Obsessed With Your Success.
The Premier Experience for Tax Professionals Ready to Build More Than a Seasonal Business
September 25–26, 2026 | Orlando, Fl / Caribe Royale
You did not get into this industry just to prepare returns.
You got here to create income, freedom, confidence, impact, and a business that can support the life you want for yourself and your family.
At Tax Pro Summit 2026, we are bringing together tax professionals, industry leaders, business owners, and forward-thinking experts for two powerful days built around one mission:
This is not just another tax conference.
It is an experience designed to help you sharpen your skills, increase your revenue, attract better clients, build stronger systems, lead with confidence, and create a tax business that performs at a higher level.
Your next level is not going to happen by accident.
It will happen because you made the decision to learn, execute, and surround yourself with people who expect more from you.
You Deserve a Business That Works for You
The tax industry is changing.
Clients expect more. Technology is moving faster. Competition is increasing. Compliance requirements continue to evolve. And the tax professionals who will win are the ones willing to grow beyond simply preparing tax returns.
You may be asking yourself:
Tax Pro Summit was created for those questions.
Because success should not feel confusing, lonely, or out of reach.
What You Will Gain at Tax Pro Summit
For two transformational days, you will learn the strategies, systems, mindset, and business principles needed to elevate your tax practice.
Build Your Tax Knowledge
Stay ahead of the industry with practical education designed to help you serve clients with more confidence, accuracy, and value.
Learn how to expand beyond basic tax preparation and position yourself as a trusted tax professional.
Attract More Clients
Learn how to market your services, build a recognizable brand, create content that connects, and develop a lead-generation strategy that brings in the right clients.
Because more visibility creates more opportunity.
Increase Your Revenue
Discover ways to increase your income through better pricing, stronger client relationships, additional services, tax planning, business returns, bank products, and smarter business decisions.
Your income should reflect the value you bring.
Build Better Systems
A growing business needs structure.
Learn how to organize your workflow, improve your client experience, manage your time, create repeatable processes, and build a business that does not depend on you doing everything alone.
Lead With Confidence
Your clients, team, family, and future business all need you at your best.
Develop the confidence, discipline, leadership, and decision-making skills needed to take ownership of your success.
Create a Business Built to Last
Tax season can be profitable. But your vision should be bigger than one season.
Learn how to build a year-round business with recurring revenue, stronger client retention, expanded services, and a clear plan for long-term growth.
Success in the Tax Industry Comes Down to 5 Key Areas
What You Will Gain at Tax Pro Summit
For two transformational days, you will learn the strategies, systems, mindset, and business principles needed to elevate your tax practice.
Build Your Tax Knowledge
Stay ahead of the industry with practical education designed to help you serve clients with more confidence, accuracy, and value.
Learn how to expand beyond basic tax preparation and position yourself as a trusted tax professional.
Attract More Clients
Learn how to market your services, build a recognizable brand, create content that connects, and develop a lead-generation strategy that brings in the right clients.
Because more visibility creates more opportunity.
Increase Your Revenue
Discover ways to increase your income through better pricing, stronger client relationships, additional services, tax planning, business returns, bank products, and smarter business decisions.
Your income should reflect the value you bring.
Build Better Systems
A growing business needs structure.
Learn how to organize your workflow, improve your client experience, manage your time, create repeatable processes, and build a business that does not depend on you doing everything alone.
Lead With Confidence
Your clients, team, family, and future business all need you at your best.
Develop the confidence, discipline, leadership, and decision-making skills needed to take ownership of your success.
Create a Business Built to Last
Tax season can be profitable. But your vision should be bigger than one season.
Learn how to build a year-round business with recurring revenue, stronger client retention, expanded services, and a clear plan for long-term growth.
Success in the Tax Industry Comes Down to 5 Key Areas
EDUCATION
Know More. Serve Better.The more you understand, the more valuable you become. Build the knowledge and confidence to handle more complex returns, communicate clearly with clients, identify opportunities, and grow into the tax professional your market needs.
MARKETING
Be Seen by the Right People.The best tax professional in town cannot grow if nobody knows they exist. Learn how to build visibility, create demand, establish trust, and turn attention into appointments.
SALES & CLIENT EXPERIENCE
Turn Conversations Into Clients.Success is not just about getting leads. It is about knowing how to convert them. Learn how to communicate your value, present your services confidently, improve follow-up, and create an experience that keeps clients coming back year after year.
LEADERSHIP & MINDSET
Become the Person Your Next Level Requires.Your business will only grow as much as you do. Learn how to think bigger, act decisively, stay disciplined, lead confidently, and take responsibility for the results you want.
SYSTEMS & OPERATIONS
Grow Without the Chaos.A busy business is not always a successful business. Create better systems, workflows, processes, and accountability so your business can grow with more organization, consistency, and less stress.
This Experience Is for You If You Are Ready To…
- Start or grow your tax business
- Build a stronger and more profitable tax season
- Serve more clients with confidence
- Learn how to market yourself and generate more leads
- Add tax planning and higher-value services
- Improve your client experience and retention
- Build systems that make your business easier to manage
- Increase your income and create more freedom
- Connect with other ambitious tax professionals
- Stop playing small and start taking your business seriously
Whether you are preparing your first return or leading an established practice, this summit is designed to help you move forward.
More Than Information. A Real Opportunity to Transform.
Tax Pro Summit is where education meets execution.
You will not just leave motivated.
You will leave with ideas to implement, relationships to build, skills to improve, and a clearer vision for what your tax business can become.
You will hear from leaders who understand the industry, professionals who have built real businesses, and experts committed to helping you become more capable, more confident, and more successful.
Because when you win, your family wins.
Your clients win.
Your community wins.
And the tax industry becomes stronger.
We Are Obsessed With Your Success.
We believe tax professionals deserve more than basic training.
You deserve access to knowledge, tools, mentorship, support, community, and opportunities that help you build a real future.
That is why Tax Pro Summit exists.
Not to give you another event to attend.
But to give you a room, a roadmap, and a renewed belief in what is possible for you.
Your success matters.
Your growth matters.
Your future matters.
And we are obsessed with helping you get there.
Your Next Level Is Waiting
The tax professionals who make the biggest impact are not always the ones who started with the most experience, money, or connections.
They are the ones who made a decision.
A decision to learn.
A decision to grow.
A decision to execute.
A decision to stop settling.
A decision to become the person and business owner their future requires.
Make that decision today.
2026 TAX PRO SUMMIT
RAVING REVIEWS FROM LAST YEAR'S TAX PROS!
IS TAX PRO SUMMIT RIGHT FOR YOU?
Tax Pro Summit is for you if...
You're ready to start your own tax business but don't know where to begin.
You've been preparing taxes, but your income has stayed the same for the last year or more.
You're tired of relying on tax season as your only source of income.
You want more clients, more confidence, and a business that grows year after year.
You're looking for a proven system—not more YouTube videos or outdated advice.
Check-out THIS
year's agenda
One-Page Agenda
Obsessed With Your Success
From Tax Preparer to Tax Business Owner
Build the Business Behind the Tax Return
Event Time: 8:45 AM – 5:00 PM
Format: Carlos Rosario as MC / Lead Presenter, with featured speaker interviews, expert teaching segments, and sponsor solution spotlights.
Breaks: One morning break, lunch, and one afternoon break. No lunch presentations due to combined English/Spanish lunch setting.
Time
Segment
Lead / Format
8:30 – 8:45 AM
OPENING: Obsessed With Your Success The tax professional’s shift from preparing returns to building a real tax business.
Carlos Rosario
8:45 – 9:00AM
CORDIA: The 10X Operating Standard Clarity, Optimize, Results-Driven, Decisive, Intentional, Accountability — the standard behind sustainable success
Carlos Rosario
9:00 – 09:45 AM
AI and Due Diligence: Protecting Your Clients, Your Practice & Your Reputation
Learn how to confidently and ethically use AI in your tax practice while meeting your professional due diligence obligations.
Jennifer Colon
Director of Education
09:45 - 10:05AM
Sponsor Solution Spotlight: Bank Products & Client Payment Experience
How bank products support conversion, collections, and tax-season revenue.
EPS / Pathward
10:05 – 10:25 AM
Morning BrEAK
10:25 – 11:05 AM
OBBBA in Action: Mastering the 2026
Tax Law Changes
One year after the OBBBA became law, it's time to put the changes into practice. Discover the latest developments surrounding the OBBBA and other important 2026 tax law changes.
Jennifer Colon
Director of Education
11:05 – 11:40 AM
The 4M Model
Model → Mimic → Master → Multiply.
How tax pros duplicate what works and scale results.
Carlos Rosario
11:40 AM – 12:00 PM
Sponsor Solution Spotlight: Systemizing the Client Journey
Intake, engagement letters, payments, documents, and workflow automation.
PORTL
12:00 – 12:30 PM
The Three Currencies: Knowledge. Time. Money. Why success requires tax professionals to understand how to exchange knowledge, time, and money to grow.
Julio VelÁzquez
CSO & Certified John Maxwell Coach
12:30 –
1:30 PM
Lunch — No Presentations
Shared lunchroom for English and Spanish attendees.
1:30 –
2:05 PM
Break Through: The Fear That Keeps Tax Pros Small
Discover how to overcome fear, build confidence, and take bold action so you can stop holding yourself back and start building the tax business you deserve.
Eddia Rosario
Tax Business Mentor
2:05 – 2:40 PM
Tax Business Cycle + Client Engagement Model Idea → Attention → Capture → Sales Cycle → Scale.
Carlos Rosario
2:40 – 3:00 PM
Sponsor Solution Spotlight: Expanding Client Value Through Financial Services
How tax pros can identify deeper client opportunities beyond the return.
Masterpiece Group
3:00 – 3:15 PM
Afternoon Break
3:15 – 3:50 PM
Marketing That Creates Attention, Flow & Qualified Leads
How tax pros attract the right prospects and turn visibility into appointments.
Elizabeth Dowell
Director of Marketing
3:50 – 4:10 PM
Flow, Conversion, Retention + Breakpoints Identifying where growth is stuck and what must change to reach the next level.
Carlos Rosario
4:10 – 4:30 PM
Sponsor Solution Spotlight: Payroll as Year-Round Revenue
Using payroll to deepen business client relationships and improve retention.
ADP / Sami Gallegos
4:30 – 4:45 PM
The 7 Promotes Clarifying what you do, why you do it, who you serve, and how you create value.
Carlos Rosario
4:45 – 5:00 PM
90-Day Execution Plan + Final Commitment
The action plan to model, mimic, master, and multiply after the summit.
5:00 - 5:30PM
AWARDS AND RECOGNITION CEREMONY, MENTOR ROUND TABLE
ABOUT THE VENUE
CARIBE ROYALE RESORT
8101 World Center Dr, Orlando, FL
GENERAL ADMISSION
$499
$399
Full access to keynote speeches and general sessions
Networking mixer entry
Digital summit workbook
Swag bag with branded merchandise
One Vacation Raffle Ticket
VIP seating
Premium swag bag
Express Check-in – Skip the lines with priority registration.
Exclusive Pre Summit CEO Sponsor Dinner
One-on-one coaching session with the CEO
Access to a post-summit virtual mastermind session
VIP INSIDER
$699
$599
Full access to keynote speeches and general sessions
Networking mixer entry
Digital summit workbook
Swag bag with branded merchandise
Two Vacation Raffle Tickets
VIP seating
Premium swag bag
Exclusive Pre Summit CEO Sponsor Dinner
Express Check-in – Skip the lines with priority registration.
One-on-one coaching session with the CEO
Access to a post-summit virtual mastermind session
10X EXPERIENCE
$1099
$999
Full access to keynote speeches and general sessions
Networking mixer entry
Digital summit workbook
Swag bag with branded merchandise
Five Vacation Raffle Tickets
VIP seating
Premium swag bag
Express Check-in – Skip the lines with priority registration.
Exclusive Pre Summit CEO Sponsor Dinner
One-on-one coaching session with the CEO
Access to a post-summit virtual mastermind session
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TaxProSummit Experience
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Tax Pro Summit provides educational content, networking opportunities, and business-development resources. Individual results vary and depend on many factors, including effort, experience, market conditions, implementation, and personal decision-making. No income, client-growth, or business results are guaranteed.