Shows
Tax Pro NationSchedule E Tax Prep Process Part 6: Fix & Flip Clients (Schedule E Reporting vs. Schedule C Reporting, etc.)Andrea MacDonald CPA and Andy Frye will break dwon how to report income for your Fix & Flip clients, and the key difference between Schedule E and Schedule C reporting. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com
2025-08-0858 minTax Pro NationSchedule E Tax Prep Process Part 5: The (Extensive) Role of LLC's in Real Estate InvestingAndrea MacDonald CPA will lead the conversation on why a LLC setup is important for real estate investments, especially when the purchase is made through a non-real estate business. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com
2025-08-0155 minTax Pro NationSchedule E Tax Prep Process Part 4: How to Report Income and ExpensesDaren Gress EA leads the conversation on how to report general expenses on Schedule E, covering key topics like depreciation, repair regulations, and the distinctions between business and residential rental properties. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com
2025-07-2556 minTax Pro NationSchedule E Tax Prep Process Part 3: Out-of-State Rental Property StrategiesAndrea MacDonald CPA will lead the conversation on how to handle out-of-state rental properites on a Schedule E; and you'll get to see the difference between how the real world stacks up and what social media is trying to sell your clients. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com
2025-06-2022 minTax Pro NationSchedule E Tax Prep Process Part 2: Income and ExpensesAndy Frye EA and Daren Gress EA will dive into income and expenses of Schedule E, starting with how to handle a brand new client. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com
2025-06-0656 minTax Pro NationSchedule E Tax Prep Process Part 1: Self Rental Rules When You Have an Entity Bonus, Strategies, and PitfallsAndy 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 support@prontotaxschool.com
2025-04-1822 minTax Pro NationSchedule C Tax Prep Process Part 11 Final Episode: Continuation from Part 10 When and How to Move Clients off of Sch CAndy 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 support@prontotaxschool.com
2025-02-1421 minTax Pro NationSchedule C Tax Prep Process Part 10: Converting a Sole Proprietorship (Schedule C) to an LLC or ScorpAndy 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 support@prontotaxschool.com
2025-01-2522 minTax Pro NationSchedule C Tax Prep Process Part 9: Immigration Strategies (e.g. Undocumented Business Owners, ITIN’s, etc.)Andy 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 support@prontotaxschool.com
2025-01-0422 minTax Pro NationSchedule C Tax Prep Process Part 8: Damage Control StrategiesAndy 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 support@prontotaxschool.com
2024-12-1421 minTax Pro NationSchedule C Tax Prep Process Part 7: Risk Mitigation StrategiesAndy 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 support@prontotaxschool.com
2024-10-1922 minTax Pro NationSchedule C Tax Prep Process Part 6: QBI Deduction StrategiesAndy 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 support@prontotaxschool.com
2024-09-2022 minTax Pro NationSchedule C Tax Prep Process Part 5: Health Insurance StrategiesAndy 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 support@prontotaxschool.com
2024-09-0621 minTax Pro NationSchedule C Tax Prep Process Part 4: Retirement Plan StrategiesAndy 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 support@prontotaxschool.com
2024-08-2320 minTax Pro NationSchedule C Tax Prep Process Part 3: Depreciation StrategiesAndy 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 about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com
2024-08-0921 minTax Pro NationSchedule C Tax Prep Process Part 2: NichesGlen 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 support@prontotaxschool.com
2024-05-3121 minTax Pro NationSchedule C Tax Prep Process Part 1: Pricing Last Minute Schedule CsAndy 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@prontotaxschool.com
2024-05-1721 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 7Andy 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 support@prontotaxschool.com
2024-04-2522 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 6Andy 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 support@prontotaxschool.com
2024-04-1221 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 5Andy 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 support@prontotaxschool.com
2024-03-2921 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 4Andy 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 support@prontotaxschool.com
2024-03-1419 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 3Andy 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 support@prontotaxschool.com
2024-02-2922 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 2Andy 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 support@prontotaxschool.com
2024-02-1518 minTax Pro NationStep-by-Step S Corp Tax Prep Process Part 1Andy 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 support@prontotaxschool.com
2024-02-0221 minTax Pro NationFrom Peru to Profitable Tax Pro with Ernesto DelacruzOur 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
2021-06-0736 minTax Pro NationConfessions of a Bartending Tax Pro with John PiekarskiOur 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
2021-05-3148 minTax Pro NationFrom Tax Franchisee Candidate to Side Hustling Independent Tax Pro with Camea FranklinOur 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
2021-05-2447 minTax Pro NationFrom Picnic Table to Professional Tax Preparer with Karensue MatthewsOur 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
2021-05-1737 minTax Pro NationChoosing Between Eviction or Tax Preparation with Terre CrismanOur 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
2021-05-1037 minTax Pro NationFrom Financial Services Veteran to Tax Preparer with Joel HarworthOur 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
2021-05-0338 minTax Pro NationFrom Animal Surgeon to Tax Professional with Cynthia Shofer, EAOur 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
2021-04-2634 minTax Pro NationFrom Hotel Room to Tax Practice with Misty Dragon Our 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
2021-04-1930 minTax Pro NationFrom Mother of Three to Tax Business Franchisee with Nora GarciaOur 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
2021-04-1229 minTax Pro NationFrom Hollywood to Taxes with Beth Lynn KellyOur 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
2021-04-0542 minTax Pro NationStarting Over Again with William Marcus LopezOur 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
2021-03-2944 minTax Pro NationFrom Poverty to Professional Tax Preparer with Kevin Huston, EA, USTCPOur 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
2021-03-2226 minTax Pro NationFrom Tax Evader to Tax Problem Solver with Carlos Samaniego, EAOur 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
2021-03-1542 min
Tax Pro NationStorySelling with Nick NantonNick 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 Rohn [03:19] Ben Hardy, one of the top writers on M...
2018-10-1544 min
Tax Pro NationStrong Marriage, Strong Tax Career with Kathleen FreiburghouseHow 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 four decades of grueling tax seasons, Kathleen and her husband Kent still have one of the most admired and v...
2018-08-2058 min
Tax Pro NationLegitimize Your Hustle with Teowonna CliftonThe 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 Mentioned: [01:15] Chauncey Hutter, Jr. Success Summit in Orlando, FL [03:38] How Simply Tax...
2018-08-1332 min
Tax Pro NationSalesmanship with Chauncey Hutter, Jr.Chauncey 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 27,000 clients, over 440 employees, and 15 market areas and across three states (in ten years).
2018-08-061h 05
Tax Pro NationA Strategic Desire to Help with David ReeserExecutive 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, David shares different ways to think about sales in order to change our mindset a...
2018-07-3049 min
Tax Pro NationIntrapreneurship with Sean AhlumExperienced 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 step does not only apply to tax business owners. It applies to anyone working at a company. Employees can act entrepreneurially, too, and reap t...
2018-06-1156 min
Tax Pro NationScale to Success with Glen WielandtIn 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 notes, visit: http://taxpronation.com/11 Quotables: [13:06] “It’s not the number of offices you...
2018-06-041h 05
Tax Pro NationClient Care with Casimiro Jesse PeñaTax 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, care, effort, empathy, patience. These are all things Jesse embod...
2018-05-211h 07
Tax Pro NationStep 9 of The Pronto Path: FruitionThe 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 to w...
2018-05-1455 min
Tax Pro NationStep 8 of The Pronto Path: TransformationThe 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 tax professional, this show is for y...
2018-05-071h 11
Tax Pro NationStep 7 of The Pronto Path: MultiplicationThe 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 professional, this show is f...
2018-04-301h 05
Tax Pro NationStep 6 of The Pronto Path: StabilizationThe 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 where you are right now to where you want to be as an in...
2018-04-2353 min
Tax Pro NationStep 5 of The Pronto Path: AccelerationThe 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 to where you want to be as an independent tax...
2018-04-161h 07
Tax Pro NationStep 4 of The Pronto Path: ElevationThe 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 to get from where you are right now to...
2018-04-0946 min
Tax Pro NationStep 3 of The Pronto Path: TractionThe 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 as an independent tax professional...
2018-04-031h 05Tax Pro NationStep 2 of The Pronto Path: ActivationThe second step on The Pronto Path is Activation. In this episode, we walk you through building, testing, and validating your Unique Selling Proposition (USP). This is a critical step many skip past but it is foundational to your success. 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 professional, this show is...
2018-03-2657 minTax Pro NationStep 1 of The Pronto Path: InitiationEvery journey begins with the first step, and in episode 1 of Tax Pro Nation, we take the Initiation step in 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 professional, this show is for you! Step 1 is all about getting educated, registered, and deciding which direction you will head in the business. To learn more, and f...
2018-03-201h 01Tax Pro NationIntroductionIn this introductory episode of Tax Pro Nation, the 9 steps of "The Pronto Path" are discussed. 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 professional, this path, this episode, and this show are for you! To learn more, and for the complete show notes, visit: http://taxpronation.com/00 Resources mentioned: [16:20] Basic Income Tax Course link (https://courses.prontotaxschool.com) [20:11] USP f...
2018-03-1636 min