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  • IRS Shifting Audit Focus Toward More High-Income Taxpayers

    September 15, 2023
    IRS Shifting Audit Focus Toward More High-Income Taxpayers

    The Internal Revenue Service says it’s about to move its main audit spotlight from the everyday working-class individual taxpayer to…


  • 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…


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