Staffing & Season Planning

  • How to Become a Tax Preparer: Accreditation, Pricing, and More

    So you’re thinking about becoming a tax preparer. How much does it cost to file taxes, anyway? How much should you charge? What sort of schooling or credentials do you need to get? Clients entrust tax preparers with the responsibility of accurately filing their income tax returns. This trust extends to sharing intimate details of…

  • Navigating Information with a Tax Documents Checklist

    As tax season gets closer, providing a tax documents checklist to your clients is extraordinarily helpful. Helping them gather the appropriate information before you begin preparing tax returns saves a good deal of time in the long run, building rapport with your customer base and easing your own workload. Individuals should gather the following tax…

  • Time to Renew PTINs for 2024 Tax Season

    We are just weeks away from a new tax season, and that means it’s time for tax professionals to renew their Preparer Tax Identification Numbers (PTINs). This identification number expires annually on December 31st for paid tax professionals.  There are currently some 800,000 active tax preparers who prepare federal tax returns for a fee which…

  • Jobs for Tax Preparers: Building a Career as a Tax Professional

    While this post is intended to help preparers implement best practices throughout their careers, we also understand the importance of seeking career opportunities for themselves as tax professionals. If you’d like to read more about job ideas for tax preparers in the off-season, visit our blog here.   The industry for tax professionals can naturally…

  • Online Courses for Tax Preparation

    In an increasingly competitive industry, tax preparers must stay updated in their understanding of the latest regulations and enhance their skills. Online courses for tax preparation have emerged as an invaluable resource, offering flexibility and convenience while providing the knowledge and expertise needed to navigate complex tax situations. Choosing the right online course is paramount…

  • Checklist for Tax Preparers

    Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and routinization to aid tax preparers in their roles. To achieve this aim, we have curated several checklists to simplify the process of filing tax returns.   First, as a caveat, we delve into the importance of…

  • Training for Tax Preparers

    Whether you are considering a career in tax preparation or seeking development opportunities for your existing role, being a successful tax professional requires significant training. Training for tax preparers can include meeting educational requirements, seeking relevant and updated regulatory information, and maintaining a network of other professionals who will sharpen the skills you bring to…

  • Practice Tax Returns for Tax Professionals

    One valuable exercise to sharpen your skills as a tax professional is practicing tax returns. Whether you are new to the profession or want to refine your keen skills, practicing returns can deepen your understanding of varying tax affairs, reinforce your experience, and expand your confidence. There are many practical outcomes to incorporating this practice…

  • Why You Need Tax Professional Groups for Growth

    As a tax professional, you are likely familiar with how learning and development are ingrained, necessary functions of your role. Additionally, no matter if you serve clients within a firm or as a freelance tax preparer, you may wish for a sense of professional community that can support you in times of complexity or challenge.…

  • Certifications for Tax Professionals

    In your role as a tax preparer, you want to maintain current and accurate certifications, not only for compliance of your career with governmental regulations but also to preserve your professional standing as a service provider to your clients. We at Drake Software recognize this need for clarity regarding certifications and have compiled a guide…