Latino Tax Pro

What Latino Tax Pro does

Latino Tax Pro is a privately held bilingual (English/Spanish) tax education company founded in 2007 and headquartered in Salinas, California. The company delivers IRS-, CTEC-, and NASBA-approved qualifying education and continuing education to tax professionals across the United States, with a particular focus on the Latino/multicultural market. Its core curriculum spans the full career lifecycle: introductory Tax Preparation courses (Form 1040), CTEC 60-Hour Qualifying Education for California Registered Tax Preparers, AFSP/AFTR for IRS Annual Filing Season Program completion, a Continuing Education Bundle (28 hours covering Tax Law, Updates, and Ethics), and advanced Corporations & Partnerships training covering Forms 1120, 1120S, and 1065. All courses are delivered in English, Spanish, or Bilingual formats.

The company's technology backbone is Prendo365, a proprietary learning management system accessible 24/7 that hosts interactive e-books and online training modules. Content is also delivered via live webinars and in-person sessions at the Salinas headquarters. The product portfolio is monetized through multiple streams: one-time course licenses ranging from $125.73 (AFTR) to $878 (Corporations & Partnerships), four-tier annual VIP Memberships ($221.76–$2,301.96) bundling Ask a Tax Pro support, ProTaxPro software, free CE courses, and discounts, and a Co-branded Website white-label platform (Starter/Growth/Premium tiers with $1,317–$3,544 annual fees) that lets partners resell LTP courses under their own brand. The Instructor Program (Federal Tax Instructor Program at $689.62) enables tax professionals to start their own tax schools using LTP curriculum. Distribution combines self-serve e-commerce, a bilingual call center (866-936-2587), a 522+ instructor network, the annual Latino Tax Fest (2,500+ attendees), and partnerships with Drake Software, Gleim, ADP, Xero, Refund Advantage, CrossLink, MyTAXPrepOffice, and EPS. The company is founder-led by Carlos C. Lopez, EA, MDE, with ~50 employees operating from six offices and no external institutional funding.

Name

Latino Tax Pro

Legal name

Latino Tax Pro

Website

https://latinotaxpro.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Latino Tax Pro is a privately held, Salinas-based bilingual (English/Spanish) tax education platform serving U.S. tax professionals with IRS-, CTEC-, and NASBA-approved qualifying and continuing education courses delivered via the proprietary Prendo365 LMS, live webinars, and in-person training.

Ownership category

akta.pro rank

Product category

Tax Professional Education and Training

NAICS

Educational Services (611), Exam Preparation and Tutoring (611691), Educational Support Services (61171)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

akta.pro secondary industries

Taxation (Corporate, Indirect, International) (EDABAJAD), Taxes & Filing Basics (Withholding, Deductions, Credits) (EDAAAJAG), Accounting, Bookkeeping & Tax Basics (EDAMAHAF)

Keywords

• Tax professional education
• Continuing education courses
• Bilingual tax training
• Enrolled agent preparation
• Tax school licensing

Headquarters

HQ city

Salinas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Tax Preparation Courses: Self-study courses for beginners and advanced tax professionals. Includes Tax Preparation Course ($345.06), CTEC 60-Hour Course, AFSP courses, and specialty courses. Offered in English, Spanish, and Bilingual formats.
2. Continuing Education Bundles: Bundled CE courses for Enrolled Agents and tax professionals. 28 hours total (23 Tax Law + 3 Updates + 2 Ethics) for $157.16. Individual short courses also available.
3. VIP Memberships: Four-tier membership program (Bronze $221.76, Silver $398.42, Gold $1,450.75, Platinum $2,301.96) offering Ask a Tax Pro access, ProTaxPro software, free CE courses, 10% discounts, and VIP events.
4. Co-branded Website Program: White-label platform licensing with three tiers: Starter ($1,647.26 setup + $1,317.81/year), Growth ($3,294.51 + $2,635.61/year), Premium ($4,430.48 + $3,544.38/year). LTP handles backend, certificates, and CE reporting.
5. Instructor/Tax School Program: Federal Tax Instructor Program ($689.62), California Tax Instructor Program, and Bilingual variants. Enables tax professionals to start their own tax schools.
6. Live Events and Webinars: Live webinars for CTEC 60-hour courses, AFSP programs, Tax Updates ($229.08 per session), and Corporation & Partnerships courses ($878 for 3-day course). In-person events at HQ in Salinas, CA.
7. Merchandise: Branded merchandise including shirts ($26.25-$42), hats ($27.08), mugs, mouse pads, phone cases, hoodies ($47.87-$60.78), and laptop sleeves sold through online store.

Pricing tiers

Go-to-market motion5 records

Distribution channels7 records

Marketing channels9 records

Core offering

Latino Tax Pro provides IRS-, CTEC-, and NASBA-approved tax education and continuing education to tax professionals through online self-study courses, live webinars, and in-person training delivered via its proprietary Prendo365 Learning Management System. The curriculum spans beginner Form 1040 preparation, California CTEC qualifying education, the Annual Filing Season Program (AFSP), the Annual Federal Tax Refresher (AFTR), advanced Corporations & Partnerships training, an instructor program enabling tax professionals to launch their own tax schools, and a multi-tiered VIP membership that bundles courses with the Ask a Tax Pro support service. All courses are offered in English, Spanish, and bilingual formats to serve the multicultural Latino tax professional market.

Product overview

Latino Tax Pro is a bilingual (English/Spanish) tax education platform offering online self-study courses, live webinars, and in-person training. The core offering is a portfolio of IRS-, CTEC-, and NASBA-approved continuing education and qualifying education courses for tax professionals, accessible via the Prendo365 learning management system. The product lineup centers on Tax Preparation Courses (Form 1040), CTEC 60-Hour Qualifying Education (California), Annual Filing Season Program (AFSP), and Annual Federal Tax Refresher (AFTR), supplemented by a Continuing Education Bundle and individual short CE courses covering ethics, deductions, schedules, and tax law topics. Advanced offerings include the Corporations & Partnerships (Corp Class) course and an Instructor Program enabling tax pros to start their own schools. Premium programs include VIP Membership (Bronze through Platinum tiers) providing Ask a Tax Pro support, bundled software, and discounts; a Co-Branded Website platform for white-label partners; and a Gleim-powered Enrolled Agent exam preparation track. The company also hosts the annual Latino Tax Fest event and publishes professional development content under the Business Growth/Secret to Success initiative.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Course

Quantifiable outcome

• 455+ VIP Members enrolled in membership programs
• +5 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Drake SoftwarecoreGTM or Marketing PartnerPreferred tax software provider. Drake Software is a private company founded in 1977 providing software solutions to over 70,000 tax and accounting firms filing more than 40 million tax returns annually. Known for award-winning customer service.
• ADPminorGTM or Marketing PartnerPayroll and HR services partner. ADP offers exclusive member benefits for Latino Tax Pro members through their flexible partner program, helping create new revenue streams for tax professionals.
• Refund AdvantageminorGTM or Marketing PartnerBanking/refund product partner. Management team has long history in tax refund product industry since 1989, having started refund banking programs for two other national providers.
• CrossLink (CrossLink Tax)minorGTM or Marketing PartnerService Bureau and Multi-Office Solutions partner. Provides industry-leading software, flexible pricing, and full suite of tools for tax professionals to build and scale tax preparation networks.
• EPS (EPS Financial)minorGTM or Marketing PartnerPayment processing partner. Offers lowest cost tax refund transfer in the industry, no cost tax refund transfer option, tax preparer rebates up to $25 per refund transfer.
• Maryland Society of Accounting and Tax Professionals (MSATP)minorGTM or Marketing PartnerMaryland state education partner. Membership organization serving accounting and tax preparation businesses with unique membership levels for solo, small and mid-size firms.
• GleimcoreStrategic or Co-development PartnerPartnership for Enrolled Agent (EA) exam preparation and Financial and Managerial Accounting Associate (FMAA) certification. Gleim provides Premium EA Review System with SmartAdapt technology. LTP members receive 30% discount on Gleim EA courses and 10% on FMAA.

Scale indicators7 records

Recent moves2 records

Expansion highlights6 records

Direct peers

• Gleim: Gleim is a leading provider of CPA, EA, and CIA exam review and continuing education. Already a partner of LTP for EA exam prep, Gleim directly competes on the CE/professional certification side of LTP's catalog.
• Becker Professional Education: Becker is a major provider of CPA, CMA, and tax professional review courses and continuing education. It competes with LTP across regulated CE and certification prep categories.
• Surgent CPA Review: Surgent offers CPA, EA, and tax CE courses with adaptive learning technology. It is a direct competitor in the IRS-approved CE and tax professional certification space.
• Fast Forward Academy: Fast Forward Academy is a tax-focused CE provider for EAs, CPAs, and CTEC tax preparers. It directly overlaps with LTP's AFSP, AFTR, and CE bundle offerings.
• Universal Accounting (UniversalClass): Universal Accounting provides professional training for tax preparers, bookkeepers, and accountants. It overlaps with LTP's bookkeeping and tax preparation courses targeting new entrants to the profession.

Broad incumbents

• Drake Software: Drake is a leading tax preparation software provider serving 70,000+ firms. As an LTP preferred partner, Drake is adjacent infrastructure rather than a direct education competitor, but it dominates the same practitioner customer base.
• Intuit ProConnect (Lacerte / ProSeries / Intuit Tax Pro Center): Intuit's tax professional suite offers software plus training resources for tax preparers. As a broad incumbent serving the same end customer, it competes loosely with LTP via bundled CE and productized education offerings.
• H&R Block Tax Training (The Tax Institute): H&R Block operates tax professional training programs and a large retail tax network. It is an incumbent with overlapping scope but a fundamentally different delivery model than LTP's CE platform.

Emerging players

• Liberty Tax Service: Liberty Tax offers tax preparation courses and franchisee training through Liberty Tax University. It is a niche but established competitor in tax preparer education, particularly for new entrants seeking to open practices.
• TaxMama (Eva Rosenberg): TaxMama is an independent tax education brand offering CE courses and exam prep. It competes at the niche end of the same market LTP serves, with a smaller-scale but specialized curriculum.

Market position

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/LatinoTaxPro
• YouTubeyoutube.com/channel/UCnDhJDmQdlXFjw1pxVp8JAg
• Facebookfacebook.com/latinotaxpro
• Instagraminstagram.com/latinotaxpro
• LinkedInlinkedin.com/company/latino-tax-professionals-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Latino Tax Pro