Author: Arlette Hanania

At TaxAct® Professional, we’re here to lighten your load. That’s why we’ve created a free, downloadable tax calendar designed to help you stay organized, informed, and one step ahead as you prepare for Tax Year 2025.Why Download Our Tax Calendar?Our newly updated May 2025 – April 2026 tax calendar is more than just a list of dates — it’s a practical tool to keep you on track during the busiest months of your year. Whether you’re managing deadlines, planning client meetings, or mapping out continuing education and industry events, this calendar has you covered.You’ll find:Key federal tax deadl...

Client retention and satisfaction for tax professionals​ Keeping your clients happy and loyal is more than good business—it’s essential for the long-term success of your tax practice. Now is the perfect time to evaluate how well your office is meeting client expectations and plan improvements that will help boost client retention.Why Client Retention Matters in the Tax IndustryClient acquisition can cost more compared to retaining current clients. Recurring clients can often make up most of the annual revenue and satisfied customers not only return—they may refer others.Yet, according to...

What you need to know about the retirement enhancement act and how your clients can be impacted. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has reshaped the retirement landscape not once, but twice. First passed in 2019 and followed by an extensive update in late 2022, these laws are packed with implications for tax professionals advising retirement-age clients, small business owners, and estate planners [link to real estate blog post].Here’s a breakdown of the most important changes between SECURE Act 1.0 and SECURE Act 2.0 — and what they mean for your clien...

As we look forward to tax year 2025, we’re excited to share some updates we’ve made to ordering your 2025 TaxAct Professional software. Here’s a quick look at what’s new and improved in the ordering process: 1. NEW - Online Renewals Now, you can renew your TaxAct Pro software online! It’s easy—just follow these steps:Sign in to your TaxAct Pro account.Click Renew My Software.Check the box next to the Tax Year 2024 product(s) you want to renew.Click the ‘Renew Selected Products’ button to head to checkout and choose your payment option.If you’re looking to switch to a different pro...

Here you are—it's the beginning of 2025, and you're ready to finally launch the tax preparation business of your dreams. So, where do you actually start? While the tax industry is competitive, standing out is possible when you add accreditation, strategic business management, and client relationship building to your technical expertise. How do I get professional tax prep credentials? Before offering tax preparation services, cover your bases with all legal and professional requirements and decide what level of additional credentials you would like to have. Get a Preparer Tax Identif...

As tax professionals prepare for the 2024 tax season, staying informed, organized, and equipped with the right tools is crucial for success. Whether you're an independent tax preparer or part of a larger tax firm, leveraging industry resources can help streamline workflow, improve client service, and ensure tax compliance. Below are some of the most valuable resources tax preparers should utilize in 2025. 1. Stay Updated on Tax Law Changes The tax landscape is constantly evolving, making it essential for preparers to stay ahead of the latest IRS regulations, tax code changes, and complian...

Managing payments in your tax practice just got a lot easier, thanks to the  TaxAct Professional integrated payments powered by Drake Pay. This collaboration introduces a seamless, integrated payment solution that simplifies how tax professionals handle client payments. Now, it has gotten even better: ACH is offered as a payment option. In addition to credit, debit, ACH payments provide a convenient alternative to paper checks for processing payments. Here’s what you need to know: Key Benefits of TaxAct’s Integrated Payment Solution Certified Security for Peace of Mind this paymen...