Staffing & Season Planning
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Put Your Tax Experience to Work During Tax Season at Drake Software®
Bring Your Tax Experience to Drake Software® Tax season brings complex questions and tight deadlines for tax professionals across the country. Behind the software they rely on is a team working to help get through one of the busiest times of the year. If you have tax preparation experience, your knowledge could help support that…
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Tax Season Wrap-Up: The End Is a Turning Point for Tax Pros
When the final returns are filed and the deadlines pass, most tax professionals feel the same mix of relief and exhaustion. Another season is done. What you do right now can have a direct impact on how smooth, profitable, and manageable next tax season will be. Turning Experience into Strategy Every tax season tells a…
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How to Handle Tax Season Delays with Extensions
Tax season rarely goes exactly according to plan. Even the most organized firms face delays — missing client documents, late K-1s, or unexpected life events that derail timelines. Extensions become inevitable. The challenge isn’t avoiding extensions altogether; it’s managing them strategically without burning out your team or frustrating your clients. Here’s how tax professionals can…
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Tax Filing Timeline: When Does E-File Start?
The IRS will begin accepting individual returns on Monday, Jan. 26, 2026 More and more taxpayers are leaning towards the convenience and speed of electronic filing (e-file) leading to many of us wanting to know exactly when e-filing starts. The IRS will begin accepting individual returns on Monday, January 26, 2026. When Does E-Filing Start…
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How to Become a Tax Preparer
Whether you’re pursuing part-time seasonal work or launching a full-time tax practice, one of the first steps is understanding how to become a tax preparer. In this guide, we’ll walk you through the IRS registration process, key requirements, and how Drake Software®, an authorized e-file provider, can help you start strong. Step 1: Understand the…
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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…
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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…
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Resources for Tax Professionals for Tax Season 2025
The busy season is an opportunity for tax professionals to shine by providing exceptional service and staying ahead of industry changes. To help you tackle tax, we’ve compiled a list of essential resources covering everything from contacting the IRS and cybersecurity tips to continuing education and tax preparation tools. 1. Contacting the IRS Tax year…
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Navigating IRS CPE Requirements: A Guide for Tax Preparers
As the tax landscape evolves and complexities abound, tax preparers face the constant challenge of staying abreast of the latest regulations and practices. For Enrolled Agents (EAs), maintaining their status with the federal government necessitates adherence to stringent Continuing Professional Education (CPE) requirements outlined by the Internal Revenue Service (IRS). In this blog post, we’ll…
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What Are the Different Kinds of Tax Preparers
If you are a tax accountant or want to become one, the many different types of tax preparers can feel overwhelming. How do you choose the right one for your workflow and tax firm? Let’s look at different tax agents to see which category best fits your needs and goals. How to become a tax…