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Biggest Mistakes Tax Professionals make at IRS Trade Shows

Jesse Arroyave on Jul 28, 2017

Before you use your terminator focus to find some good freebies, ask yourself why you’re attending the IRS trade shows. Unfortunately, not enough people ask themselves that, and fail to have a clear understanding of their goals for the event.

It’s almost like walking into a networking event that you paid for, grabbing a couple of beers, maybe some nachos, and then desert…if you’re lucky. Instead, buy a 6 pack of beer, Tostito scoops, some good ole Ben and Jerry’s, and call it a day. Here’s my point. If you’re going to the trade shows and focused on the freebies, you’ve already lost.

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5 Things Tax Professionals Should be Doing this Summer

Roger Chinchilla on Jun 27, 2017

It's summer, and the busy tax season is finally over! But that doesn't mean it is time for tax professionals to check out.  Summer is an opportune time to prepare for the upcoming season, and we have 5 things tax professionals should be doing this summer that will help your personal professional development. So let's get to them.

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Top Mistakes Tax Professionals Make at
Trade Shows

Jesse Arroyave on Jul 22, 2015

After several hours of listening to IRS seminars and watching the hour hand slowly approach twelve, you realize the last hour was spent thinking of how to best get in line for food. You try to focus, but let’s face it, you need a break. After all, there’s only so much information you can digest in one day. Alright, so after 17 pens, 6 folders, 4 shirts, 2 pins, and an obscure doll, you go back home and get ready for the next trade show. There’s a wide variety of things that people give away at trade shows. God knows we all love the occasional free supplies. But at what cost to your business?

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It's Trade show time at Refundo!

Daphne Veras on Jun 27, 2014

It’s official! The Refundo roadshow season starts on Monday.

Every summer we pack our bags and hit the road with the IRS Nationwide Tax Forums to connect with tax pros from all over the country and demo our new features.

This year will be no different. In fact, we enjoy these in-person events so much that we’ve decided to join the NATP conferences as well. Adding three additional shows to this year’s summer shows.

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It's Summer! You Know What That Means

Daphne Veras on Jun 27, 2013


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Who Prepares the Tax Preparer?

Ross Wolfe on Nov 13, 2012

An interview with Carlos Lopez of Latino Tax Professional Association

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Report From the IRS Tax Forums: An Update

Ross Wolfe on Jul 20, 2012


Just a friendly update from the folks at Refundo on the IRS Tax Forums, conveyed via carrier pigeon (still the safest and most reliable mode of communication)


Refundo visits trade show conventions in Orlando, Atlanta, and San Diego

Three down, three to go.

The IRS Nationwide Tax Forums in Orlando, San Diego, and Atlanta have come and gone.  You may remember the preview of the conferences we provided a few weeks ago, which went over the different venues that were planning to host them and the various programs they would feature for tax specialists.  Now that a few of them have actually taken place, though, we thought it might be time for an update on how they went and what the Refundo team was up to while we were out there.

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2012 IRS Tax Forum Wrap-up

Ross Wolfe on Jul 20, 2012

 Another incoming message from Refundo, this time delivered airborne from an old-timey biplane


This summer’s round of IRS Nationwide Tax Forums came to a close last week at the Hilton on 52nd Street and 6th Avenue in Manhattan, New York.  Back in mid-June, we announced the forums and the dates and locations where they were scheduled.  At around the midway point, after the trade show in San Diego, we did an update on how things were moving along.  Now that the annual series of conferences is at an end, it’s useful to look back and take stock of everything that happened.

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The Annual Nationwide IRS Tax Forums: A Fiscal Extravaganza

Ross Wolfe on Jun 14, 2012


The stunning atrium at the Marriott Marquis Atlanta, one of the hosts to this year’s IRS Nationwide Tax Forum

Why attend?

OK, so “extravaganza” is probably the last word that comes to mind when thinking about the IRS.  Getting psyched for the 2012 IRS Nationwide Tax Forum might seem like a fairly tall order, then.  Nevertheless, this year’s series of industry trade shows — being held in six U.S. cities over the course of the next couple months — promises to feature some really useful (and even exciting) new material.  And as anyone who’s been to these forums in the past will be able to tell you, they provide vital information and training for enrolled agents, accountants, and tax preparers looking to stay current and brush up on the latest news and developments in the profession.

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