IRS Nationwide Tax Forum Recap

Our team had such a great time this year attending the IRS Nationwide Tax Forums! We were in Orlando, Las Vegas, Dallas, National Harbor, and San Diego meeting with tax preparers and talking about tax education.

We love meeting new people, answering questions, and reconnecting with our “Road Family” – people we see year after year. Here are some highlights from our travels.

Outstanding Connections

In San Diego, Wally Michael (the exhibit contractor) had one of his employees set up our booth for us at no charge.  We have known Wally since the IRS Tax Forums began some 25 years ago. 

Marilyn and I had a nice conversation with Tabby of CTEC, several Intuit managers, the executive director of the National Society of Tax Professionals (NSTP), and the National Society of Tax Professionals (NATP).

Larry Gray, a highly-regarded speaker for the tax forum and tax professional groups came to our booth and bought a copy of my newly released book, Guide to Start and Grow Your Tax Business. In fact, there was a lot of interest to buy or carry my new book, which was very encouraging! 

I was also excited to meet Richard Marshall, Director of Sales for Tax Slayer, our new tax software provider.  

Our team connected with Canopy, HD Vest, the president of TaxAct, Plain Language Seminars, ERO Cyber Security and the team reps from Textellent.

Common Questions

We had a lot of questions about recruiting and training your own tax preparers. That’s something we offer for tax business owners looking to train their own preparers rather than hire experienced tax preparers. [See the video below]


YouTube video

We also had a lot of questions about becoming an Enrolled Agent. We told them all about how our CTP program is a pathway to Enrolled Agent

Overall, we got to reconnect with partners, meet with customers, and talk to companies about potential partnerships. We also met a number of tax professionals who had never heard of ITS. As always, we had a great time at the tax forums. How about you? What were your highlights?