The last few years brought remarkable changes in the individual and corporate tax return space. Our wealth management partner, Avantax, delves into the upcoming tax changes and their implications for tax returns and financial planning. This blog post will help you stay ahead of the curve and better serve your clients.…

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We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. The responses also include demographic information and how it relates to these categories. Read our blog post to learn more!…

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The IRS is increasing maximum contribution amounts for 401(k) plans in 2024. Learn more about these changes and how to advise your clients on today’s blog by Bob Williams.…

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It’s almost that time of year when tax professionals need to renew their Preparer Tax Identification Numbers (PTINs). This identification number expires annually on December 31st for paid tax professionals. Our blog post provides tips and tricks for PTIN renewal so you can hit the ground running for the new tax season.…

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The IRS is updating regulations for tax forms and filing requirements. One such regulation establishes a new threshold for electronic filing of certain returns. This change has implications for employers and taxpayers alike, as it affects the way tax-related information is submitted to the IRS. In this blog, we discuss the details of this amendment, its significance, and how it may impact employers and taxpayers in the years to come.…

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Drake Software® Update Schools return this year in 4 U.S. cities plus our hometown of Franklin, NC! Experts from Drake Software will be sharing important updates with Users about what to expect in the 2024 Tax Season plus exciting new software updates. Read more in our latest blog post.…

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Do you have a client worried that they may have unintentionally filed an inaccurate claim for the Employee Retention Credit? The IRS is offering a way out! Read today’s blog post for more information and resources.…

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Mistakes are inevitable, so why not be prepared? Learn how you can be proactive by obtaining Errors & Omissions Insurance. Thanks to our friend Steve Ferguson from the Business Insurance arm of Protection Plus for his contribution to this article.…

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Electric cars are skyrocketing in popularity and the IRS has taken note. In 2024 they will update their EV tax regulations and the tax credit they offer to clean vehicle buyers. Read all about it in our latest blog post.…

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Ready to take tax preparation to the next level? Learn our strategies for growth in our latest blog post. From leveraging cutting-edge tech to mastering marketing and client care, we've got your roadmap to growing your tax business covered.…

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