2007 CPA's Resource Guide

Categories

Accounting and Auditing

IDEA Data Analysis Software
Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

Thomson PPC-RIA-WGL on Checkpoint®
P.0. Box 966
Fort Worth, TX 76101-0966
Phone: (800) 323-8724, option 6
E-mail: ppc.thomson.com
Website: www.ppc.thomson.com

Paisley Consulting
400 Cokato Street East
Cokato, MN 55321
Phone: (320) 286-5870

Choose Another Category

Accounts Receivables Collections

MiniSoft Worldwide
10030 N. 25th Avenue
Phoenix, AZ 85021
Phone: (800) 888-4785
Fax: (602) 870-7932
Contact: Patty Robertson
E-mail: probertson@minisoftworldwide.com
Website: www.minisoftworldwide.com

MiniSoft Worldwide your total accounts receivable management organization. With 20 years of market experience, we provide the right tools for the job of managing your accounts receivable collections while enhancing your client relationship. Whether it is scalable AR collections software, best practices consulting or accounts receivable outsourcing we can tailor a solution that fits your organization, now and as your firm grows.

Choose Another Category

Accounting Research

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Website: CCHGroup.com/ARM
Accounting Research Manager®

Accounting Research Manager® is a comprehensive financial knowledgebase that provides materials designed to help solve your most pressing issues. Continually updated five times daily, it is the most timely, complete, interpretive and objective source for your financial reporting needs.

It provides links to FASB, AICPA, SEC, EITF, IASB, PCAOB, GASB, GAO, and OMB authoritative and proposal-stage literature, plus insightful guidance from financial reporting experts. Get the latest changes to GAAP, GAAS, and SEC rules. Maximize your research time, while enhancing your results.

For further information, call 1-888-CCHREPS (1-888-224-7377), or visit us at CCHGroup.com/ARM.

Choose Another Category

Accounting Software

eTEK International, Inc.
5445 DTC Parkway
Penthouse Four
Greenwood Village, CO 80111
Phone: (800) 888-6894

Open Systems, Inc.
4301 Dean Lakes Boulevard
Shakopee, MN 55379
Phone: (800) 328-2276

Red Wing Software
491 Highway 19
Red Wing, MN 55066
Phone: (800) 732-9464

Softrax Corporation
45 Shawmut Road
Canton, MA 02021
Phone: (781) 830-9351

TIW Technology
769 Youngs Hill Road
Easton, PA 18040
Phone: (610) 258-5161

Since 1983, located in Pennsylvania, the original founders at TIW Technology have been developing and delivering software throughout
North America. Thousands of small- to mid-sized companies rely on TIW for their accounting and manufacturing software requirements. TIW products include ALERE Accounting, ALERE CS, WorkShop, WorkShop CS, shopLink and a rules based Sales Order Configurator (SOC). TIW’s web site is www.tiwcorp.com.

Wizsoft Inc.
6800 Jericho Turnpike, Suite 120W
Syosset, NY 11791
Phone: (516) 393-5841

Choose Another Category

Appraisal

NEBB Institute
2014 W. 13th
Wichita, KS 67203
Phone: (866) 632-2467
Fax: (866) 992-8669
Contact: Debra Baker
E-mail: marketing@nebboffice.com
Website: www.nebbi.org

Do you REALLY know what your client’s machinery and equipment is worth? It’s inaccurate and risky to guess, rely on book value or the word of an owner or uncertified person. Protect yourself and your client with a Certified Machinery & Equipment Appraisal Report. The Report is irrefutable, defensible and holds up to scrutiny.

Call NEBB Institute at 866-632-2467 for CMEA near you.

Choose Another Category

Banking Services

WaMu
989-999 McBride Avenue, Suite 200
West Paterson, NJ 07424
Phone: (973) 812-3214
Contact: Harrison Fisher
E-mail: Harrison.Fisher@wamu.net

Choose Another Category

Business Intelligence Tools

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/ProfitDriver
CCH, a Wolters Kluwer business
ProSystem fx Profit Driver

ProSystem fx Profit Driver is a financial diagnostic and analytical solution that transforms client data into an interactive strategic planning tool, enabling professionals to instantly show their clients the outcomes of “what-if” scenarios and develop detailed plans for reaching goals. The program provides information that can help firms understand clients and better meet their needs, allowing them to compare business performance against industry standards with benchmarking data functionality.

Profit Driver allows professionals to analyze financial performance for up to 40 consecutive periods and highlight key trends. The program’s powerful reporting features include easy-to-understand graphical illustrations, informative analysis screens, and instant diagnostic reporting written in plain language.

Other features add even more value to Profit Driver. The Xpert feature helps to explain the most complex financial statement ratios and results, and a unique one-page financial scorecard transforms financial statements into one powerful screen with instant calculation of critical results and business drivers. Budget vs. Actual analysis helps firms perform projections as they create budgets, with just the click of a button.

Profit Driver integrates with ProSystem fx Tax Engagement and ProSystem fx Tax, as well as data in spreadsheet form.

For more information, call 1-800-PFX-9998 or visit us at CCHGroupcom/profitdriver.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/WriteUp
ProSystem fx® Write-Up

ProSystem fx® Write-Up helps firms view and mine data to streamline the day-to-day management of their clients’ operations. powerful reporting capabilities allow firms to accurately analyze their clients’ financial positions.

The program can also be customized so it works within the existing workflow. Transactions can be coded by departments, divisions, locations, and other categories. Information can be filtered and sorted for customized reports, and the menus and toolbars can be djusted and personalized.

Write-Up includes a variety of tools to help firms expand their payroll businesses, including signature-ready payroll forms, ready-do-print
1099s, payroll and tax liability reports, and convenient payroll processing. Client bank accounts can be reconciled with one-click access to reveal current or past reconciliations.

Tightly integrated with other solutions offered in the ProSystem fx Office Suite, Write-Up lets end users export data to ProSystem fx Tax for quicker tax return preparation. Customized statements and reports can be exported to ProSystem fx Engagement and Trial Balance, and PDFs of statements and reports can be uploaded into ProSystem fx Document.

For more information, call 1-800-PFX-9998 (1-800-739-9998), or visit us at CCHGroup.com/WriteUp.


IDEA Data Analysis Software Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

Choose Another Category

Business Valuation

The Institute of Business Appraisers
P.O. Box 17410
Plantation, FL 33318
Phone: (800) 299-4130
Fax: (954) 584-1184
Contact: Grace Clarke
E-mail: ibahq@go-iba.org
www.go-iba.org

The Institute of Business Appraisers offers members free access to the nation’s largest transaction database of privately owned businesses. Currently at more than 30,000 transactions in over 740 industries, this database provides CPA’s and Business Appraisers with valuable industry information.As a pioneer of business appraisal education and standards, IBA offers nearly 65 courses per year at over 12 states throughout the US.

Choose Another Category

Consultants

AccountNet, Inc.
1333 Broadway
New York, NY 10018
Phone: (888) MBS-NJNY

Choose Another Category

Cost Segregation

Bedford Capital Consulting
Rockefeller Center Plaza
1230 Avenue of the Americas, 7th Floor
New York, NY 10020
Phone: (212) 618-6314
Fax: (212) 898-1384
Contact: Jacob Hopper
E-mail: jhopper@bedfordcap.com
Website: www.bedfordcap.com

Bedford is the nation’s largest engineering-based cost segregation provider. Our studies are performed by real engineers, who are employees of our firm, not subcontractors. We are completely independent and not an affiliate or spin-off of one of your competitors. We are totally committed to best practices and enforce a very rigid quality control process to ensure accuracy. Call us today to learn more.

Choose Another Category

CPA Education

Bisk Education CPEasy
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 404-7438
Fax: (800) 345-8273
Contact: Valerie Wendt
E-mail: info@cpeasy.com or
val@bisk.com

For more than 35 years, CPAs have trusted Bisk Education, making us America’s best-selling CPE programs for CPAs. From 1 to 40 credit hours for yourself or for your group, get high-quality NASBA- and QAS-approved programs on the topics you need at a price you’ll appreciate. Our courses are available in a variety of formats, including online, CD-ROM, video, DVD, audio and text.

The Institute of Business Appraisers
P.O. Box 17410
Plantation, FL 33318
Phone: (800) 299-4130
Fax: (954) 584-1184
Contact: Grace Clarke
E-mail: ibahq@go-iba.org
website:www.go-iba.org

The Institute of Business Appraisers offers members free access to the nation’s largest transaction database of privately owned businesses. Currently at more than 30,000 transactions in over 740 industries, this database provides CPA’s and Business Appraisers with valuable industry information.

As a pioneer of business appraisal education and standards, IBA offers nearly 65 courses per year at over 12 states throughout the US.

PASSOnline
1550 City Road 180
Leander, TX 78641
Phone: (512) 260-9433
Fax: (512) 260-9437
Contact: Lynda Denlinger
E-mail: lynda@passonline.com

CPE Products

AICPA/CPA2Biz, Inc.
201 Plaza Three, 3rd Floor
Jersey City, NJ 07311
Phone: (888) 777-7077
website: www.cpa2biz.com

NASBAtools
150 4th Avenue North, Suite 700
Nashville, TN 37219
Phone: (615) 880-4200

Choose Another Category

Data Extraction & Analysis Software

IDEA Data Analysis Software Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

Choose Another Category

Disaster Recovery

Compunite Computers, Inc.
P.O. Box 362
39 Route 46 East - Unit 803
Pine Brook, NJ 07058
Phone: (800) 530-5970
Fax: (973) 227-6608
Contact: Steven Ferman
E-mail: stevef@compunite.com

Choose Another Category

Document Management

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site CCHGroup.com/Document
ProSystem fx® Document

ProSystem fx® Document provides an electronic repository for documents, enabling streamlined workflows, enhanced customer service, automated document retention policies and lower costs for storing paper documents.

Document is a complete document management solution built specifically for today’s CPA firm. With the continuing integration between Document and The ProSystem fx® Office suite, Microsoft® Office, and other applications, it provides an electronic repository for all documents generated within the firm. This enables streamlined workflows, lower costs for storing documents, and the opportunity to create more time for staff to generate revenue from new clients or provide additional services to your existing clients.

For more information, call 1-800-PFX-9998 (1-800-739-9998) or visit us at CCHGroup.com/Document.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Engagement
ProSystem fx® Engagement

This paperless engagement tool leverages an integrated electronic workpaper and trial balance system built from the ground up on Microsoft® Word and Excel. Designed to increase the efficiency of trial balance and tax engagements, ProSystem fx® Engagement allows the user to seamlessly manage all engagement-related tasks and experience the benefits of a paperless office.

For further information, call 1-800-PFX- 9998 (1-800-739-9998), or visit us at CCHGroup.com/Engagement.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Scan
ProSystem fx® Scan

ProSystem fx Scan combines a powerful database engine with a proprietary data dictionary to automatically read and recognize client documents (for example, W-2s, K-1s, interest statements, etc.) needed for preparing 1040 income tax returns and other forms for accounting purposes. The software then sorts, bookmarks and outputs these documents to a single, easy-to-navigate PDF file, allowing the tax professional to use the many powerful annotation tools provided by Adobe Acrobat to save time and money.

For more information, call 1-800-PFX-9998 (1-800-739-9998) or visit us at CCHGroup.com/Scan.

Choose Another Category

Document Management (Paperless)

Doc.It®
Your Paperless Partner
www.doc-it.net
Phone: (888) MYDOCIT (693-6248)

The Doc.It® Suite is a complete digital document management solution that differentiates itself by providing a strong focus on up-front
planning, training and implementation methodology developed by accountants for accountants. Used by 100+ public accounting firms, the Doc-It® Suite is an extremely user-friendly system that enables firms to become more responsive and profitable by centralizing all documents into a non-proprietary, secure and searchable library of non-editable PDF files.
eFile Cabinet
5252 Edgewood Drive, Suite 250
Provo, UT 84604
Phone: (801) 374-5505

Interwoven, Inc.
803 Eleventh Avenue
Sunnyvale, CA 94089
Phone: (888) 468-3796
Fax: (408) 774-2002
Contact: Mark Jackson
E-mail: mjackson@interwoven.com

NuParadigm
16091 Swingley Ridge Road
Chesterfield, MO 63005
Website: www.nuparadigm.com

Choose Another Category

E-invoicing software

Nexus Systems, Inc.
1916 Wilson Boulevard, Suite 300
Arlington, VA 22201
Phone: (703) 524-9101

Choose Another Category

Electronic Funds Transfer

Intercept EFT
1700 42nd Street SW, Suite 2000
Fargo, ND 58103
Phone: (800) 378-3328
Fax: (701) 241-9930

Contact: Ed Surko
E-mail: matt@intercepteft.com

InterceptEFT, an electronic funds transfer processor, is one of the fastest growing, technologically- advanced, and widely recognized EFT
processors in the industry. We offer affordable pricing, with experienced, responsive staff. InterceptEFT products: Direct Deposit, Direct
Payment, Credit Card Processing, Check Conversion/Guarantee, Remote Deposit/Image Processing, ARC, web-based EFT, and ACH/Check verification. Count on InterceptEFT to help you accomplish more, stress less!

Choose Another Category

Electronic Tax Payments

Official Payments Corp.
One Landmark Square, Suite 400
Stamford, CT 06901
Phone: (203) 969-0310
Fax: (203) 969-0303
E-mail: TaxProfessionals@officialpayments.com

Official Payments is the leading provider of electronic government payments. Authorized by the IRS, 26 states, D.C. and more than 2,200
counties and municipalities, Official Payments processes a wide range of federal, state and local payments including personal income taxes, business taxes, property and real estate taxes, citations and education payments. Making Payments through Official Payments is fast, easy, and secure!

Choose Another Category

Estate Planning

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/Viewplanadvanced
CCH ViewPlan® Advanced

CCH ViewPlan® Advanced™, is powerful, yet easy-to-navigate toolkit, that enables practitioners to graphically compare multiple estate planning scenarios. It generates customizable flowcharts, graphs, and reports that summarize planning scenarios for presentations. Modules cover mutual funds, stocks, variable annuities, closed-end funds, and separate accounts.

Its comprehensive estate planning speeds data entry and provides a quick view of charitable giftgiving and other scenarios, supported with vivid graphs and text reports. Graphs, flowcharts, spreadsheet-like calculation reports, and easy-tounderstand explanatory text can be arranged in customizable presentations, adaptable to virtually all planning options. A “calculations log” creates an audit trail to help avoid costly errors by presenting how the calculator arrived at given results and quickly identify possible input errors.

ViewPlan Advanced features integration with HotDocs, LexisNexis’ document management system. Information such as contact name and title can now be shared between these two programs, saving you time. The ability to export data and reports to both Word (RTF) documents and PDF files enables you to attach and email documents to clients, making communications easier and more efficient. A new customizable disclaimer allows you to create up to four lines of text that can be printed on each output page. In addition, law and rate updates provide the latest state and federal law information.

The power of this application lies in its ability to present virtually an unlimited number of plans, and compare up to three plans at a time to facilitate the presentation of optimal planning techniques to clients. It’s a straightforward yet powerful wealth management tool.

For more information, call 1-888-CCHREPS (1-888-224-7377), or visit us at CCHGroup.com/Viewplanadvanced.

Choose Another Category

Estate and Financial Planning Software

Brentmark Software, Inc.
3505 Lake Lynda Drive, Suite 212
Orlando, FL 32817
Phone: (800) 879-6665

Money Tree Software
1600 SW Western Boulevard, Suite 110
Corvallis, OR 97333
Phone: (877) 421-9815

Choose Another Category

Financial Services

National Network of Accountants
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN

NNA brings a unique platform to CPA firms, that helps them enhance their relevance to their clients, and significantly improve firm profitability, viability, value and growth. Your clients, come to view NNA member firms as value-added providers of the tax and other financial services most relevant to their lives, rather than just providers of commodity accounting and tax services. Our unique systems integrate wealth management services, customized for CPA firms’ unique culture, regulatory environment and business practices.

WaMu
989-999 McBride Avenue, Suite 200
West Paterson, NJ 07424
Phone: (973) 812-3214
Contact: Harrison Fisher
E-mail: Harrison.Fisher@wamu.net

Choose Another Category

Keyboards for Accountants

Matias Corporation
129 Rowntree Dairy Road, Unit #20
Vaughan, ON L4L 6E1 Canada
Phone: (905) 265-8844

Choose Another Category

Licensing

NASBAtools
150 4th Avenue North, Suite 700
Nashville, TN 37219
Phone: (615) 880-4200

Choose Another Category

Long Term Care Insurance

National Financial Network, LLC
7 Hanover Square, Suite 8A
New York, NY 10004
Phone: (646) 885-2849

National Financial Network is an agency of the Guardian Life Insurance Company of America. Jonathan Schwartz is the firm’s Long Term Care Specialist. Jonathan specializes in offering creative solutions and insight into an extremely confusing product. He has worked with individuals as well as large well known companies to establish plans to meet all of their Long Term Care needs.

For more information visit www.gotltc.com.

Choose Another Category

Marketing

CPAConnect
11801 Research Drive
Alachua, FL 32615
Phone: (386) 418-4001

Choose Another Category

Mortgage Financing

Equity Now
1370 Avenue of the Americas
New York, NY 10019-4602
Phone: (212) 664-8900
Fax: (212) 664-1700
Contact: Michael Moskowitz, President, CPA
E-mail: mmoskowitz@equitynow.com

HSBC Mortgage Corporation (USA)
3219 Route 46 East, Suite 207
Parsippany, NJ 07054
Phone: (973) 939-3050
Fax: (973) 939-3066
Contact: Lawrence Kelter
E-mail: lawrence.kelter@us.hsbc.com

Choose Another Category

NYSSCPA Insurance Administrators

Pearl Insurance
1200 E. Glen Avenue
Peoria Heights, IL 61616
Phone: (800) 342-6501
Fax: (309) 688-5444
Contact: Kate Williams
E-mail: kate.williams@pearlinsurance.com

Pearl Insurance, marketer and administrator of the NYSSCPA Member Insurance Program, offers you and your family high quality insurance products at affordable group rates! This includes Term Life, 10 and 20-Year Level Term Life, Senior Term Life, Accidental Death & Dismemberment, Disability, Hospital Indemnity, Catastrophe Major Medical, and Dental Insurance.

Call us today at 800.342.6501 or visit www.nysscpainsurance.com to learn more about these valuable and affordable plans.

Choose Another Category

Payroll Services

Paychex
911 Panorama Trail S.
Rochester, NY 14625
Phone: (800) 322-7292

Precision Payroll
6318 Amboy Road
Staten Island, NY 10309
Phone: (888) 747-2976

Choose Another Category

Payroll Software

Advanced Micro Solutions, Inc.
1709 S. State Street
Edmond, OK 73013
Phone: (800) 536-1099
Fax: (800) 519-1174
E-mail: info@1099-etc.com

1099-Etc works as Forms Filer/A-T-F Payroll program. Supports multiple clients. Forms Filer: All 1099, W-2 forms, many
others. Supports dot-matrix, HP compatible laser printers. Optional: laser generated forms and electronic filing. A-T-F Payroll: Prints all state wage forms (optionally laser generates). Supports deposits, tax deferred plans, check printing, tax calculations, extensive import capability, quarterly state magnetic filing. Visit our website for a free demo!

NP Systems Inc.
6318 Amboy Road
Staten Island, NY 10309
Phone: (718) 966-1708
Contact: Howard Prussack
E-mail: npsystems@att.net

PenSoft
11790 Jefferson Avenue, Suite 100
Newport News, VA 23606
Phone: (888) PEN-SOFT (888-736-7638)

Choose Another Category

Practice Management

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com
ProSystem fx® Practice Management

More than just time and billing, this fullfeatured product offers all of the tools firms need to efficiently manage their businesses, including
project management, marketing, data mining, and integration. ProSystem fx® Practice Management utilizes the latest .Net technology to bring a powerful solution that offers accountants better remote connectivity and richer reporting for improved decision making, no matter the size of your firm.

Created by the same developers who produced the #1 rated Visual Practice Management, ProSystem fx Practice Management is designed to empower employees to manage their own time, encourage billers to bill on-screen and on-demand, and inspire partners to better analyze the firm.

Used by a large percentage of the Public Accounting Report’s Top 100 firms in the U.S., this product is the next generation in practice management solutions that will increase productivity and allow firms to focus on client tasks.

For further information, call 1-800 PFX- 9998 (1-800-739-9998) or visit. CCHGroup.com/practicemanagement.

CPAConnect
11801 Research Drive
Alachua, FL 32615
Phone: (386) 418-4001

TPS Software Inc.
4939 Chalet Place
N. Vancouver, BC V7R 4X4 Canada
Phone: (888) 877-2231

The focus of TPS Software is to provide THE Time & Billing AND Practice Mannagement Solution designed specifically for small-to-midsized accounting professionals. TPS Software does everything you would expect from a high-quality Time & Billing program, but has numerous added features that you do not see in software many times its price. TPS tracks Time, WIP, AR, and Due Dates.

Choose Another Category

Productivity Suites

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com
The ProSystem fx® Office

The ProSystem fx® Office offers the most advanced, tightly integrated group of tax, accounting and workflow tools available. It’s used by a majority of the nation’s top accounting firms, and offers leading edge technology that allows firms of all sizes to:

  • Move towards a paperless office
  • Gain access to authoritative tax information
  • Streamline daily activities which save time and money
  • Uncover new services to offer to their clients.

The ProSystem fx Office Suite features a wide range of products covering everything for the modern CPA firm – from document management to fixed assets to tax preparation to paperless engagements.
For more information, call 1-800-PFX-9998 (1-800-739-9998) or visit us at CCHGroup.com.

Choose Another Category

Professional Liability Insurance

Camico Mutual Insurance Company
1235 Radio Road
Redwood City, CA 94065
Phone: (650) 802-2700 or (800) 652-1772
Fax: (650) 802-2500
E-mail: inquiry@camico.com

Choose Another Category

Qualified Intermediary or 1031 Exchange

Asset Preservation, Inc.
300 East 42nd Street, 4th Floor
New York, NY 10017
Phone: (866) 394-1031
Fax: (646) 607-5845
Contact: Pamela A. Michaels, Esq.
E-mail: pmichaels@apiexchange.com

Choose Another Category

Retirement Planning

Genworth Financial
4 Birch Run Drive
Saratoga Springs, NY 12866
Phone: (518) 583-6486
Fax: (518) 583-2332
Contact: Teddy Foster
E-mail: teddy.foster@genworth.com

Choose Another Category

Revenue Enhancements

MiniSoft Worldwide
10030 N. 25th Avenue
Phoenix, AZ 85021
Phone: (800) 888-4785
Fax: (602) 870-7932
Contact: Patty Robertson
E-mail: probertson@minisoftworldwide.com
Website: www.minisoftworldwide.com

MiniSoft Worldwide your total accounts receivable management organization. With 20 years of market experience, we provide the right tools for the job of managing your accounts receivable collections while enhancing your client relationship.

Whether it is scalable AR collections software, best practices consulting or accounts receivable outsourcing we can tailor a solution that fits your organization, now and as your firm grows.

Choose Another Category

Revenue Management Software

Softrax Corporation
45 Shawmut Road
Canton, MA 02021
Phone: (781) 830-9200

Choose Another Category

Sales and Use Tax Compliance Products

CCH, a Wolters Kluwer business
Phone: (800) 630-2218

Web Site: CCHGroup.com/SalesTax

CCH, a Wolters Kluwer business, offers a complete selections of solutions to help make sales and use tax compliance – from front-end billing to back-office returns – a single, integrated task with complete and accurate results. Products include:

ZIPsales® Returns (ZSR)
This web-based solution offers outsourcing convenience with the ease of online accessibility for companies seeking sales and use tax efficiency. With ZSR, CCH stores their tax information in its secure servers and completes the forms. ZSR also lets them review, edit, print and audit tax returns from their desktop computers. Eliminated are the hassles of maintaining complex software or taking staff time for taxes while preserving timeliness and accuracy requirements.

CertiTAX
For retailers with multi-state business or eCommerce activity, CertiTAX™ is a suite of software products that enables them to calculate sales taxes for different locations. With CertiTax Client, retailers can access the CertiCALC, CertiSHIP, and CertiFile databases online. The suite features the most up-to-date tax tables and sales tax laws. There is no software to maintain or updates to track, which saves merchants’ time and headaches.

For further information, call 1-800-630-2218 or visit CCHGroup.com/SalesTax.

Choose Another Category

Sarbanes-Oxley

EprocessManager.com
333W Broadway, Suite 318
Long Beach, CA 90802
Phone: (866) 590-4376

IDEA Data Analysis Software
Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

Choose Another Category

Selling Your Accounting Tax Practice

Accounting Transition Advisors LLC
1230 Avenue of the Americas
7th Floor, Suite 744
New York, NY 10020
Phone: (866) 279-8550

Globalforce International, Inc.
One Huntington Quad
Suite 1 SO 8
Melville, NY 11747
Phone: (631) 293-3555, ext. 147
Fax: (631) 293-3310
Contact: Max T. Krotman, Esq.
E-mail: MKrotman@GlobalforceIntl.com

Professional Accounting Sales
460 Park Avenue South, Suite 204
New York, NY 10016
Phone: (800) 779-7774
Fax: (212) 779-4743
Contact: Cliff Reiter
E-mail: cliff@cpasales.com

ProHorizons
Affiliated Offices Nationwide
5050 El Camino Real, Suite 114
Los Altos, CA 94022
Phone: (800) 729-3242

Choose Another Category

Software Retailers

MBAWare
4606 16th Street North
Arlington, VA 22207
Phone: (877) 622-9273
Fax: (703) 875-0661
E-mail: info@mbaware.com
Visit us at: globalforceintl.com

Choose Another Category

Tax Compliance/Preparations

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Tax
ProSystem fx® Tax

CCH’s ProSystem fx® Tax provides full capabilities for all types of federal and state returns, including individual, partnership, corporation, fiduciary, estate and gift, deferred compensation, and exempt organization. It is the cornerstone of the ProSystem fx Office suite of software. Tax’s leading technologies help professionals save time and work smarter.

Modules can be purchased individually or bundled to meet specific needs. ProSystem fx Tax performs automatic calculations, overrides and optimizations for every federal and state return. The industry’s most comprehensive diagnostic system tests for omissions and inconsistencies, allowing users to jump back to related input with a single click.

Intuitive navigation panels, pop-up menus and “forms-stepping” features allow quick navigation through a return, and a comprehensive on-screen review system features color-coded tick marks, field and global notes, lists, overrides, and estimates.

The e-filing module enables individual, business, and specialty electronic filing. And a full array of value-added options help firms manage
their practices, simplify return preparation, and provide revenue-generating services, like the Tax Notebook and Tax Library.

ProSystem fx Tax is tightly integrated with other ProSystem fx Office software, such as Write- Up, Fixed Assets, Profit Driver, and Engagement. It is also highly integrated with popular office software, like Microsoft® Excel® and Word®.

For more information, call 1-800-PFX-9998 (1- 800-739-9998), or visit us at CHGroup.com/Tax.

Choose Another Category

Tax News

L&M Production Design Group, Inc.
5510 Cherokee Avenue, Suite 200
Alexandria, VA 22312
Phone: (703) 642-6505
Fax: (703) 642-6005
Contact: Paul Lamonia
E-mail: lamonia@lmpdg.com

Tax Talk Today
Sponsored by the IRS and produced by L&M Production Design Group, based in Alexandria, VA, Tax Talk Today is a free, live, monthly interactive Webcast aimed at educating tax professionals on the most contemporary and complex tax issues. The award-winning series airs monthly at www.TaxTalkToday.tv and programs are archived on the site for one year. The live Webcast enables viewers to ask questions via e-mail to the panelists and receive on-air answers. For additional information, contact Paul Lamonia at (703) 642-6505 or lamonia@lmpdg.com or visit www.TaxTalkToday.tv.

Choose Another Category

Tax Research

CCH, a Wolters Kluwer Business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/TRN

CCH® Tax Research NetWork™ This Web-based platform allows users to access more than 100 research sources, covering
federal, state, international and estate taxes; sales tax items; financial planning; business entity planning; and pension/payroll issues. TRN includes email news notification, customized desktop, express log-in, browser toolbar, client letter toolkit, unclaimed property look-up, IRS actuarial factors, and many other practice aids, tools, calculators, forms and the CCH@Hand functionality.
For more information, call 1-888-CCHREPS (1-888-224-7377), or visit us at CCHGroup.com/TRN.

LexisNexis
9443 Springboro Pike
Miamisburg, OH 45342
Phone: (800) 227-8379
Website: www.lexisnexis.com/taxcenter

Only LexisNexis Tax Center streamlines your tax research to help ensure you don’t miss any critical information. LexisNexis Tax Center is
the only tax product that combines cases, codes, regulations and analytical materials from CCH®, BNA®, Tax Analysts®, Matthew Bender®, Kleinrock and LexisNexis®, giving you the ability to conduct a single search across all this content. Now, with the authority of Shepard’s® for Tax Professionals.

Thomson RIA-WGL-PPC on Checkpoint®
117 East Stevens Avenue
Valhalla, NY 10595-9901
Phone: (866) RIA-SALE (742.7253)
E-mail: ria.thomson.com
Website: www.ria.thomson.com

Choose Another Category

W2/1099 Software

Advanced Micro Solutions, Inc.
1709 S. State Street
Edmond, OK 73013
Phone: (800) 536-1099
Fax: (800) 519-1174
E-mail: info@1099-etc.com

1099-Etc works as Forms Filer/A-T-F Payroll program. Supports multiple clients.

Forms Filer: All 1099, W-2 forms, many others. Supports dot-matrix, HP compatible laser printers. Optional: laser generated forms and
electronic filing.

A-T-F Payroll: Prints all state wage forms (optionally laser generates). Supports deposits, tax deferred plans, check printing, tax calculations, extensive import capability, quarterly state magnetic filing. Visit our website for a free demo!

Choose Another Category

Wealth Management & Financial Planning

Selective Benefits Group
1 Penn Plaza, Suite 2035
New York, NY 10119
Phone: (646) 473-4150
Fax: (646) 473-4111
Contact: Andrew Bluestone
E-mail: ABluestone@Finsvcs.com

Choose Another Category



The CPA Journal is broadly recognized as an outstanding, technical-refereed publication aimed at public practitioners, management, educators, and other accounting professionals. It is edited by CPAs for CPAs. Our goal is to provide CPAs and other accounting professionals with the information and news to enable them to be successful accountants, managers, and executives in today's practice environments.

©2009 The New York State Society of CPAs. Legal Notices