As a tax professional, you are likely familiar with how learning and development are ingrained, necessary functions of your role. Additionally, no matter if you serve clients within a firm or as a freelance tax preparer, you may wish for a sense of professional community that can support you in times of complexity or challenge. One prominent answer to these charges in tax preparation is finding tax professional groups specifically designed for your needs.…

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In your role as a tax preparer, you want to maintain current and accurate certifications, not only for compliance of your career with governmental regulations but also to preserve your professional standing as a service provider to your clients.…

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Drake Software understands how crucial your technology can be for the functionality and success of your business. We’ve compiled a comprehensive guide to ensure you can make an informed decision when purchasing a laptop as a tax professional.…

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When it comes to billing your clients as a tax preparer, it can be difficult to strike a balance between estimating the value of your services and maintaining client loyalty. Billing does not have to be brutal with our latest recommendations on how much to charge for your services as a tax professional.…

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As a tax preparer, maintaining a thorough record of resources is vital for efficiency and achievement in your role. In addition to necessary and potentially frequent contact with the Internal Revenue Service (IRS) via phone, you will likely need to establish connections with other tools and websites that contribute to your success as a tax professional.…

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Becoming a professional tax preparer can require a combination of education, certifications, and on-the-job experience. Based on your personal qualities and skills, you can pursue a rewarding and successful career by learning and applying the intricacies of tax regulations.…

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Artificial intelligence (AI) is regularly a hot topic in the news, and you may have recently heard about Open AI, Generative AI, or specific products like ChatGPT. As a tax and accounting professional, you might be asking, “What does all of this mean, and should I care?”…

Read more about Generative AI in the Tax and Accounting Profession: Friend or Foe?

By implementing a well-rounded marketing plan that encompasses online presence, social media engagement, networking, client referrals, and continuous analysis, tax preparers can successfully position themselves in a competitive market. Embrace the power of effective marketing strategies for tax preparers and watch your business thrive.…

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At Drake Software, we care about making your job as a tax preparer simple and efficient. We’ve gladly broken down the Continuing Professional Education (CPE) requirements for Enrolled Agents established by the IRS in our latest blog post so you can focus on what you do best.…

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As a tax professional, having an online interface is a necessary feature in the twenty-first century to increase your accessibility and reliability. Creating a website is the simplest and most effective way to attract new clients and establish your online presence.…

Read more about How to Build a Website for Tax Professionals