How can clients trust your commitment to their confidentiality? For tax preparers, one of the best ways to showcase your protective security measures is through a specific and thorough privacy policy. We’d love to partner with you to help curate a privacy policy that honors your valued clients and complies with federal laws. Check our latest post for more information on how to make it happen!…
Online learning is one of the most accessible forms of education available today, so why not utilize it when it comes to tax preparation? Read our latest blog post on factors to consider when seeking online courses for tax preparation, including information on all Drake has to offer.…
As a tax preparer, partnering with a bank to select the best banking products can be vital to your success. To help you research options and ease the burden of learning what’s available, our latest post reviews what banking products could help you optimize your business for profit.…
The NAICS Code is a useful, multi-national tool that can enhance your accuracy and even your rapport with clients. Read more on our newest blog post to learn more and ensure you are taking advantage!…
Not only does security matter in the protection of your clients, but it also factors into compliance with IRS and Federal Trade Commission (FTC) regulations. Read our latest blog post for tips on how to execute both with excellence.…
Noncompliance with tax laws and regulations can have serious consequences for tax preparers, both legally and professionally. It is essential for tax preparers to understand the potential risks they face if they fail to comply with the rules set forth by the IRS. These consequences can include substantial penalties, fines, license revocation, and even criminal charges in severe cases. We are here to help guide you through common pitfalls.…
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.…
