Drake Software blog for tax pros, covering tax, IRS news, and more
How does Fulcher define good service? “Being proactive with advice, sticking to deadlines, being accessible with tax expertise, exceeding expectations, and remaining fully committed to helping my customers succeed.”…
Read more about Lee Fulcher, CPA…Lessons from Athletics to Accounting
“We took our first income tax information to a local practitioner in the spring of 1974,” Warner recalled. “However, the main client base of this tax preparer consisted of farmers. After I looked over the completed 1065 partnership return, I felt a desire for a better understanding of the tax laws.” That is when Warner made a decision based on good old common sense. . .…
One morning over breakfast, a young Raymond Berardinelli’s mother asked him what his plan was after high school. He would be graduating soon and needed a little direction. His mother had always encouraged him to go to college, but Raymond was thinking more along the lines of going to trade school. His plan was to become a ...…
McIntire Tax Center is a one-woman show, with the exception of a temporary receptionist Trish hires for a few weeks in the height of tax season. Trish’s goal is to run a tax practice where clients know they can come to her for anything and trust their taxes will be prepared correctly at a fair price. She prepares mostly ...…
For the Love of…TaxesOn one of many cold winter Chicago days, Kevin Cotton decided to seek sunshine and moved to Carson, California. He had grown up in Chicago but wanted to make a new life for…
No matter what the dilemma, business owners sometimes feel they’re against a wall. The key is to make the best of what you have. Like the saying goes - when life hands you lemons, make lemonade.…
The new year brings promise of great things ahead. People everywhere are making resolutions, looking forward to what the new year may bring, and developing plans to help them reach their goals.…
Veteran’s Day, a time to step back and remember our service men and women. Whether during a time of war or peace, they deserve a hearty thank you for their service, and commitment to protect our freedom. Thank you to those who have served, are currently serving, and the fallen heroes. We appreciate all you do to support and protect our great nation.…
Francina stayed with that company, even relocating to Michigan, and worked her way up to eventually running several branches. “Every day when I went to that cubicle, I imagined that I was walking into my own office. I treated every one of those customers as though they were my own personal clients.”…
For Debbie Gellatly, getting started in the tax preparation business was certainly an uphill climb, if not an outright attempt to move mountains. When her contemporaries were in college, Debbie was getting married. (She was widowed at age 22, while expecting her first daughter.)…
