1. Contacting the IRS
Tax year 2025 brings critical updates for tax professionals, and sometimes contacting the IRS is necessary. Here is some help:
The IRS phone lines — especially the Practitioner Priority Service (PPS) — can get overwhelmed in Q1 and early Q2. To minimize hold times:
- Click here to find the right phone number for you early in the day (lines open at 7 a.m. local time).
- Avoid Mondays and the day after holidays, which are the busiest.
- Use authorized third-party access ( Form 8821 or 2848) ahead of time to prevent repeat calls.
- Set realistic expectations for response times, and communicate these timelines to clients.
Learn more about contacting the IRS during the busy season.
2. Checklist for Tax Year 2025
Our Desk Reference Guide provides a roadmap of important preparation info to streamline your workflow, from standard deduction amounts and client documentation to compliance updates.
Download the guide to have a handy resource at your fingertips all season long.
Also, still waiting for client information? Take a look at our Essential Tax Document checklist. Give the checklist to clients or use it as your guide to help tackle last minute documents and items needed to complete tax returns.
Next, get help gathering the right information, review allocations, and confidently prepare Schedule K-1s for partnerships and S corporations with the Tax Pros Go-To Checklist for Schedule K-1.
4. Cybersecurity for Tax Professionals
Protecting sensitive client data is one of the most critical responsibilities for tax professionals, so having a robust security plan is non-negotiable.
Use our cybersecurity checklist to implement best practices and safeguard your business against hackers this tax season.
5. Maximize the Benefits of Drake Software’s Knowledge Base
Drake Software customers have access to a treasure trove of resources in our Knowledge Base. From troubleshooting to detailed FAQs and guidance, this tool empowers you to resolve issues quickly and enhance your efficiency.
Customers can take full advantage of this support hub to get the most out of Drake Software during tax season.
3. The One Big Beautiful Bill Act (OB3) or Working Families Tax Cuts Act
Even in the height of busy season, this legislation may prompt questions that require timely guidance. We have a few resources that may help fill in gaps. Take a look at our blog posts and videos related to OB3:
Read the One Big Beautiful Bill Act blog post
Watch our latest webinar about OB3
6. Stay Current with Continuing Professional Education (CPE)
Continuing Professional Education is vital for staying compliant, sharpening skills, and maintaining licensure. Our CPE courses cover a variety of relevant topics to equip tax professionals to handle evolving tax laws and industry trends. Enroll today to meet your requirements and stay ahead in your profession.
Browse the latest CPE courses.
Use these resources to stay ahead, provide top-notch service, and grow your business.
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