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  • Tips for Attracting More Clients

    September 14, 2023
    Tips for Attracting More Clients

    As a tax preparer, one of your primary goals is likely to attract more clients. After all, a growing client…


  • Contactless Tax Preparation – Here to Stay

    September 7, 2023
    Contactless Tax Preparation – Here to Stay

    By Matt Jagst, Drake Software Head of Product     For many tax and accounting firms, methods of client interaction changed…


  • Form 8300 to Shift to Electronic Filing Platform

    September 6, 2023
    Form 8300 to Shift to Electronic Filing Platform

    The push toward an all-electronic filing future continues at the IRS. The agency’s latest move has Form 8300, Report of…


  • Mission Statement for Tax Preparation Businesses

    August 31, 2023
    Mission Statement for Tax Preparation Businesses

    A well-crafted mission statement not only defines your purpose and values as a tax preparer, but also communicates your commitment…


  • Hawaii Wildfire Victims Get Tax Relief from IRS

    August 24, 2023
    Hawaii Wildfire Victims Get Tax Relief from IRS

    As recovery efforts are underway for victims of the devastating wildfires in Hawaii, the Internal Revenue Service is moving to…


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