6 Practical Tips for Managing Difficult Tax Clients

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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Vacation Rental Tax Tips for Tax Professionals

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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Drake Tax Wins Best “Overall Rating” for the 13th Year in a Row

Drake Tax Wins Best “Overall Rating” for the 13th Year in a Row

The Journal of Accountancy and The Tax Adviser recently released results for the 2024 Tax Survey. Drake Tax led the way in 2023 and continues to show high marks once again in 2024. Drake Software is known for its industry-leading customer service and in the survey received the highest score for product support. Click on the full post to read more.…

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