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Congratulations on wrapping up another successful tax season! It’s time to start planning some fun ways to reward yourself for all your hard work!

Of course, even as you daydream about fun in the sun and much needed rest and relaxation, you’ll also need to prepare for an even best season next year. Refundo is dedicated to helping you with that, so we’re hosting the Refundo Webinar Series for Tax Professionals,where we present 20-minute interactive webinars, aimed at helping you stay informed and grow your business.

We kicked off the series on April 9 with “5 Ways to Keep Your Clients Engaged After Tax Season”. Our expert guest speaker was Emilio Jimenez, our colleague and former owner of a successful tax prep chain. Emilio shared with us his best practices for maintaining customer loyalty and keeping your clients’ attention once tax season’s over. If you missed the webinar, don’t worry! We recorded it for you. Here's the link!

Next Wednesday, April 23rd, we’re excited to continue the webinar series with “Why Offer Tax Training?” We’ll share with you the benefits of offering tax education, as well as some steps that will help you get started. Our guest speaker will be Carlos Lopez, of Latino Tax Pro. Carlos is a well-known tax education expert, with over 30 years of experience and IRS-approved continuing education centers located throughout the U.S. This will be an interactive and informative chat that you don’t want to miss! Here are the details.

Webinar Details:

  • Time: Wednesday, April 23rd @ 1:00 pm EDT/ 10:00 am PDT
  • Registration: Limited and on a first come, first served basis. Click below to register now!

You’ll have a chance to interact with Carlos and ask questions of our experts during a Q&A session at the end of the webinar, but why wait? Join the conversation on Twitter using #taxprotalk, and share your questions/comments!

Can’t wait to see you there!




Free webinar for tax pros





Topics: latino tax pro, webinar, tax training, tax education


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