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  • Preparing for Policy Changes Ahead of Tax Season

     Here is an overview of what may happen and how to prepare ahead of the next tax season. Download the resource below for a comprehensive breakdown of key policy areas and actionable steps for tax professionals and small businesses. Note: These are just predictions. Things change and happen very quickly. We will notify you as…

  • Version three coming soon: Desk Reference Guide for Tax Year 2025

    Stay Informed in a Year of Constant Tax Law Shifts ***We are still waiting for updated guidance*** With the IRS still developing instructions for Schedule 1-A and making revisions to previously released guidance—such as the updated figures in Rev. Proc. 24-40, along with several provisions still awaiting official regulations—tax professionals are navigating an unusually uncertain…

  • Essential Tax Documents Checklist for Your Clients with OB3 Updates

    Tax season can be overwhelming, but a well-organized checklist simplifies the process for both tax professionals and their clients. By ensuring clients gather the necessary documents ahead of time, tax preparers can save time, reduce errors, and improve efficiency. In addition to helping with annual filing, this year’s resources also include important information about the…

  • The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice

    Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice Are you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand out—without sacrificing time with your clients? We’ve got the perfect resource for you. Introducing The Smart Tax Pro’s Guide to…

  • Tax Practice Growth Insights from 900+ Tax Pros [Free Download]

    Learn from your peers and discover strategies to grow your own tax practice.  Expanding a tax practice requires a blend of strategy, innovation, and the ability to adapt. In a recent survey conducted by Drake Software, over 900 tax professionals shared their approaches to achieving business growth, offering a wealth of knowledge on what has…

  • Now Available: Get Your Tax Year 2024 Desk Reference Guide [Free Download]

    Save time during the busy filing season with a comprehensive tax reference guide for tax year 2024. It’s back— an updated desk reference guide to help make your life a little easier. The guide is available in English and Spanish.  Why is the 2024 desk reference guide considered a tax season best practice? From a preseason…

  • Name, Image, and Likeness (NIL) Income for College Athletes [DOWNLOAD]

    Name, Image, and Likeness (NIL) income, or income gained from personal brand influence, has opened opportunities for student-athletes in college athletics. With the additional income stream comes new tax implications, however, that many student-athletes have not previously encountered. NIL income grants athletes the ability to monetize their personal brands, introducing income streams for individuals who…

  • Drake Software 2023 How Do Your Tax Prep Fees Stack Up? [Infographic]

    The results of our recent tax prep fees survey are here! Drake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing season. The survey covered more than 15 questions, delving into various fee-related aspects such as: Approach to pricing tax preparation services Plans…

  • Tax Year 2023 Desk Reference Guide [DOWNLOAD]

    To help you navigate the busy tax filing season, we have created a comprehensive desk reference guide that includes a wide range of commonly accessed tax information. This guide covers everything from due diligence requirements to MACRS recovery periods—perfectly designed to make your life a little easier during this time of year. If you’re interested…

  • Drake Software 2022 How Do Your Tax Prep Fees Stack Up? [Infographic]

    The results of the How Do Your Tax Prep Fees Stack Up? survey are in! Drake Software surveyed 3,620 tax professionals to learn what they plan to charge for tax preparation services during the 2023 filing season. Respondents answered more than 15 questions covering fee-related topics, including: How they intend to charge for services Whether…