Tax Pro Spotlight

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Customer Spotlight: Dorothy M Reep CPA PA

Dorothy “Dot” Reep of Dorothy M Reep CPA PA sits behind a desk decorated with postcards and affirmations neatly arranged beneath a glass table top cover, business cards from clients stacked in rows, and—most importantly—photographs of her grandchild and great grandchild, keeping her attentive gaze trained on the Drake Software interview team.
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.
Making Your Own Luck

Melinda Curles: Making Your Own Luck

The tax preparation industry offers many paths to success: starting your own practice, working for one of the big chains, or maybe something in between – like successfully managing a satellite office for a...
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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...
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Snow Williams, MST, EA, CSA: Retirement was Just the Beginning

“This year marks my 36th filing season,” Snow Williams says with an infectious smile before heading back into the auditorium to hear the next session of the Drake Software update school. “And it’s been a...
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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...
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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....
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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...
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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...

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Tax Year 2017 Desk Reference Guide

Tax Year 2017 Desk Reference Guide
When you’re in the midst of a busy tax season, it helps to have important information consolidated, organized, and easily within reach.

2017 “How Do Your Tax Prep Fees Stack Up?” Results

2017 How Do Your Tax Prep Fees Stack Up?
Drake Software surveyed more than 2,800 tax professionals in October, looking at tax prep fees by professional certification, like CPAs, EAs, and attorneys; the estimated number of returns for the upcoming filing season; and more.  

Budget Bill Passed, Renews Tax Extenders

Budget Bill Passed, Renews Tax Extenders
After a brief shutdown overnight, the House voted to reopen the government by passing a $400 billion budget that increases spending caps, raises the debt ceiling, and provides disaster relief for Texas, Florida, and Puerto Rico. President Trump signed it into law this morning.
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