Special Interests


Loyalty Matters

Loyalty Matters: Edward Gonzalez Edward Gonzalez is a successful business owner, a dedicated professional, and a devoted husband and father. He is honest, outgoing, friendly, and has strong moral principles, but perhaps what sets Edward...

Larry Kessler: It’s Not What You Make…

It’s What You Keep   Larry Kessler Financial Services is an example of how to create an accounting firm built on friendships, trust, and fair dealings.  “I don’t advertise,” he says. “I focus on giving each client...

Two Styles; One Successful Practice

Facing Challenges - Creating Solutions The Challenge: Melding two management styles and different levels of experience into a single, client-focused tax practice. The Solution: Recognizing that clients have differing needs, firms need a careful blend of...

Carlos Lopez, EA: Tax Prep Was the Perfect Fit

“I love seeing clients grow from workers to supervisors to business owners.” For Carlos Lopez, EA, each day begins at 8:00 a.m., scrolling through emails that have quietly announced their arrival with bold font. When...
A Passion for Tech and Tax

Jim Bourke, CPA, CITP, CFF, CGMA: A Passion for Technology and Tax

Bootstrapping seems an appropriate way to describe Jim Bourke. Some may immediately recognize him as a tax-industry luminary whose dedication to spotlighting and adopting efficiency technologies has led to industry-wide adoption of workflow and organization solutions.

Employee Spotlight: Jennifer Dills, Vice President of Finance

Balancing the Numbers The fall months bring colorful leaves, crisp weather, and – for tax professionals – gearing up for filing season. At Drake Software, this time of year is filled with frenetic energy: finalizing...

Journey to Success

A tax professional recently elected mayor of his town shares the story of his journey to success. Pat DeBlasio, a tax professional and political leader, was recently elected mayor of Bridgeville, Pennsylvania.   In his new...

Ben Tallman, EA, Always Busy At Work And Home

In 1973, an Orders Clerk with the 130th Station Hospital in Heidelberg, Germany, broke the cardinal rule of serving in the Army – he volunteered.  This landed him in a two-week army course to...

Frank Degen, EA, Not Ready for Retirement

Three words define Enrolled Agent Frank Degen: professional, involved, and happy. Degen earned a bachelor’s degree in mathematics from Iona College, and a Masters in that discipline from Johns Hopkins University.  He was teaching high...

Terry Durkin, EA, MBA: Two Generations of EAs; Two Generations of Drake

“You’ll know what to do.” Terry and her mother had always been close. After Barbara Durkin was diagnosed with lung cancer in 2003, Terry decided to come home and help with her mother’s tax practice....


New Scam Targets Tax Professionals

Security Summit Warns of New Email Scam
The Internal Revenue Service today announced a new email scam from cybercriminals that targets tax professionals. Using a two-stage process, this latest phishing scheme attempts to collect private data from tax preparers.

IRS Announces the First Day of Tax Season, Issues Refund Delay Reminder

IRS Announces the First Day of Tax Season, Issues Refund Delay Reminder
Tax professionals across the country are gearing up for tax season, which the Internal Revenue Service today announced will officially begin on January 23, 2017. The press release included yet another reminder about PATH Act-delayed refunds: taxpayers claiming the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) will not have their refund issued until February 15, 2017.

New Features in Drake Software

Improve Your Efficiency in 2016 For the tax industry, the months leading into January build tension in increments, like a banjo string tightening from every turn of the tuning peg. The days are filled with preparatory tasks for tax professionals and software developers alike, a...

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