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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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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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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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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Today, tax preparers operate within an increasingly complex and perilous cybersecurity context. These challenges not only threaten the integrity of your practice, but also put your clients' financial well-being at risk. At Drake Software®, we recognize the gravity of these threats and are committed to providing you with the knowledge and tools necessary to fortify your practices. As we delve into this topic, we will examine prevalent threats, share foundational best practices, and outline critical strategies to help you implement a digital shield around your business.…

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Gain insights on client acquisition strategies for tax preparers on our new blog post! Discover tips on understanding your client base, offering specialized services, and perfecting your marketing game. Stay ahead in the world of tax prep with Drake.…

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Master client relationships, market your expertise, and scale your practice as a tax professional. Dive into our latest blog for insights that pave the way for a thriving career in the world of finance. Your journey to becoming a trusted advisor starts here, with Drake Software.…

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Define your purpose in your tax preparation services with a compelling mission statement! Our latest blog post shows tax pros how to craft mission statements that resonate. Check it out now!…

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Find tips and resources for creating a Due Diligence Checklist for Tax Preparers in today's blog post. From accuracy to ethics, we share key topics to help you master your tax preparation services and gather client information with professionalism and precision. Elevate your expertise today!…

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