Our 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.
Our 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.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 6 is called Stabilization: develop at least one profitable service other than tax preparation that works well with tax preparation. This step brings more long-term financial stability to the business.
Our guest on this episode is Carlos Samaniego, EA, winner of the 2020 My Tax Career Story Contest. Join us as he […]
Every journey starts with the first step, and that step in the tax preparation business is becoming credentialed. In this episode, we walk you through getting educated, registered, and the various directions you could head in the Initiation step of The Pronto Path.
