New Clients

  • Home Energy Credits Can Help Maximize Client Tax Savings

    Are your clients aware that making energy-efficient upgrades to their homes could translate into significant tax savings? These credits, expanded by the Inflation Reduction Act of 2022, offer incentives to homeowners and renters alike for investing in energy improvements. What Clients Need to Know About Home Energy Credits Taxpayers can tap into two key credits:…

  • Earn CPE at Upcoming Drake Software Update Schools®—Registration Opens Soon

    Drake Software Update Schools will soon be back in session to prepare tax professionals for a new season with tax software updates and CPE credits.  Who’s attending?   Our team has worked tirelessly to develop new features, which we are excited to present to tax preparers along with tax software instruction, tips, and tax and industry…

  • Tax Fraud and Scams Online and Offshore: The IRS Dirty Dozen, Part 2

    As part of the Dirty Dozen tax scams and fraud awareness effort, the Internal Revenue Service (IRS) encourages people to report individuals who promote improper and abusive tax schemes, as well as tax return preparers who deliberately prepare improper returns. In this second installment of our overview of the 2024 Dirty Dozen, we look at…

  • IRS Disaster Relief

    Filing deadlines often change for taxpayers in regions that experience natural disasters. When these extreme weather events hit, the Internal Revenue Service frequently provides tax due date extensions to areas designated by the Federal Emergency Management Agency (FEMA). The relaxed due dates are intended to give more time to the individuals and businesses impacted by the natural…

  • IRS Unveils 2024 Nationwide Tax Forum Agenda with 45 Seminars

    The Internal Revenue Service (IRS) has announced the agenda for the 2024 Nationwide Tax Forum, which will feature 45 seminars aimed at enhancing the skills of tax professionals. This year’s forum, which includes contributions from the IRS and leading tax associations, will cover a broad spectrum of topics designed to help tax professionals better serve…

  • Drake Software® Wins Again in CPA Practice Advisor Awards

    Consistency  and reliability are paramount in the world of tax and accounting software—and with the publication of the 2024 CPA Practice Advisor Readers’ Choice Awards results, Drake Software has good reason to celebrate. According to the CPA Practice Advisor, “In keeping with recent years, Drake Software continues to inspire the users of its tax prep,…

  • Building a Website for Your Tax Firm: A Comprehensive Guide

    In the digital age, having a robust online presence is indispensable for any business, and tax firms are no exception. A well-crafted website serves as the cornerstone of your firm’s digital identity, providing a platform to showcase your expertise, attract new clients, and offer valuable resources to your existing clientele. This comprehensive guide will walk…

  • Common Tax Filing Errors to Avoid

    Tax season can be a stressful time for many preparers. The added pressure of an approaching deadline can sometimes cause even the most meticulous minds to overlook a filing mistake. With careful attention to detail however, you can avoid common errors that could potentially delay refunds or even trigger an audit. Whether you’re filing business…

  • 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…

  • Benefits of Offering Multiple Payment Options as a Tax Preparer

    In the fast-paced world of tax preparation, providing exceptional service goes beyond just filling out forms and crunching numbers. It’s about creating a seamless experience for clients from start to finish, including how they pay for your services. In today’s digital age, offering multiple payment options can make a significant difference in client satisfaction and…