About this Event
🚨 PROTAXLINK 2027 TAX SEASON SUCCESS SUMMIT
NEW IRS TAX LAWS | START YOUR OWN TAX OFFICE | GROW YOUR TAX BUSINESS
ARE YOU READY FOR THE 2027 TAX SEASON?
Whether you're an experienced tax preparer, a current tax office owner, or someone dreaming of opening your own tax preparation business, THIS EVENT IS FOR YOU!
Join ProTaxLink for a powerful, one-day training and business growth summit designed to help you understand important IRS changes, prepare for the upcoming filing season, and explore opportunities in the tax industry.
Learn the laws, discover new technology, connect with other professionals, and gain practical strategies to help build a successful tax business.
🔥 WHAT YOU'LL LEARN
✅ NEW IRS TAX LAWS & UPDATES
- Important tax changes for the 2027 filing season
- New deductions, credits, and eligibility requirements
- Refund changes and tax preparation strategies
✅ HOW TO OPEN YOUR OWN TAX OFFICE
- How to start a tax preparation business
- PTIN, EFIN, and tax software requirements
- Business setup, office operations, and startup planning
- How to attract your first tax clients
✅ IMMIGRATION, ITIN & TAX FILING
- Immigration-related tax considerations
- ITIN and Social Security number requirements
- Filing eligibility, documentation, and tax credits
✅ IRS DUE DILIGENCE & COMPLIANCE
- Form 8867 requirements
- Avoiding common preparer mistakes
- Protecting your business from penalties
✅ IRS NOTICES, AUDITS & TAX RESOLUTION
- Common causes of refund delays
- Understanding IRS letters and notices
- Tax resolution options and IRS transcript tools
✅ AI, CRM & TAX OFFICE AUTOMATION
- Using AI in your tax business
- Automated appointment scheduling and client follow-ups
- Tax Pro 360 CRM and office management strategies
✅ MARKETING & BUSINESS GROWTH
- Social media marketing and lead generation
- Email and SMS campaigns
- Client retention and referrals
- Growing your tax office into a year-round business
✅ BUSINESS FUNDING & CREDIT REPAIR
- Understanding business funding options
- Building business credit
- Responsible credit improvement strategies
- Exploring additional services for your tax business
✅ WISP, EFIN & CYBERSECURITY
- Protecting taxpayer information
- IRS security guidance
- Creating a Written Information Security Plan
- Cybersecurity best practices
🎯 WHO SHOULD ATTEND?
- New and aspiring tax preparers
- Individuals who want to open their own tax office
- Existing tax office owners
- Experienced tax professionals
- Tax office managers
- Entrepreneurs interested in the tax preparation industry
📅 EVENT DETAILS
Date: Saturday, November 7, 2026
Time: 12:00 – 6:00 PM EST
Location: 7111 W Commercial Blvd
Venue: CASA DE AMORE
💚 WHY ATTEND?
This isn't just about learning tax laws. It's about understanding how to start, manage, protect, and grow your tax preparation business.
Whether you're preparing to open your first office or looking to take your existing business to the next level, ProTaxLink is bringing valuable education and business growth strategies together under one roof.
🚀 LEARN THE LAWS. OPEN YOUR OFFICE. GROW YOUR BUSINESS.
🎟️ RESERVE YOUR SEAT TODAY!
Presented by ProTaxLink
Professional Tax Software
TRAIN | SUPPORT | GROW
Educational event. Business funding and financial outcomes are not guaranteed. Event agenda and speakers are subject to confirmation.
Event venue & nearby stays
CASA DE AMORE, 7111 W COMMERCIAL BLVD, FORT LAUDERDALE, United States
Concerts, fests, parties, meetups — all the happenings, one place.