Tax Pro Conference 2023

Did you miss it? Don’t worry – stay tuned and we will post details about next years conference as soon as we lock in some dates, great tax experts, and some amazing information just for you. In the meantime take a look at what you missed this past July in San Diego. We hope to see you next year!

Here are some reviews from previous attendees…

The Knowledge Share Extravaganza Package Deal contains valuable tax knowledge to help YOU share with your clients and your potential clients, so that you are perceived as an authority in your niche(s) and you attract “good fit” clients with ease.

Networking & Hangout

GUEST SPEAKERS | ACCOMODATIONS
THINGS TO DO | WHERE TO EAT

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2023 Guest Speakers

Keynote Speaker

Jason Staats, CPA
Founder – Realize Accounting & Tax Community.

“How Tax Pros Can Make Friends with the AI Robots…Before It’s Too Late.”

  • Thought leader and action leader in the tax & accounting industry for all things technology, especially artificial intelligence (AI) and business process automation.
  • Top-rated, not boring YouTube video creator –> youtube.com/@jasoncpa
  • Produced commercials for brands like LinkedIn and Zapier.
  • Built and ran a $5,000,000 revenue accounting & tax firm.
  • Built a Software-as-a-Service (SaaS) company to $30,000 monthly recurring revenue (MRR), sold a startup, and built a creatorpreneur business to $10,000 MRR.

Andrea Macdonald
President, Pro Tax & Accounting, LLC

“How to Make Big, Bold Changes Without Going Insane and/or Bankrupt”

  • Practicing CPA for 20+ years.
  • Runs small team firm specializing in business tax preparation, business tax planning, and accounting and payroll services.
  • Super-popular Mentor in the Pronto Tax School Network (hosts live “Andrea’s Answers” mastermind meeting every Thursday, and she’s probably answered your questions in our Facebook group, too).
  • Changed pretty much everything in her business over the past three years, including implementing substantial price increases for all clients, and lived to tell the tale.

Andy Frye
Founder & CEO Pronto Tax School

“How to Create “Forever Loyal” Clients Who Will Always Love You

  • Pioneer in the field of online education.
  • Assists and empowers 20,000+ independent tax professionals per year with training, tools, and support designed to help tax pros enjoy less stress and more success.
  • Over 100,000 tax courses delivered to tax pros through the Pronto Tax School Learning System.
  • 3rd generation tax business entrepreneur (i.e. raised in a family tax business).
  • Extensive educational efforts RE: PPP, EIDL, PUA, etc. during The Pandemic helped thousands of small businesses avoid failure and bankruptcy.

Carlos Samaniego
Founder & President, Tax Debt Consultants, LLC

“Prepare for Overwhelming Flood of IRS Tax Problem Resolution Work”

  • Enrolled Agent, Professional Speaker, book author, and NTPI Tax Fellow.
  • Known nationwide as an “Emergency Medical Technician (EMT) for People with Tax Problems.”
  • Extensive experience representing clients before all levels of the IRS.
  • Was a “tax degenerate” himself (didn’t file taxes for 8 years) before he turned his life around and dedicated himself to helping others who suffer from tax problems.
  • Will appear in upcoming PBS documentary film about the tax problem resolution industry.

Maryann Briseno
Founder, The Briseno Law Firm, PC

“8 Things Every Tax Pro Needs to Know about Trusts and Estates”

  • Principal Attorney at The Briseno Law Firm, PC.
  • 20+ years in income tax preparation experience.
  • Practicing tax professional specializing in trust and estate tax returns.
  • Practicing attorney specializing in the area of Trusts & Estates, Probate Law, Tax Law, and Bankruptcy.
  • Admitted to practice before the Superior Courts of the State of California, Federal District Courts, and United States Tax Court.

Channika Daniels
Founder & CEO, New Beginnings One Stop Tax Relief & Tax Preparation.

“Is the “Retail” Tax Prep Office Dead–or Due for a Resurrection?

  • Owner/operator of multi-location tax business in Phoenix and Mesa, Arizona.
  • Federally licensed by the U.S. Department of Treasury to represent taxpayers before the Internal Revenue Service (IRS) on all administrative tax matters in all 50 states and U.S. Territories. 
  • Specializes in tax problem resolution, tax penalty removal, and tax audit defense.
  • Stepped out on the limb and opened a retail tax preparation & tax consulting office during The COVID Era (yikes!), and lived to tell the tale.

Ingrid Ceballos
COO, Pronto Income Tax – West L.A. Office.

“Finding & Developing “Diamond in the Rough” Younger Employees”

  • COO and Tax Consultant at Pronto Income Tax.
  • Expert in tax preparation, tax planning, and tax problem resolution.
  • Extensive experience in tax business operations management.
  • Acquires 200+ new clients per year based on referrals from existing clients.
  • 29-year young business owner, entrepreneur, and humble, yet strong Boss Lady.
Daren Gress Guest Speaker at Pronto Tax School Conference 2023

Daren Gress
Gress Income Tax service

“Reduce Your Taxes by Hiring Your Kids, Legally and Ethically”

  • 1040 Taxes, Business Taxes.
  • Real Estate Tax Strategies.
  • Cryptocurrency Tax Strategies.
  • Tax Problem Resolution.
  • Trust & Fiduciary Taxes.
  • Bookkeeping.

Miguel Angel Romero
Founder and CEO, Ingenious Enumeration LLC

“My Dream Became My Reality: Why and How I Moved to Hawaii and Took My Business 100% Virtual”

  • Personal and corporate taxes, C Corp, S Corp, and LLC.
  • He also helps incorporate businesses and educate the new owners on all the new responsibilities as a business owner.
  • Miguel leads the Mindset & Motivation Meetings in the Business Tax Verified program every Monday, to help all Members feel excited and confident about the upcoming week.

Richard Martorello
Owner Richard Martorello Bookkeeping & More Services

“My Tax Biz Next Steps: Veteran Tax Business Owner Envisions the Future”

  • A husband-wife tax practice, they specialize in comprehensive bookkeeping services for private, municipal, and non-profit organizations. 
  • He has more than thirty years in the field of Accounting with non-profit organizations, municipal joint power agencies, and private enterprises including more than ten years with a billion-dollar semiconductor company.
  • Licensed with the California Tax Education Council (CTEC) and the Internal Revenue Service.
  • He provides support services for startup ventures, small businesses, and rental property entities.



ACCOMODATIONS

Towne Place Suites by Marriott San Diego Central
8650 Tech Way San Diego, CA 92123

Courtyard by Marriott San Diego Central
8651 Spectrum Center Blvd, San Diego, CA 92123

Fairfield Inn & Suites by Marriott San Diego Pacific Beach
4345 Mission Bay Dr., San Diego, CA 92109

The Dana on Mission Bay
1710 W Mission Bay Drive, San Diego, CA 92109


THINGS TO DO IN SAN DIEGO

Balboa Park

San Diego Hop On Hop Off Trolley Tours


Old Town San Diego State Historic Park – 4002 Wallace St, San Diego, CA 92110

Japanese Friendship Garden

Bike Coronado Island Along the Bayshore

San Diego Whale watching Tours

San Diego Museum of Art


WHERE TO EAT IN SAN DIEGO

Oscar’s Mexican Seafood
703 Turquoise St San Diego, CA 92109

Antojitos Colombianos Restaurant
2040 Imperial AveSan Diego, CA 92102

Homestyle Hawaiian
7524 Mesa College Dr San Diego, CA 92111

The Regents Pizza
4150 Regents Park Row #100, La Jolla, CA 92037

Tom Ham’s Lighthouse
2150 Harbor Island Dr, San Diego, CA 92101

Have Questions?  Need Help?
Click here to contact our support team,
Or Call and Speak to an Actual Human Being at 310-422-1283.  We’re Here If You Need Us!

Tax Pro Conference in San Diego, CA

We are working on plans for KSE 2024 – Stay Tuned In!

Let's Make Sure We Direct You to the Right
Training for Your Needs!

Please click the button below for your primary tax credential.

Not sure which credential applies to your situation?  Click here to reach our support team and we'll help you decide.

Let's Make Sure We Direct You to the Right
Training for Your Needs!

Please click the button below for your primary tax credential.

Not sure which credential applies to your situation?  Click here to reach our support team and we'll help you decide.