In the fast-paced world of tax preparation, providing exceptional service goes beyond just filling out forms and crunching numbers. It's about creating a seamless experience for clients from start to finish, including how they pay for your services. In today's digital age, offering multiple payment options can make a significant difference in client satisfaction and business success. Click here for the full piece.…

Read more about Benefits of Offering Multiple Payment Options as a Tax Preparer

Tax season is in full swing, and with it comes a surge in scams targeting tax professionals. The Internal Revenue Service (IRS) and Security Summit partners have issued a warning for tax preparers about a new email scam. Read more to ensure your firm is prepared for these situations.…

Read more about IRS Warns Tax Preparers of EFIN Documentation Scam

Tax preparers understand the importance of efficiency, accuracy, and affordability when choosing professional tax preparation software. With tax laws constantly evolving and client needs varying, having the right tools at your disposal is paramount to success. To dive deeper into these topics read our full blog post.…

Read more about Which Tax Prep Software Package is Right for You?

If you are a tax accountant or want to become one, the many different types of tax preparers can feel overwhelming. How do you choose the right one for your workflow and tax firm? Let’s look at different tax agents to see which category best fits your needs and goals. Read the full blog post by clicking here.…

Read more about What Are the Different Kinds of Tax Preparers

The Employee Retention Credit (ERC), initially introduced as part of the CARES Act in 2020 and extended through subsequent legislation, aims to provide financial relief to businesses impacted by the COVID-19 pandemic. However, claiming this credit requires adherence to specific criteria outlined by the IRS. In light of this, the IRS has issued a reminder urging businesses to review their qualifications for the ERC diligently. Read the rest of our latest blog post to find out more on this topic.…

Read more about Victims of ERC Fraud Can Use Voluntary Disclosure Program Through March 22

In a significant move last week, the Treasury Department and IRS announced that digital assets received by businesses do not follow the same reporting requirements as cash assets in 2024, at least until the issuance of specific regulations. Read more from our latest blog post here.…

Read more about IRS Clarifies Digital Assets Not the Same as Cash—Yet

Tax preparers wield significant influence when it comes to ensuring accurate and compliant returns for their clients. While our expertise lies in navigating complex tax codes and filing returns, it's crucial to also consider the role of banking products in streamlining operations and optimizing financial management. Discover more on the advantages of Bank Products by reading our latest blog post here.…

Read more about Bank Products: Payment & Account Solutions for Tax Pros

Ready to set up a successful social media strategy for your firm? In this post we review the essentials, from choosing the right platforms to avoiding those common slip-ups. Click here to read more.…

Read more about Mastering Social Media: A Guide for Tax Pros

Drake Software® is excited to introduce Drake Pay™, a payment integration solution that works seamlessly with Drake’s suite of software products. This solution allows our customers to accept payments…

Read more about Meet Drake Pay: an Integrated Payment Processing Solution

So you’re thinking about becoming a tax preparer. How much does it cost to file taxes, anyway? How much should you charge? What sort of schooling or credentials do you need to get? We answer these questions in our latest blog post on the steps to becoming a tax preparer.…

Read more about How to Become a Tax Preparer: Accreditation, Pricing, and More