Ever struggled with data collection from clients as a tax preparer? We’ve published a comprehensive guide to resource you with questions to ask clients so that you are prepared to build rapport and submit returns with accuracy.…
Want to streamline your process for submitting tax returns? Check out our latest blog post, fit with two checklists for Tax Preparers detailing required return documentation so you have one less thing to track. At Drake Software, we’re here to simplify your daily tasks and equip you for success.…
Every day is a school day in the field of tax preparation, which means there are countless opportunities that warrant ongoing learning and training. From formal education and job opportunities to software providers like Drake Tax, accessing training for tax preparers doesn’t have to be complicated. Read our latest post to determine your next steps for learning.…
Practicing tax returns can be one of the most profitable and worthwhile exercises you can partake in as a tax professional. With benefits like refining your skills, increasing your marketability, and ensuring compliance with updated laws, learn more about how the value of practice tax returns from our latest blog post.…
As a tax professional, you are likely familiar with how learning and development are ingrained, necessary functions of your role. Additionally, no matter if you serve clients within a firm or as a freelance tax preparer, you may wish for a sense of professional community that can support you in times of complexity or challenge. One prominent answer to these charges in tax preparation is finding tax professional groups specifically designed for your needs.…
Read more about Why You Need Tax Professional Groups for Growth
In your role as a tax preparer, you want to maintain current and accurate certifications, not only for compliance of your career with governmental regulations but also to preserve your professional standing as a service provider to your clients.…
Drake Software understands how crucial your technology can be for the functionality and success of your business. We’ve compiled a comprehensive guide to ensure you can make an informed decision when purchasing a laptop as a tax professional.…
When it comes to billing your clients as a tax preparer, it can be difficult to strike a balance between estimating the value of your services and maintaining client loyalty. Billing does not have to be brutal with our latest recommendations on how much to charge for your services as a tax professional.…
Read more about How Much to Charge for Your Services as a Tax Preparer
![How Did Your 2023 Filing Season Go? [Infographic]](/media/3148/how-did-your-filing-season-go-blog-image.png?anchor=center&mode=crop&width=1024&height=576&rnd=133311261750000000)
Every filing season has unique challenges that attorneys, CPAs, EAs, and other preparers have to overcome when helping clients file their tax returns. To learn what tax professionals think about their experiences, Drake Software sends out its annual “How Did Your Filing Season Go?” survey.…
Read more about How Did Your 2023 Filing Season Go? [Infographic]
Weeks of record flooding and mountain snows brought on by an “atmospheric river" in California resulted in a federal disaster declaration from the Federal Emergency Management Agency (FEMA). While disaster victims received tax relief from filing and payment deadlines, some were confused after receiving notices from the Internal Revenue Service.…
Read more about Calif. Disaster Victims Report Confusion Following IRS Notice
