Agenda, Speakers & Topics

Thursday, May 16, 2024

8:30am - 1:00pm - Networking Meetups (Gold Tier Only)

5:30pm - 9:00pm - Welcome Pool/Beach Dinner Party (Gold & Silver Tiers Only)

Friday, May 17, 2024

7:00am - Registration Opens

Pick up you badge and conference materials at the registration desk.

8:00am - Welcome

Kick off The TaxPro365 Expo with our Welcome. Gain invaluable insights into resources available for tax professionals as small business owners, including guidance on funding and support services. This segment is designed to empower participants with the knowledge and tools necessary to thrive in today's competitive landscape, ensuring a productive start to the expo

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8:00am - 5:00pm - Presentations (Click to Expand)

*Presented both in English and Spanish

[CE] CE Credit

  • [CE] Data Breaches: A Threat to Business Expansion and How to Counteract Them*

  • [CE] Leveraging Offer in Compromise for Business Growth*

  • [CE] Becoming an Enrolled Agent: Pathways, Perks, and Business Growth Potential*

  • [CE] Elevating Expertise: How Tax Professionals Can Use IRS Tools to Enhance Authority and Trust*

  • [CE] Essential Guidelines for PTIN-EFIN Relationships in Tax Teams*

  • [CE] Working with TAS Tips for Tax Pros*

  • [CE] Lecciones aprendidas sobre la sustitución del Formulario 1040-PR (Spanish Only)

  • The Ultimate Guide to FinCEN and BOI: Turning Compliance into Competitive Advantage*

  • Tax Season Debrief: Successes, Challenges, and Lessons Learned with Veteran Tax Preparers*

  • Empowering Your Identity: A Guide to Confident Self-Promotion and Presence*

  • Building Your Brand with Facebook Communities: Insights and Best Practice*

  • Year-Round Revenue: The CPA's ---Guide to Adding Bookkeeping to Your Tax Services*

  • Add a Stream of Income to your Business by Leveraging Real Estate*

  • Beyond Taxes: Integrating Startup Consulting into Your Practice for Growth and Diversification*

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8:00am - 5:00pm - Exhibits

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

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Saturday, May 18, 2024

9:00am - 10:45am - Power Breakfast (Gold Tier Only)

8:30am - 3:00pm - Networking Meetups (Gold Tier Only)

About the Networking Meetups (Click to Expand)

Thursday, 5/16 - 7:30am - 11:30am - Tee-Up for Success Golf Outing

Kick-start your morning with a Tee-Up for Success Golf Outing in the award-winning golf courses of the Wyndham Grand Rio Mar Puerto Rico Golf & Beach Resort. Whether you're swinging clubs for the first time or looking to sharpen your game, this event combines the spirit of competition with unparalleled networking opportunities. Hosted on a premier golf course, you'll enjoy a morning of strategic play, personal growth, and professional connections. It's more than just a game; it's an opportunity to forge lasting relationships in the beautiful backdrop of Puerto Rico. The outing concludes at the resort.

Thursday, 5/16 - 8:30am - 12:30pm - Mixology Class at Casa Bacardí Networking Meetup

Immerse yourself in the vibrant world of Caribbean flavors with a Mixology Class at Casa Bacardí. Beyond savoring a complimentary welcome cocktail, you'll dive into the history and secrets of the world-renowned Bacardí rum during a distillery tour. An expert mixologist will guide you through crafting iconic cocktails, offering a unique blend of learning and networking. It's a perfect mix of business development and pleasure, set in the picturesque Cataño. The tour concludes at the resort.

Saturday, 5/18 - 8:30am - 1:30pm - El Yunque Natural Waterslide and Rainforest Hike Networking Meetup

Join fellow tax professionals for an unparalleled networking event at the El Yunque Natural Waterslide and Rainforest Hike, starting from the Wyndham Grand Rio Mar, where the majestic El Yunque Rainforest serves as a dramatic backdrop right from your sleeping room. This half-day adventure includes a scenic hike to enchanting waterfalls and natural pools, where you can swim or cliff dive. Along the way, learn about the local flora and fauna from knowledgeable guides. The experience starts with a 25-minute hike to a waterfall, perfect for swimming, rope swinging, or diving from heights. Then continue for another 15 minutes to a spot with a natural rock slide and opportunities for cliff jumping into the river. This adventure requires good physical condition, as the hike is through natural, sometimes muddy terrain, offering a fun and authentic outdoor experience. Guided by locals passionate about showcasing the island's beauty, the excursion concludes at the resort.

Saturday, 5/18 - 9:00am - 10:45am - Power Breakfast

Join us for the Power Breakfast, a dynamic closing event of The TaxPro365 Expo. This gathering is an essential stop for tax professionals eager to continue networking and gain valuable insights from industry experts on business growth strategies. Set on the final day of our expo, it's a focused session designed to fuel both your morning and your business's future. Engage with peers and leaders over a nourishing breakfast, leaving the expo equipped with knowledge and connections to thrive in the year ahead.

Saturday, 5/18 - 11:00am - 3:00pm - El Viejo San Juan Walking Tour Networking Meetup

Conclude The TaxPro365 Expo on a high note with the El Viejo San Juan Walking Tour Networking Meetup. This finale event offers a unique blend of cultural immersion and networking in the historic heart of Puerto Rico. Wander through the cobblestone streets of El Viejo San Juan, engaging with fellow tax professionals against the backdrop of colorful buildings and centuries-old fortresses. It’s a perfect setting to solidify new relationships, exchange ideas, and reflect on the insights gained during the expo. Enjoy local cuisine, artisan shops, and the vibrant atmosphere of San Juan, making lasting memories and connections as we wrap up an eventful expo (food not included).

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Speakers & Topics

[CE] CE credit available

[CE] Data Breaches: A Threat to Business Expansion and How to Counteract Them

Maritza Rabinowitz


Maritza joined the IRS in 1988 as a Revenue Agent in the Examination Division in Manhattan, New York. Maritza worked for 21 years for the Stakeholder Liaison office, establishing relationships with small business groups, tax professional associations and community-based organizations to promote education and outreach programs in the community. 

Maritza recently joined the office of National Public Liaison. The office is responsible for building IRS stakeholder relationships that promote effective tax administration by creating opportunities for communication and addressing issues of mutual concern. Maritza has served for the past 16 years as a volunteer, managing a volunteer income tax assistance site for IRS VITA program.

[CE] Becoming an Enrolled Agent: Pathways, Perks, and Business Growth Potential


[CE] Leveraging Offer in Compromise for Business Growth

Jesús Abikarram, E.A.

Freedom Tax Resolution

Jesús Abikarram is a distinguished professional with a diverse background and extensive experience in the fields of tax resolution, leadership development, insurance brokerage, community service, entrepreneurship, and education. With a career spanning over three decades, Jesús has excelled in various professional domains and made a substantial impact on his community through his leadership

and service.

Currently, Jesús serves as a tax resolution strategist at Freedom Tax Resolution in Hallandale Beach, FL, a position he holds with fervor and enthusiasm. In this role, he utilizes his 31 years of experience in the tax industry to assist clients in navigating complex tax challenges and finding relief from IRS-related issues. He shields his clients from the intricacies of dealing with the IRS, offering them a path to financial stability and peace of mind.

Additionally, Jesús is a certified Coach, Trainer, and Speaker with the John Maxwell team, a position he has held since 2016. Through this affiliation, he has empowered countless

individuals and teams to reach their full potential in leadership, leveraging his expertise in coaching, public speaking, and leadership development.

In addition to his professional roles, Jesús Abikarram is the accomplished author of the successful book "Free Yourself from the IRS." This book has provided invaluable guidance and insights to individuals and businesses seeking to navigate the complexities of taxes and find

relief from IRS-related challenges.

Before his current roles, Jesús Abikarram spent nearly a decade as a General Manager and Franchisee in the tax industry, where he owned and operated five successful locations in South Florida. He specialized in preparing tax returns for individuals and small businesses, providing

year-round services and electronic filing options. His commitment to exceptional customer service, deep knowledge of tax law, and unwavering dedication to excellence culminated in his recognition as a high-performing franchisee and the 2015 Small Business Entrepreneur of the Year by the Hallandale Beach Chamber of Commerce. Jesús' influence extended beyond his

own franchise as he was entrusted with training over 40 business owners on operational systems and strategies.

Jesús Abikarram has played an integral role in his community as the president of the Hallandale

Beach City Chamber of Commerce from January 2017 to January 2018. In this leadership role, he was responsible for setting the strategic direction of the Chamber, ensuring compliance with its mission, and developing strategies for a successful and financially stable future.

In addition to his role in the Chamber of Commerce, Jesús has been an active member of Rotary International since July 2016, where he served as Assistant District Governor of District 6990 and President of the Hallandale Beach Aventura Rotary Club.

He graduated Magna cum laude with an Associate's Degree in Computer Science, demonstrating his dedication to academic excellence. He furthered his education with a Bachelor's degree in Security Management from John Jay College (CUNY).

In June 2023, Jesús Abikarram completed Cohort 15 of the Stanford University LBAN Scaling Program, highlighting his continued commitment to staying at the forefront of industry

knowledge and best practices.

As a testament to his entrepreneurial spirit, Jesús is a founding member of Negozee, showcasing his innovative approach to business and community engagement.

Additionally, he is the creator of the weekly program "Wake Up Call Friday" which has hosted over 150 episodes.

This program reflects his dedication to providing valuable insights, inspiration, and education to his audience, contributing to the betterment of his community.

Jesús Abikarram also serves as co-owner and director of education at Hispanic Tax Alliance, where he plays a key role in training and enhancing education within the organization. His commitment to providing educational resources and expertise reflects his dedication to promoting knowledge and skills among tax professionals, particularly in the Hispanic community.

With a career characterized by excellence in the tax industry, dedication to community service and leadership, and a commitment to lifelong learning, Jesús Abikarram continues to have a profound impact in the fields of tax resolution, leadership development, insurance brokerage,

and community service. His dedication to helping clients overcome financial challenges, empowering individuals through coaching, and contributing to the well-being of his community underscores his passion for service and his commitment to making a positive difference.

[CE] Working with TAS Tips for Tax Pros

David Linares


David began his career in the IRS on August 20, 2001, as a Seasonal Customer Service Representative.

On 2004 he moved to ACS as a Collection Representative and later became a Lead. In 2007 he moved to the Taxpayer Advocate Service as a Bilingual Case Advocate. After several details he was selected as manager in March 2022.

On January 29, 2023, David became the permanent Local Taxpayer Advocate for the Puerto Rico office.

He loves teaching, he is a certified instructor in the IRS. He is the subject matter expert in collection issues and business accounts.

[CE] How IRS Online Tools Can Speed Up Your Business Operations

Maritza González


Maritza González began her career with the IRS in 2007 as a Customer Service Representative in Wage & Investment Accounts Management. In 2009, she transitioned to a role as a Collection Representative in Automated Collection System (ACS) Puerto Rico.

Maritza undertook Classroom Instructor Training and subsequently provided continuous education classes to her peers, serving both as an instructor and lead instructor. Selected as a Lead in 2019, she continued to advance, joining the CADRE Management Program in 2020. She also served in a detail as a Public Affairs Specialist.

As the IRS expanded operations in Puerto Rico, Maritza applied to the ACS PR Operations 2 for Special Compliance Personnel, initially selected as a Front Line Manager (FLM) before being appointed Department Manager. Currently, she is the Manager of Department 4, overseeing operations.

[CE] Lecciones aprendidas sobre la sustitución del Formulario 1040-PR (Spanish Only)

Yanira Morales

Internal Revenue Service

Yanira Morales is Relationship Manager and Senior Tax Consultant at the Internal Revenue Service where she develops alliances to promote contributory and financial education and community service.

In addition, she encourages the establishment of VITA Centers to assist families on free federal tax return preparation with IRS certified volunteers.

Yanira Morales completed her master's degree at the University of New Orleans and the Magna Cum Laude baccalaureate in accounting at the University of Puerto Rico.

She is a certified IRS Instructor and for more than two decades, she has helped the Hispanic community through community partners.

[CE] Lecciones aprendidas sobre la sustitución del Formulario 1040-PR (Spanish Only)

Enrique Morales

Internal Revenue Service

Mr. Enrique Morales serves as a Relationship Manager and Tax Consultant under the division "Stakeholder Partnerships, Education & Communication (SPEC)".

Mr. Morales holds a Bachelor's Degree in Accounting from the Mayagüez University Campus and a Master's Degree in Health Sciences from the Central University of the Caribbean.

He worked for 16 years at a call center for the federal Internal Revenue Service where he developed as a Tax Law Specialist and Training Coordinator.In his free time, he serves as the Alternate Coordinator at the VITA San Patricio Center, which is part of the Río Piedras Chapter of the Puerto Rico CPA College.

He has been a tax preparer and certified instructor for the VITA volunteer program for the last 10 years.

[CE] Essential Guidelines for PTIN-EFIN Relationships in Tax Teams

Javier Rivera

nLync Company

Javier Rivera Computer Programming and Business Administration at the University of Puerto Rico and later pursued a Bachelor of Science in Business Administration at the University of Phoenix.

He worked for various companies, such as Doral Mortgage in Puerto Rico and Custom Engineering Solution in Atlanta, Georgia. He also worked as an IRS agent for over ten years, where he was assigned to different divisions, such as Special Services, Collections, and Identity Theft.


After seeing the needs and challenges that our taxpayers suffer, he decides to start his private tax preparation practice. Currently, Javier is the CMO of nLync Company the business developer for nLyc Company., a company dedicated to developing different platforms, including federal tax programs. His combination of computer knowledge and tax experience propels him to what he considers his passion: offering services and consulting to tax preparers and offices, as well as the president of Protax Software.

Year-Round Revenue: The CPA's Guide to Adding Bookkeeping to Your Tax Services

Gerardo Cedeño

nLync Puerto Rico

Gerardo Cedeño is a Certified Public Accountant with more than 20 years of experience in business applications development, accounting, payroll, and taxation. He graduated from the University of Puerto Rico, Rio Piedras Campus, with a Bachelors degree in Business Administration and a concentration in accounting.

Currently, Gerardo is CFO of nLync Puerto Rico as well as the Creative Director at Coquinteractive, Inc., where he

collaborates in the development of various applications including the tax program suite best known as Tributa Tax Tools as well as the cloud based accounting and payroll platform Accountberry "The sweet side of Accounting."

Access to Capital for Small Business Expansion

Orestes Hubbard, MBA

Minority Business Services

Institute for Economic Development at the University of Texas At San Antonio

Mr. Hubbard currently serves as the Senior Director, Minority Business Services, Institute for Economic Development at the University of Texas At San Antonio.

Previously, he worked as Director of the San Antonio MBDA Business Center since 2006, The Center has won multiple accolades under his leadership specially recognition from US Department of Commerce’s Minority Business Development Agency as the number one center in the Nation for performance outcomes for 2 years in a row.

His past professional experience includes working as Vice President of lending for 6 years in which He served minority and mid-market businesses by facilitating their access to capital, also helped foreign companies receive financing to acquire US products as well as developed an international mortgage program to lend money to American nationals to buy properties in select places in Mexico. Mr. Hubbard is a former Small Business Development Center Director in New Mexico and Business Development Specialist for the Southwest Texas Border Region SBDC in San Antonio, Texas.

Rita Castillo

The TaxPro365 Expo

Rita Castillo is the Founder and Director of The TaxPro365 Expo, an annual conference complemented by a dynamic online platform and private community. This multi-faceted platform serves as a marketplace and networking hub, offering tax professionals year-round access to resources, training, and opportunities to enhance their practices.

With over twenty-five years of experience, Rita's expertise spans cross-sector initiatives in business development, digital marketing, and event management.

She spearheaded Coneventus, through which served as a Conference Manager for the IRS Nationwide Tax Forums for over ten years, coordinating annual events that attracted between eleven thousand and fifteen thousand professionals. This role was instrumental in fostering relationships with major stakeholders in the tax industry such as software providers, financial institutions, and the IRS.

Additionally, under her leadership at Coneventus, she managed significant projects including the NASA Mentor-Protege Conference.

Fluent in Spanish and English, Rita's bilingual capabilities enhance her ability to engage with a broad clientele.

Her educational background includes a Bachelor's in Business Administration with a marketing concentration from Pontificia Universidad Católica Madre y Maestra in the Dominican Republic and studies in Special Event Management at George Washington University in Washington, DC.

The Ultimate Guide to FinCEN and BOI: Turning Compliance into Competitive Advantage

Marie Kelley



Marie Kelley, a dedicated Certified Public Accountant based in Texas, brings a wealth of expertise and a passion for excellence to the world of accounting and tax services. Born Yvonne Marie Kelley in Miami, FL, to Cuban refugees, Marie's journey is one of resilience, determination, and unwavering commitment to her craft.

Her academic prowess was evident from a young age, culminating in the attainment of her bachelor's degree in accounting at the remarkable age of 19 from Tennessee Temple University. With a solid educational foundation, Marie embarked on her professional journey, driven by a desire to make a difference in the world of finance.

Marie's career trajectory took her through various roles in the industry, providing her with invaluable experience and insights into the intricacies of financial management. However, it was her entrepreneurial spirit and a burning desire to serve her community that propelled her to take the leap and establish her own accounting and tax firm at the age of 32.

Today, Marie Kelley, CPA, is the CFO of CorpBOI a joint venture with nLync Company, LLC. and stands as a beacon of integrity, reliability, and expertise in the field of accounting. Her firm serves a diverse clientele with dedication, offering tailored solutions to meet their unique needs and goals. With a deep understanding of the challenges faced by businesses and individuals alike, Marie is committed to providing personalized, attentive service that goes above and beyond expectations.

Outside of her professional pursuits, Marie is a devoted advocate for her Cuban heritage and a proud supporter of various community initiatives. Her journey from humble beginnings to esteemed CPA serves as an inspiration to all who aspire to turn dreams into reality through hard work, perseverance, and a steadfast commitment to excellence.

Add a Stream of Income to your Business by Leveraging Real Estate

Ilonka de Cestti, MBA

The Keyes Company


Ilonka de Cestti is recognized internationally as an expert in the real estate sector, sought after as a speaker and author and for her decades-long industry perspective. She focuses her practice in South Florida, where, as a key advisor in The Keyes Company based in Coral Gables, she is respected as a leading representative of buyers and sellers of distinctive, high-end properties. 

Ilonka’s expertise is significant to The Keyes Company in utilizing her skills in digital marketing to target Latin America clients.Having grown up learning from her real estate developer father, Ilonka started her career in corporate banking before shifting professional course.

Her credentials include serving as president of the Dominican Republic Real Estate Association (AEI) and as four-term president of the Dominican Republic Chapter for FIABCI (International Federation of Real Estate Professionals), and lecturer in countries such as Mexico, Costa Rica, Spain, England, Russia, The Netherlands, Germany, Portugal, France, Italy, and Belgium as well as in the NAR Conference (National Association of Realtors). 

As a real estate mentor, Ilonka has trained more than 4000 people. With a 24/7 mentality and dedication to devising a tailored approach for each individual client, Ilonka combines her hard-earned, demonstrated industry knowledge and strategic savvy with a determination to deliver meaningful results.

She has been an advisor on portfolios totaling more than $200 million in sales and has worked in development and on projects related to real estate-driven tourism. She earned a Magna Cum Laude degree in Economics from the Technological Institute of Santo Domingo and holds a Master’s Degree in International Business with a concentration in Finance from George Mason University. Ilonka has additionally completed coursework at Oxford University and has studied credit analysis, sponsored by Boston University.

She is multilingual with proficiency in English, Spanish, Italian, and French.

Building Your Brand with Facebook Communities: Insights and Best Practices

D.D. Boutte

The LTD Group Virtual Tax & Business Services

D.D. Boutte, both a dedicated tax professional and managing partner of The LTD Group Virtual Tax & Business Services and the proud founder of a web hosting service tailored specifically for businesses named KizzieKoala.. With years of experience in the retail and customer service  sector, I have developed a deep understanding of the complex world of taxes and how they impact businesses of all sizes.

Recognizing the challenges and opportunities that come with the digital era, I ventured into the web hosting industry to provide secure, reliable, and business-oriented online solutions.

Our mission is clear: to empower businesses by simplifying their tax obligations and enhancing their online presence. We achieve this by offering comprehensive tax advice and services alongside cutting-edge web hosting solutions, designed to meet the unique needs of each business we serve. From start-ups to established enterprises, we are committed to fostering growth, optimizing operations, and ensuring compliance with all tax regulations.

Beyond Taxes: Integrating Startup Consulting into Your Practice for Growth and Diversification

Gabriela Morales, MBA

Potesta Business Consulting


Gabriela carries over 25 years of professional experience in

international business both in the private and public sector. Prior to founding Potesta Business Consulting, Gabriela acted as the President & CEO of the Laredo Chamber of Commerce where she brought new and innovative

programs that benefited los dos Laredos, particularly those business that have been historically at a disadvantage. Gabriela moved back to South Texas after having worked over a decade at the highest levels of the U.S. Department of Commerce, in Washington, DC, where she created a program that would provide access to exports to U.S. minority businesses. In this work, Gabriela established MBDA Export Centers across the nation focusing trade activity with: Africa, Asia, Latin America, and the Caribbean.

In 2020, she was awarded the U.S. Department of Commerce Gold Medal, the highest form of honorary recognition Commerce grants for distinguished contributions to the U.S. economy. Prior to joining the U.S. Department of Commerce, Gabriela worked for the City

of Laredo, Tx. In this position, she led the foreign direct investment and multilateral relationships through a U.S. – Mexico trade forum. Earlier as a career foundation in international business, Gabriela exemplified successes in the private sector at Border Transfer Services, in Laredo, TX, where she excelled at managing imports- exports, overcoming trade barriers with Mexico, and complying with North American Free Trade Agreement (NAFTA) requirements.

She holds two Global Executive master’s in business administration. One was delivered by Georgetown’s School of Foreign Service, and the McDonough School of Business in Washington, DC. The second MBA delivered by ESADE Business School in Barcelona, Spain.

The global curriculum of these programs provided intensive business consultancy and in-country experiences in Spain, Argentina, Brazil, India, China, and the U.S. In her undergraduate program, she studied abroad at the Georgetown campus in Doha, Qatar and focused on Global

Political Economies. Gabriela is Lifelong Lerner (LLL) at Georgetown University, enjoys skiing in the Rocky Mountains, traveling, and is a certified scuba diver. She currently lives in Laredo, TX.

Empowering Your Identity: A Guide to Confident Self-Promotion and Presence

Bela Castillo


Bela is a Digital Marketing Professional with over two decades of experience in sales and marketing, currently serving as the Marketing Execution Lead in the Americas for Siemens. 

Bela has honed her skills in crafting marketing strategies that deliver tangible results. Her key areas of expertise include marketing execution, strategy and planning, social media marketing, content creation, international relationships, and sales and marketing alignment.

Before joining Siemens, Bela held sales and marketing roles at manufacturing and hospitality companies. Most recently, she was in charge of the digital marketing strategy for Sandenvendo Americas, a food and beverage equipment manufacturing company. In this role, she was responsible for brand awareness, lead generation, marketing data strategies, and implementation of content marketing strategies.Beyond her professional achievements, Bela is deeply committed to fostering diversity and inclusion.

Leading the charge as the Chapter Lead for the Women's Impact Network ERG, she champions initiatives that empower women in technology and leadership roles, driving meaningful change within her organization and beyond.

In her role as a professional development coach, Bela works closely with women seeking to enhance their visibility and confidence in professional settings. Through tailored guidance and support, she helps them unlock their full potential and thrive in their careers.

Maritza Torres

EPS Financial

Maritza started her career with EPS in 2015 as a bilingual Client Representative with the Call Center. During this time, she was entrusted with Team Lead duties and assisted with management responsibilities. She was then promoted to Bilingual Account Manager with the Sales Team and leads our Spanish Initiative Team.Maritza is well-versed in our ERO programs and will use her expertise to guide you to the payment solution that is right for you!

In her role as a professional development coach, Bela works closely with women seeking to enhance their visibility and confidence in professional settings. Through tailored guidance and support, she helps them unlock their full potential and thrive in their careers.

Wilson Boye

EPS Financial

Wilson Boye began his journey at EPS Financial in 2012 as a bilingual Customer Service Representative. He swiftly rose through the ranks, excelling in Risk Management and later contributing to the development and success of the e-Pay merchant services program. 

Wilson's stellar performance has earned him multiple internal awards, including Outstanding Customer Service and Exemplary Sales. Now, as a director, he leads the merchant services program for the Pathward Tax Division, driving innovation and success.

Armando Lopez

Refund Advantage

Armando Lopez is a Business Development Specialist with Refund Advantage, who for the past four years, has been helping independent tax offices grow their businesses. He started in the industry working for a tax software provider that caters to independent tax offices.

There, he cultivated his expertise in developing long-lasting relationships with customers ranging from the single-office ERO to multi-level Service Bureaus. 

Based out of Orlando, FL, Armando is committed to delivering exceptional customer service and is willing to go the extra mile to help customers succeed. He is fluent in English and Spanish and is dedicated to being a useful resource for the Hispanic tax community. 

Whether you’re new to bank products and need guidance on getting started, or are seasoned and looking for a better solution, Armando is here to help get you where you want to go.

Ricardo Figueroa


Ricardo's journey in the tax industry is a true testament to the power of hard work and dedication. Over 14 years, he has been promoted and gained valuable experience in bilingual customer support, operations, and business development.

Today, as the Director of Business Development Tax Operations, he is equipped with the tools and knowledge to help your office reach new heights of success. Ricardo's story shows us that with perseverance and a commitment to excellence, anything is possible.

Planning Is Bringing The Future Into The Present.

A conference specifically designed for tax professionals to present all resources available for small businesses, like yours, is long overdue.

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