Tax Pro Spotlight

Tax Prep is a Family Tradition

Gary Boykin, EA: Tax Prep is a Family Tradition

While growing up in Jacksonville, North Carolina, Gary Boykin was first introduced to tax preparation at the age of four: “I remember running around the dining room where my dad was working on a...
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.

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...

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...

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....

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...

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...

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...

Tax Practice Success and “The Five Ps”

The Challenge: Sustaining growth and profitability in the mature markets for tax preparation services. The Solution: The right marketing mix of product, pricing, place, promotion and platform. You don’t build the largest independent network of tax...

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...


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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