by Lisa Monk & Associates LLC | Aug 27, 2023 | Tax Tips and News
Any successful tax preparer knows how to navigate a constant state of flux, as financial regulations, laws, and client expectations can change at a moment’s notice. Staying informed, thus, is not just a preference – it’s a necessity. Clients rely upon your expertise...
by Lisa Monk & Associates LLC | Aug 26, 2023 | Tax Tips and News
As recovery efforts are underway for victims of the devastating wildfires in Hawaii, the Internal Revenue Service is moving to give survivors one less thing to worry about. The agency has launched its tax relief package for victims in Maui and Hawaii counties...
by Lisa Monk & Associates LLC | Aug 17, 2023 | Tax Tips and News
The 2023 Software Survey conducted by the National Association of Tax Professionals (NATP) unveils insightful findings regarding tax professionals’ experiences with their chosen tax preparation software. Covering attributes ranging from reliability to customer...
by Lisa Monk & Associates LLC | Aug 10, 2023 | Tax Tips and News
Is contactless tax preparation the future of the industry? While the 2020 filing season jettisoned the tax industry into a virtual arena, the 2023 season seems to indicate that contactless tax preparation has some staying power as tax professionals continue to adapt...
by Lisa Monk & Associates LLC | Aug 7, 2023 | Tax Tips and News
The Internal Revenue Service says it has constructed a blueprint for its future called the Paperless Processing Initiative. The plans are aimed at eliminating up to 200 million pieces of paper every year, while cutting processing times in half and speeding up refunds...
by Lisa Monk & Associates LLC | Aug 7, 2023 | Tax Tips and News
Summer events for the tax industry are in full swing as professionals from around the country gather to share resources, insight, software, and tools for the 2024 filing season. The Drake Software team has enjoyed the time on the road and the opportunities to meet...