Compare Professional Tax Software
Discover how to evaluate and compare professional tax software based on features, pricing, support, compliance, and more to find the right fit for your firm.…
Key IRS Trends: Strategize for Tax Year 2025 With Compelling Tips and Insights.
Drake Software has collected data from peers and the IRS to analyze in-season insights. Explore key filing statistics and industry shifts to help you strategize for a stronger, more informed tax season. Get your insights.…
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6 Practical Tips for Managing Difficult Tax Clients
Tax season can bring out the best—and worst—in your clientele. Stress, deadlines, and complex financial issues may cause some tax customers to act impatient, defensive, or outright combative. As a professional tax preparer, knowing how to handle difficult clients is essential for maintaining professionalism, protecting your time, and delivering accurate returns.…
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Is Drake Software Right for Your Tax Practice?
Whether you are launching your first tax practice or looking to switch software, finding the right fit is critical. With many tax software solutions available, it’s easy to get overwhelmed by…
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IRS Late Filing and Payment Penalties
It's still vital for tax professionals to be aware of the updated IRS penalties for late filing and payment. Understanding these penalties can help in advising clients effectively and mitigating potential financial repercussions.…
Vacation Rental Tax Tips for Tax Professionals
As summer travel heats up, many taxpayers turn their second homes into short-term rentals. While the extra income can be lucrative, it also introduces a complex mix of tax rules that require attention from seasoned tax professionals. If your clients own or are considering listing a vacation rental, here are key tax tips to keep in mind for the coming tax season and beyond.…
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Why Tax Preparers Should Keep Clients Informed About IRS Notices
Learn why handling IRS notices correctly matters and how you can support your clients effectively. Read the article.…
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Boosting Client Retention: Essential Tips for Tax Preparation Businesses
Client retention is key to the long-term success of any tax preparation business. Keeping clients happy and loyal contributes to a steady revenue stream and helps build a strong reputation. Click for the full post which contains more strategies for client partnerships.…
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IRS Operation Hours: How to Reach the IRS and What to Do When You Can't
Communicating with the Internal Revenue Service (IRS) can be a daunting task, especially when you're faced with time-sensitive questions or concerns for your clients’ taxes. Knowing how to reach out to the IRS for assistance is crucial for tax preparers seeking clarification or resolution to their issues. In this blog post, we will explore the three primary ways to contact the IRS and what steps to take if the standard systems don’t work.…
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SEO for Tax Preparers
We're here to break down a few key ideas you can start using right away to help rise above the competition by using SEO specific to tax professionals.…
