He also shares a special announcement with our listeners! We dive deep into where crypto is heading, and how you can make sure you are ahead of the curve!

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In this episode I chat with my friend Mario Costanz about adding crypto tax prep to your practice. He also shares a special announcement with our listeners! We dive deep into where crypto is heading, and how you can make sure you are ahead of the curve!

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In this episode I chat with my friend Shannon Bond, Senior Director of Government Relations at Wolters Kluwer. We discuss cyber security threats to your tax office, and steps you can take to protect yourself and your taxpayers information.

If you like what you hear, please give us a good rating wherever you listen to your podcasts.

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In this episode I sit down with Chad Iden, of Capital Tax Management, and we break down exactly what strategies tax offices should be using to market their business and grow their client base. This is a practical guide to marketing, and chock full of great information.

If you like what you hear, please give us a good rating wherever you listen to your podcasts.

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In episode 2, I am joined by Javier Solis. He is the founder and CEO of Los Taxes, the first Latino franchise of income tax preparation. We chat about his journey from a small tax office, to a nationwide brand, and go over specific steps you can take to grow your business. We also talk about overcoming his biggest challenges, and his social role in the Latino community.

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In this episode I interview Jermaine Shearin, Vice President of Tax Refund Solutions at Republic Bank. We go in depth on his insight into the tax industry, where it's headed, and how preparers can stay competitive!

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