The TaxPro365 Expo

Elevate Your PR in PR

May 14-15, 2025

Condado, Puerto Rico

Elevate Your PR in PR

Boost your productivity, profitability, and profile in Puerto Rico, and bring these strategies home to grow your tax business anywhere in the USA.

Policy Review

Stay ahead with the latest tax regulations that can impact your business.

Process Refinement

Streamline your tax preparation and client management processes for efficiency..

Partnership Relations

Learn how to build strong partnerships with other tax professionals and service providers.

Persona Research

Understand your clients’ needs better to offer tailored tax solutions..

Professional Resources

Discover valuable tax content and tools to provide ongoing client education.

Profile Raising

Learn how to increase your visibility, authority, and brand in the tax industry.

Prospect Retention

Learn techniques to keep potential clients engaged and convert them into paying customers.

It's About the Experience

Unleash Your Potential in Puerto Rico

Discover the ultimate blend of business and leisure at The TaxPro365 Expo. Engage in workshops, connect with fellow tax pros, and immerse yourself in Puerto Rico’s rich culture and scenic beauty. It’s more than an event—it’s an unforgettable experience!

Testimonials

Watch some of our attendees share their experiences firsthand

As shared on Social Media

What People Are Saying

Here’s what attendees shared online about their experience.

Registration Tears

Select Your Registration Type

Thursday Only

ACCESS

$247

[$347 after 4/1/25]

Registration closes on 4/17/25

Wednesday:

  • Power Breakfast

  • Networking Meetup (Old San Juan Walking Tour or Mixology Class at Casa Bacardí)

  • Sunset Soiree

  • Dinner & Dance

Thursday:

  • Access to all Sessions (English & Spanish)

  • Supporting Materials

  • Breakout Sessions

  • Exhibits

  • Networking

  • Speed Networking

  • CE Credits

  • Expo Bag

  • Giveaways

  • Event App

  • Breakfast

  • AM Break

  • PM Break

  • Lunch

Wednesday Evening & Thursday

ELITE

$397

[$497 after 4/1/25]

Registration closes on 4/17/25

Wednesday:

  • Power Breakfast

  • Networking Meetup (Old San Juan Walking Tour or Mixology Class at Casa Bacardí)

  • Sunset Soiree

  • Dinner & Dance

Thursday:

  • Access to all Sessions (English & Spanish)

  • Supporting Materials

  • Breakout Sessions

  • Exhibits

  • Networking

  • Speed Networking

  • CE Credits

  • Expo Bag

  • Giveaways

  • Event App

  • Breakfast

  • AM Break

  • PM Break

  • Lunch

Wednesday & Thursday

ELITE PLUS

$597

[$797 after 4/1/25]

Registration closes on 4/17/25

Wednesday:

  • Power Breakfast

  • Networking Meetup (Old San Juan Walking Tour or Mixology Class at Casa Bacardí)

  • Sunset Soiree

  • Dinner & Dance

Thursday:

  • Access to all Sessions (English & Spanish)

  • Supporting Materials

  • Breakout Sessions

  • Exhibits

  • Networking

  • Speed Networking

  • CE Credits

  • Expo Bag

  • Giveaways

  • Event App

  • Breakfast

  • AM Break

  • PM Break

  • Lunch

EVENT TOPICS

2025 Content Themes & Trends

  • Funding

  • Cybersecurity

  • Compliance

  • Professional Development

  • Business Growth Strategies

  • Marketing

  • Brand Development

  • Service Expansion and Diversification

  • Processes

  • Resources

EVENT SPEAKERS

Meet Our Speakers

From IRS to industry leaders, The TaxPro365 Expo hosts a diverse array of presenters. Stay tuned – we’ll be announcing the 2025 speakers soon.

Education

Encounter industry-leading speakers representing diverse sectors. Gain insights into essential small business resources such as funding opportunities, marketing strategies, and brand growth. Discover practical approaches to expanding your practice and fostering business development including bookkeeping, financial services, real estate, etc.

Exhibits

Visit our exhibitors to explore diverse business opportunities for year-round sustainability. Discover the latest software, tools and strategies to enhance your tax practice or marketing efforts. Engage with experts in business development to foster growth and stay ahead in a competitive landscape.

Networking

Network in Puerto Rico's fun atmosphere, fostering genuine connections and idea exchange. Engage with other tax professionals to gain insights into year-round growth strategies and explore collaborative opportunities. Refine service offerings in a relaxed, conducive environment for productive networking.

What is The TaxPro365 Expo? At The TaxPro365 Expo in May 2025, we go beyond traditional tax conferences to offer a unique experience where real connections and meaningful relationships are fostered. This is not just another industry gathering; it’s about building a community where tax professionals and industry supporters can collaborate, network, and grow together.

Enjoy the Experience

Engage in meaningful conversations with hundreds of like-minded peers eager to enhance their practices with innovative offerings. Whether you're seeking fresh insights, valuable connections, or simply a moment to refocus, the TaxPro365 Expo provides the ideal platform to wrap up the tax season and relaunch your professional endeavors with renewed energy and purpose. Our goal is to create an environment where attendees don’t just exchange business cards—they form connections that can genuinely benefit their businesses for years to come. We achieve this by focusing on immersive experiences that go beyond traditional networking.

8 Reasons to Attend The TaxPro365 Expo:

  • Get CE Credits and hear directly from IRS speakers.

  • Discover a range of new offerings, from financial and professional services to insurance and estate planning, among others.

  • Prepare for the next tax season early: Wrap up, learn from the past year, and discover ways to improve your practice for a smoother and more successful year ahead.

  • Learn effective marketing strategies to broaden your brand's reach.

  • Access the latest tools, software, and apps

    to enhance business efficiency.

  • Gain valuable resources and funding options tailored for small businesses.

  • Network with fellow tax professionals focused on business growth.

  • Enjoy a relaxing post-tax season break in Puerto Rico

Join the Buzz...

See Why Tax Pros are Excited About The TaxPro365 Expo!

Network with tax pros from around the country.

Join us at the only conference tailored exclusively for tax professionals seeking year-round business growth opportunities. Our event is uniquely designed to meet the needs of tax professionals looking to enhance their expertise and expand their businesses.

  • Network

  • Expand your offerings

  • Grow Your Practice

FAQ

What are the dates and location of The TaxPro365 Expo?

The TaxPro365 Expo will take place on Thursday, May 15, 2026 in Puerto Rico. The optional Wednesday, 5/14 activities are available for those who wish to extend their stay and enjoy everything else the event has to offer, based on their personal needs and interests.

I understand that the expo is a one-day event focused on education taking place Thursday, 5/15. What are the optional networking activities available on Wednesday?

The TaxPro365 Expo is designed with a clear focus on education and professional growth, taking place exclusively on Thursday. This one-day expo is dedicated to offering a wide range of resources and presentations aimed at empowering tax professionals to expand their knowledge and enhance their businesses. We've ensured that the entry fee for the expo is very affordable, making it accessible for everyone seeking to benefit from this educational opportunity.

The Wednesday portions of the event are entirely optional and complement the core educational experience. This additional day is designed for attendees who wish to enrich their expo experience with networking opportunities in a relaxed setting. For a list of optionals networking activities, visit our Agenda-at-a-Glance page.

Who is behind the organization of The TaxPro365 Expo, and what inspired its unique approach?

The TaxPro365 Expo is the brainchild of Rita Castillo. Rita's extensive experience includes managing expos for the IRS Tax Forums for more than ten years and leading event programs for NASA, showcasing her ability to craft impactful events. The inspiration for The TaxPro365 Expo stemmed from Rita's aspiration to revolutionize the conventional tax conference landscape by offering an experience that blends professional development with the vibrant, inspiring setting of the Caribbean. Our goal is to integrate learning with leisure, creating an environment where tax professionals can discover new business opportunities while forging lasting relationships. Read more...

How can I register for the conference?

To register for the conference, complete the online registration form.

Are there any accommodations or hotel discounts available for conference attendees?

Yes, accommodations and hotel discounts are available for conference attendees. Detailed information on available accommodations and exclusive discounts will be posted here soon.

What is the agenda for the conference?

Is there an early bird registration discount available?

Yes, early bird registration discounts are available. Be sure to register early to take advantage of these savings.

Are there any networking events scheduled during the conference?

Yes, networking is a key focus throughout the TaxPro365 Expo. The event is designed to facilitate connections and foster relationships among tax professionals and industry leaders. From organized meetups to our Sunset Soiree event, as well as city tours, speed networking sessions, and the opportunity to meet in PRadise, every aspect of the expo is geared towards networking. We understand the importance of taking time to relax, regroup, and relaunch after the demands of tax season, and the TaxPro365 Expo provides the ideal setting for just that.

Can I earn continuing education credits by attending the conference sessions?

Yes, we are proud to partner with Freedom Tax School, an IRS-approved CE provider. Check our schedule to see which sessions qualify for CE credits. Join us for this exciting update and enhance your professional credentials!

Will there be exhibitors at the conference?

Yes, exhibitors will be present at the conference to showcase a diverse range of products and services relevant to tax professionals that want to grow year-round. The presence of exhibitors provides an excellent opportunity for attendees to discover new products, explore industry trends, and network with leading experts in the field.

What airport do I fly into Puerto Rico?

The nearest major airport is Luis Muñoz Marín International Airport (SJU / TJSJ).

Is transportation provided to and from the conference venue, as well as the airport?

Transportation is not included. The best way is to get to the hotel is to take a taxi or Uber. The hotel is a 12-minute ride from the airport.

Are there any special events or activities planned outside of the conference sessions?

Yes, in addition to the conference sessions, several special events and activities are planned to enhance the overall experience for attendees. These events include the Power Breakfast, El Viejo San Juan Networking Meetup, and Mixology Class at Casa Bacardi. These activities offer valuable networking opportunities, cultural experiences, and leisure options for attendees to enjoy beyond the confines of the conference sessions. We encourage all attendees to participate in these events to make the most out of their TaxPro365 Expo experience.

Are there any opportunities for sponsorship or exhibitor booths available?

Yes, there are indeed opportunities available for sponsorship and exhibitor booths at the TaxPro365 Expo. To learn more about these opportunities and how your company can get involved, please visit our sponsorship and exhibitor information page by clicking here or feel free to email us at expo@thetaxpro365expo. We welcome inquiries from organizations interested in showcasing their products, services, and expertise to our diverse audience of tax professionals.

Is there a dress code for the conference sessions?

Here's the breakdown of the dress code for various events at the TaxPro365 Expo:

- Thursday Expo: Business casual attire is recommended.

-Sunset Soiree: Impress us with a Island Chic evening attire.

-Power Breakfast, Mixology Class, and El Viejo San Juan Networking Meetup: Casual attire is suitable for these networking events.

We hope this guide helps you prepare accordingly for each event.

Can I receive a refund if I am unable to attend the conference?

Registrations for The TaxPro365 Expo are non-refundable. However, if you are unable to attend the conference, we offer the option to transfer your registration. Please contact us at [email protected] for assistance with transferring your registration to another individual. We appreciate your understanding of our refund policy and are happy to help facilitate registration transfers to ensure the smoothest experience possible for all attendees.

Are meals included with the conference registration?

Yes, meals are included with your registration at The TaxPro365 Expo. However, please note that the availability of meals depends on the specific registration package selected. Additionally, there will be meals available for purchase during the registration process as well as from hotel restaurants and eating outlets.

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