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Practice-building content for independent tax preparers

Republished from The Tax Wire, our industry publication. Operator-focused analysis on pricing models, compliance, bank products, and running an independent practice.

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How to Migrate from Drake Tax to TaxOwl Pro: The 90-Day Guide

Step-by-step migration plan: when to switch, data conversion, EFIN/ERO transition, bank-product re-enrollment, parallel-run period, common pitfalls. Written for the solo preparer who…

· 10 min read
Payroll Compliance

How to verify a PTIN in 90 seconds (and why "active" isn't always what it looks like)

Most preparers renew their PTIN in October and assume it's clear through April. About 3% aren't — and the flag doesn't announce…

· 5 min read

Bureau vs. Solo vs. Franchise: The Real Cost Comparison

The tax preparation business model you choose determines not just how you work—it determines your income, risk tolerance, and long-term career trajectory.…

· 3 min read