Build Your

Business All Year Long

There’s More

to Being a TaxPro

Practice

Meets

Purpose

Because being a tax professional means running a business all year long.

Clients, relationships, technology, opportunities, partnerships, education, and growth don't fit neatly into a single season. Neither does TaxPro365.

TaxPro365 brings tax professionals together with the tools, insights, resources, relationships, and opportunities they need to build stronger businesses all year long.

Your Business Happens 365 Days a Year.

Your work may start with tax, but running a successful business involves much more clients, technology, relationships, marketing, new services, professional development and finding the right opportunities at the right time. TaxPro365 brings more of those conversations together.

Turn Everyday Conversations Into Unexpected Business Opportunities

Join the TaxPro365 community and get the TaxPro365 Small Talk Rescue, an interactive tool you can carry with you and pull up whenever you need a little help starting the right conversation.

Use it at a conference, in an elevator, at a business dinner, at a community event, while waiting for coffee, or even standing in line at the supermarket.

Because the person you meet today could become tomorrow’s client, referral partner, business connection, or opportunity.

Small Talk Rescue helps you break the ice, keep the conversation going, and turn everyday encounters into opportunities to build relationships and grow your business, all year long.

Then We Took

the Idea to

Puerto Rico.

The inaugural TaxPro365 Expo brought the concept to life through professional education combined with shared experiences designed to make genuine interaction easier.

Evolution

The Idea Keeps Growing.

Today, The TaxPro365 Expo is evolving from the experience that began in Puerto Rico into a broader year-round connection point for tax professionals and the businesses that serve them.

The focus remains on relationships, professional growth, useful resources and opportunities to build stronger businesses throughout the year.

There’s More

Than

One Way

to Work

Together.

More Real Conversation

One Bedroom Apartment

One Bedroom Apartment

Two Bedroom Apartment

Living Room

Private Residence

Penthouse

Connecting tax professionals with ideas, resources, relationships and opportunities, all year long.

Frequently Asked Question

What does it mean to be a TaxPro365?

Being a TaxPro365 means recognizing that you’re not only a tax professional—you’re also a business owner 365 days a year. TaxPro365 is about helping you strengthen your practice, build valuable relationships, discover new opportunities, explore additional revenue possibilities, and continue growing throughout the year.

What do I get when I join TaxPro365?

The original Expo in Puerto Rico combined professional education with shared experiences that gave attendees, speakers, exhibitors, and sponsors more opportunities to genuinely get to know one another. Conversations continued beyond formal sessions through meals, activities, and experiences around Puerto Rico. Many of the relationships formed during the Expo continued long after the event ended.

How do I join TaxPro365?

Simply provide your first name and email address to Join TaxPro365. You can also provide your cell phone number if you’d like, but it isn’t required. Once you’re on the list, we’ll keep you connected to useful resources, tools, industry information, opportunities, and what’s happening with TaxPro365.

My company serves tax professionals. How can we work with TaxPro365?

Visit Work With Us to start a conversation. We’re interested in hearing from exhibitors, sponsors, service providers, industry organizations, and strategic partners who have something valuable to offer the tax professional community. We’re also open to conversations about becoming more deeply involved in the future of The TaxPro365 Expo.

Can I submit my conference or event to TaxPro365?

Yes. If you’re organizing an in-person conference, event, training, or professional experience relevant to tax professionals, you can submit it for consideration through Work With Us. We want to know about valuable opportunities that may be worth sharing with the TaxPro365 community. Submission does not guarantee inclusion or promotion.

I attended the original Expo. Is this the same TaxPro365?

Yes. This is the same The TaxPro365 Expo and the same idea behind the original Puerto Rico experience, now evolving to create more ways for tax professionals to stay connected, discover useful resources, and find opportunities throughout the year.

What is The TaxPro365 Expo?

The TaxPro365 Expo began as an in-person experience created for tax professionals to learn, connect, build relationships, discover opportunities, and grow their businesses. Today, TaxPro365 continues that spirit throughout the year by connecting tax professionals with useful tools, resources, industry information, events, business ideas, and opportunities.

Is there a TaxPro365 Expo currently scheduled?

There is no TaxPro365 Expo currently scheduled. Join TaxPro365 to stay connected and be among the first to know about future experiences, opportunities, and announcements.

The TaxPro365 Expo is a professional community and industry resource

for tax professionals and the businesses that serve them.

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Work With Us

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