2010 CPA's Resource Guide

2010 CPA's Resource Guide

Categories
Abatements – WC & UI Accountants’ Profit Builders Accounting and Auditing Accounting Research Accounting Software Business Intelligence Tools Calculators/Office Products Captive Insurance Client Development & Relationship Building Client Write-Up Software Corporate & Private Client Personal Insurance Cost Segregation CPA Firm Marketing CPA Technology Management CPE Education CPE Products Customer Relationship Management Software Data Extraction & Analysis Software Document Management Document Management (Paperless) E-invoicing Software Electronic Funds Transfer Electronic Tax Payments Estate Planning Estate & Trust Software Estate and Financial Planning Software Ethics Exit Planning Revenue Generation Financial & Philanthropic Planning Financial Planning Financial Services Fixed Assets Integrated Accounting Systems Internet/Web	Like Kind Exchange Marketing Nonprofit Software & Services NYSSCPA Insurance Administrators Paperless Engagement Payroll Services Payroll Software Peer Review Services Philanthropic Planning Productivity Suites Professional Liability Insurance Receivables Financing Retirement & Income Planning Retirement Plan – Administrator for Self-Directed Retirement Plans Revenue Enhancements Risk & Internal Control Management Sales and Use Tax Compliance Products Sales Tax Selling Your Accounting Tax Practice Source Document Automation State Taxes Strategic Alliances Tax Form Library Tax News Tax Compliance/Preparation Tax Research Tax Software 1040 Software Time & Billing W-2/1099 Reporting W2/1099 Software Wealth Management & Financial Planning Web Site Building Tools & Content Write-Up Software

Abatements –WC & UI

Arnold Standard Cos.
55 Front Street
Box 386
Rockville Centre, NY 11571-0386
Phone: (516) 678-3300

Accountants’ Profit Builders

Mostad & Christensen
PO Box 1709
Oak Harbor, WA 98277
Phone: (800) 654-1654
Web Site: www.mostad.com/cj

Accounting and Auditing

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

Bisk Education’s CPEasy division is the nation’s leading multi-media self-study CPE provider in the nation. Choose your CPE in the learning format that best suits your learning style. We offer continuing professional education programs covering all areas including: taxation, accounting and auditing, governmental, ethics, management and specialized knowledge. NCCPAP members receive a 25% discount on Bisk CPEasy programs.

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

Developed from the ground up by auditors, for auditors, ProSystem fx Knowledge Coach combines the industry-specific content and guidance of ProSystem fx® Knowledge Tools with a dynamic audit workflow engine that streamlines the audit planning process, and helps efficiently manage an audit from beginning to end.

ProSystem fx® Knowledge Coach utilizes tailoring questions, integrated data flow, deep diagnostics and customizable libraries to drive dramatic increases in audit efficiency and accuracy.

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

efinancial Careers.com
1040 Avenue of the Americas
Suite 16B
New York, NY 10018
Phone: (800) 380-9040

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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.

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Accounting Software

Maxwell Systems, Inc.
1000 First Avenue
Suite 200
King of Prussia, PA 19406
Phone: (800) 688-8226

UBCC
P.O. Box 758
Taos, NM 87571
Phone: (800) 827-8610

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

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Accounting Software Partners

Queue Associates
42 Broadway, Suite 1814
New York, NY 10004
Phone: (212) 269-1313
Fax: (212) 425-4055
Contact: Gwendolyn Blakemore
E-mail: info@queueassoc.com

Queue Associates, Inc. is a full service technology consulting firm, focused on providing
Microsoft-based solutions to various sized organizations. These solutions include accounting and
finance, project accounting, financial reporting, internet-enabled enterprise resource planning
(ERP), sales force automation, and customer relationship management (CRM) systems. Queue provides a full range of services including installation, implementation and training, customization, and ongoing technical support to clients.

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Business Intelligence Tools

BNY Mellon Wealth Management
200 Park Avenue
New York, NY 10166
Phone: (877) 267-0198
Fax: (212) 922-4590
Contact: Thomas D. Hurlbrink
E-mail: wealthmanagement@bnymellon.com

ProfitCents
5565 Centerview Drive
Suite 201
Raleigh, NC 27606
Phone: (919) 851-7474

Sterling National Bank
650 Fifth Avenue
New York, NY 10019-6108
Phone: (212) 757-3300
Fax: (212) 869-5530
Contact: John C. Millman
E-mail: Opportunities@SterlingNationalBank.com

Sterling National Bank successfully serves the needs of businesses, professionals and individuals
in the NY metropolitan area and beyond. Sterling is well-known for its focus on businesses, an extensive product portfolio and a high-touch approach to customer service. Established in 1929, Sterling National Bank is the principal banking subsidiary of Sterling Bancorp (NYSE: STL), a New York-based financial holding company with assets exceeding $2 billion. Calculators/Office Products

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Calculators/Office Products

Calculators/Office Products
Monroe, The Calculator Company
47 Runway Drive
Suite G
Levittown, PA 19057
Phone: (888) 666-7631

Captive Insurance

National Network of Accountants (NNA)
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN (7526)
Fax: (516) 677-6564
Contact: Kathleen Caridi
E-mail: kathycaridi@nnaplan.com

NNA brings a unique platform to CPA firms, that helps them enhance their relevance to clients, and significantly improve firm profitability, viability, value and growth. 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 providers of commidity accounting and tax services. Our unique systems integrate wealth management services, customized for CPA firms’ unique culture, regulatory environment and business practices.

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Client Development & Relationship Building

National Network of Accountants (NNA)
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN (7526)
Fax: (516) 677-6564
Contact: Kathleen Caridi
E-mail: kathycaridi@nnaplan.com

Client Write-Up Software

AccountantsWorld
140 Fell Court
Hauppauge, NY 11788
Phone: (888) 999-1366
Fax: (631) 232-3481
Contact: Practice Development Consultant
E-mail: marketing@accountantsworld.com
Web Site: www.accountantsworld.com/ar

Web-based Accountant-Centric Accounting Relief simplifies accounting and puts accountants back in the driver’s seat. Clients make bookkeeping entries; then you make adjusting entries and with a few mouse clicks create fully customized financial statements with coversheet, TOC, accountant’s letter, and footnotes. There are no cumbersome file transfers and no client errors. Since everything you and your clients need is integrated into one unified system, you both work collaboratively with you in full command.

UBCC
P.O. Box 758
Taos, NM 87571
Phone: (800) 827-8610

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Corporate & Private Client Personal Insurance

Madison Insurance
65 Madison Avenue, Suite 200
PO Box 1940
Morristown, NJ 07962-1940
Phone: (888) 539-3737

Cost Segregation

IDEA-Data Analysis Software Audimation Services, Inc.
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800, ext. 2066
Fax: (281) 749-0205
Contact: Britt Alexander
E-mail: britta@audimation.com
Web Site: www.audimation.com

Designed by auditors for auditors, IDEA saves you time and effort. With unlimited file size capabilities, IDEA can access and analyze large volumes of data in seconds to extend your auditing capabilities, detect fraud and meet documentation standards. Quickly import, join, analyze, sample, and extract data from almost any source, including PDFs. Visit audimation.com for more information.

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CPA Firm Marketing

National Network of Accountants (NNA)
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN (7526)
Fax: (516) 677-6564
Contact: Kathleen Caridi
E-mail: kathycaridi@nnaplan.com

PAS - Professional Accounting Sales
5755 North Point Pkwy
Suite 3
Alpharetta, GA 30022-1136
Phone: (800) 729-9031

CPA Technology Management

Xcentric, LLC
3015 Windward Plaza
Suite 500
Alpharette, GA 30005
Phone: (678) 297-0066

CPE Education

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

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CPE Products

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

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Customer Relationship Management Software

IncorTech
10721 Business Drive
Fontana, CA 92337
Phone: (888) 200-4171
Fax: (888) 200-4171
Contact: Steve Birdwell
E-mail: moreinfo@incortech.com

IncorTech is a CRM, business management and accounting software implementer providing sales and support since 1998. We offer distribution, project-based and field-service solutions from Deltek, Sage, and Intuit. Products supported include QuickBooks Enterprise Solutions, Deltek
Vision, Sage MAS 90/200/500, SalesLogix, Microsoft CRM, OasisCRM for QuickBooks, SMPlus Service Management and more. IncorTech provides fixed-fee engagements and support plans to help control your project costs.

Data Extraction & Analysis Software

Doc.It Corporation
723 South Casino Center Boulevard
2nd Floor
Las Vegas, NV 89101-6716
Phone: (888) 693-6248, ext. 1
Contact: Roger Mongeon
E-mail: info@doc-it.net

At about a dollar a day per person, Doc.It provides complete digital document management and workflow solutions for public accounting practices, including software, training and implementation services developed by accountants for accountants.

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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® 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.

Worldox - World Software Corporation
124 Prospect Street
Ridgewood, NJ 07450
Phone: (201) 444-3228 / 800-962-6360

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Document Management (Paperless)

Accelerated Information Systems
122A New South Road
Hicksville, NY 11801
Phone: (516) 822-4466, ext. 1

Web-based CyberCabinet – the practical document management system for small to mid-size firms – does a lot more than just eliminate paper in your office. It lets you access documents from anywhere at any time, helps you get source documents easily by letting your clients upload them, and offers your clients the convenience of accessing their finished documents whenever they need them. Plus, CyberCabinet securely stores firm documents offsite for improved disaster recovery.

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E-invoicing Software

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

Electronic Funds Transfer

InterceptEFT
1700 42nd Street South
Suite 2000
Fargo, ND 58103
Phone: (800) 378-3328

InterceptEFT is one of the most technologically advanced processors in the industry. We offer affordable pricing and customized applications combined with experienced, responsive staff. InterceptEFT offers: Direct Deposit, Direct Payment, Check Conversion/Guarantee, Credit Card Processing, Remove Deposit/Image Processing, along with Origination/Wire Software. Let InterceptEFT streamline your financial transactions to Accomplishmore, stressless!

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Electronic Tax Payments

Official Payments
177 Technology Pkwy
Auburn, AL 36830
Phone: (800) 487-4567
Contact: Molly Duram
E-mail: customerservice@officialpayments.com

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Estate & Financial Planning Software

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

Estate & Trust Software

Leimberg & LeClair, Inc.
144 West Eagle Rd, Front
Havertown, PA 19083
Phone: (610) 924-0515
Fax: (610) 924-0514
Contact: Kathleen Maphis
E-mail: leimberg@leimberg.com

Helping Professionals Help Others! with NumberCruncher, the leading estate and financial planning software. NumberCruncher is a powerful easy-to-learn and use, estate and financial planning software. This software is used by the IRS and will automatically compute:

QPRTs,
GRATs,
Charitable Remainder & Lead Trusts,
Private Annuities,
Capital Punishment by Confiscation
and much much more!

For more information on Number Cruncher and other software programs to help run your business more effectively, visit our web site at http://www.leimberg.com or call us at (610) 924-0515.

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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.

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Ethics

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

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Exit Planning Revenue Generation

Exit Planning Institute
2413 West Algonquin Road, Suite 504
Algonquin, IL 60102
Phone: (847) 458-2124

Financial & Philanthropic Planning

National Network of Accountants (NNA)
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN (7526)
Fax: (516) 677-6564
Contact: Kathleen Caridi
E-mail: kathycaridi@nnaplan.com

Financial Planning

More and more, clients are turning to their accountants as trusted advisors for their financial affairs. PFP Relief is the ideal tool at accountants’ disposal to give clients the answers they need. It covers all essential aspects of personal financial planning – Budget/Cash Flow, Net Worth, Retirement Planning, Goal Funding, Education Funding, Mortgage Amortization, and Investment Planning. Moreover, being web-based, it eliminates worries about losing data and installing program updates.

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

Money Tree Software
2430 NW Professional Drive
Corvallis, OR 97330
Phone: (877) 421-9815

National Network of Accountants (NNA)
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN (7526)
Fax: (516) 677-6564
Contact: Kathleen Caridi
E-mail: kathycaridi@nnaplan.com

Strategies For Wealth
800 Westchester Avenue
Suite N409
Rye Brook, NY 10573
Phone: (914) 288-8800 or (914) 288-8943
Fax: (914) 288-8920
Contact: Nancy Allan
E-mail: nallan@strat4wealth.com

Strategies for Wealth, founded in 1934 during one of our country’s most challenging economic periods, has evolved into one of the most prosperous and pioneering groups in the financial services industry. Using a team approach, our accomplished and credentialed advisors push the boundaries of breakthrough thinking to maximize your wealth and bring significant value to your business, career and life. We are here to build your legacy.

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Financial Services

Accion USA
115 East 23rd Street
7th Floor
New York, NY 10010
Phone: (866) 245-0783

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

Official Payments
177 Technology Pkwy
Auburn, AL 36830
Phone: (800) 487-4567
Contact: Molly Duram
E-mail: customerservice@officialpayments.com

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Fixed Assets

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

Red Moon Solutions
2201 Canto Court
Suite 118
Sarasota, FL 34232-6254
Phone: (800) 224-1260
Fax: (941) 379-7111
Contact: Traci Wheeler
E-mail: traci.wheeler@redmoonsolutions.com
Web Site: www.redmoonsolutions.com

Initially designed to support Arthur Andersen’s internal U.S. tax practice, Fixed Assets Manager™ provides comprehensive accounting and tax features and straighforward navigation to simplify daily fixed asset management tasks. FAM is certified to integrate with SAP Business One and Vertex Income Tax and can integrate with various financial platforms. Adaptable to small business needs or complex scenarios of large corporations, FAM is in a class of its own.

Integrated Accounting Systems

Deacom, Inc.
950 W. Valley Road, Suite 3000
Wayne, PA 19087
Phone: (610) 971-2278, ext. 15

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Internet/Web

Blue Hue Interactive
1985 Lookout Drive
North Mankato, MN 56003
Phone: (877) 233-0774

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Like Kind Exchange

Red Moon Solutions
2201 Cantu Court
Suite 118
Sarasota, FL 34232
Phone: (800) 224-1260

Marketing

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

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Nonprofit Software & Services

Araize
130 Iowa Lane
#102
Cary, NC 27511
Phone: (800) 745-4037

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.
Web Site: www.pearlinsurance.com

Pearl Insurance, marketer and administrator of the NYSSCPA Member Insurance Program, offers you and your family high-quality products at affordable group rates! This Term Life, 10- and 20- Year Level Term 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 these valuable and economical plans.

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Paperless Engagement

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

This leading paperless engagement management tool includes an integrated electronic workpaper and trial balance system built from the ground up for efficiency and ease of use. Tight integration with Tax, Document, Knowledge Coach and other products in the ProSystem suite help streamline workflow on audit 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.

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Payroll Services

Created by AccountantsWorld, the pioneer of Accountant-Centric solutions, web-based Payroll Relief lets you process payrolls faster and easier than any other payroll system. We have radically simplified payroll processing and eliminated compliance headaches for you by automating the entire payroll process. Payroll Relief offers you the same capabilities that have enabled payroll service bureaus to turn payroll processing into one of the most profitable services.

ADP Small Business Services
ADP Small Business Services
71 Hanover Road
Florham Park, NJ 07932
Phone: (866) 427-5237

At ADP, we are dedicated to providing products, services and other integrated business solutions to meet the unique needs of accounting professionals and their business clients. Choice and flexibility; you decide what is best for your practice. You can refer your clients to us or run your own payroll business with ADP as your back end processor. Work with us the way that best suits your practice.

SurePayroll
2350 Ravine Way Drive
Suite 100
Glenview, IL 60025
Phone: (877) 954-7873

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Payroll Software

Using the same processing engine as AccountantsWorld’s award-winning Payroll Relief, After the-Fact Payroll is exceptionally comprehensive, robust, and paperless. In addition to everything that a typical W-2/1099 system does, After-the-Fact Payroll prepares and files all quarterly and yearly federal and state payroll forms electronically. With this Accountant-Centric product, your clients’ data is saved on AccountantsWorld’s highly secured servers and eliminates the risk of data loss due to viruses and local hard disk crashes.

Advanced Micro Solutions, Inc.
1709 S State St.
Edmond, OK 73013
Phone: (800) 536-1099
Fax: (800) 519-1174
Contact: Sales
E-mail: info@1099-etc.com
Web Site: www.1099-etc.com
Affordable.
Flexible.
Powerful.

Advanced Micro Solutions' 1099-Etc has been payroll for over 20 years. In that time, what started as a simple 1099 and W-2 form preparation program has blossomed into a robust tax/payroll preparation suite without pricing itself out of the game.

Visit www.1099-etc.com for a free demo!

Cheque-Mate Payroll Solutions
725 Lakefield Road
Suite F
Westlake Village, CA 91361
Phone: (805) 496-7846, ext.105
UBCC
P.O. Box 758
Taos, NM 87571
Phone: (800) 827-8610

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Peer Review Services

R.A. Mercer & Co., D.C.
63 Main Street
Cattaraugus, NY 14719
Phone: (716) 257-9511

Philanthropic Planning

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

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Productivity Suites

Super-charge your entire practice with this diversified suite of 7 online applications. The new breed of web-based accountant-centric solutions pioneered by AccountantsWorld is changing the way accountants service clients and perform client engagements. These pioneering solutions give you capabilities you’ve never had before – letting you work collaboratively with your clients to gain full control and supervisory capabilities over the functions clients perform, thus minimizing client errors.

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

The ProSystem fx® Suite 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 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.

Red Moon Solutions
2201 Cantu Court
Suite 118
Sarasota, FL 34232
Phone: (800) 224-1260
Fax: (941) 379-7111
Contact: Kelley Lear
E-mail: kelly.lear@redmoonsolutions.com
Web Site: www.redmoonsolutions.com/e-tax

eTaxPortal is a feature-rich, online workspace for CPA firms and their clients or corporate tax
departments; which serves as the gateway for enhanced process automation, collaboration, risk management, compliance, information sharing, scheduling, productivity and controls. The eTaxPortal suite provides tax professionals critical productivity modules including:

eTaxFileRoom
eTaxWorkflow
eTaxCalendar
eTaxDataCollector
Audit Room

eTaxPortal provides the power, transparency, and collaboration of other productivity suites, yet it
goes above and beyond by offering something valuably unique by being cost effective and valuepacked, modular, offered as a Software as a Service (SaaS), and its ability to integrate with all existing software.

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Professional Liability Insurance

CAMICO
1800 Gateway Drive, Suite 300
San Mateo, CA 94404
1.800.652.1772
inquiry@camico.com
www.camico.com

CAMICO Mutual Insurance Company was founded by CPAs in the 1980s, introducing a new way of approaching accountants’ professional liability insurance that focuses on helping firms reduce their risk exposure. In addition to comprehensive policy coverage, policyholders have access to a wide range of practice and risk management knowledge and tools, created by CPAs for CPAs. Today, CAMICO continues to be the leader in innovation in practice and risk management issues facing CPAs and in providing CPAs nationwide with new insurance options. To learn more visit www.camico.com

CPA Protector Plan
P. O. Box 15335
Tampa, FL 33684
Phone: (800) 438-1263
Fax: (813) 222-4165
E-mail: cpa@bbprograms.com

The CPA Protector Plan offers small to midsized CPA firms Professional Liability Insurance.
This flexible program can handle the unique coverage needs for the growing range of services provided by the 21st century CPA Firm. Visit our website (www.cpaprotectorplan.com) to see a complete list of products and services. A list of agents is provided on the site or contact us for an agent near you.

Herbert H. Landy Insurance Agency
75 Second Avenue
Needham, MA 02494
Phone: (800) 336-5422
Fax: (800) 344-5422
Contact: John Torvi
E-mail: johnt@landy.com
Web Site: www.landy.com

The Herbert H. Landy Insurance Agency has been a national leader in providing Professional Liability Insurance for Accountants, Tax Preparers and Bookkeepers since 1962. Celebrating our 60th year of business, we offer underwriting experience, broad coverage options, superior service and risk management programs. We take pride in our commitment to understanding your Professional Liability Insurance needs.

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Receivables Financing

The Receivables Exchange
220 Camp Street
5th Floor
New Orleans, LA 70130
Phone: (800) 658-5880

Retirement & Income Planning

Brentmark Software, Inc.
3505 Lake Lynda Drive
Suite 119
Orlando, FL 32817-8333
Phone: (800) 694-7624

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Retirement Plan – Administrator for Self- Directed Retirement Plans

Entrust Northeast, LLC
13 Rockland Terrace
Verona, NJ 07044
Phone: (973) 857-8058
Fax: (973) 857-8880
E-mail: info@entrustnortheast.com
Web Site: www.entrustnortheast.com

Entrust Northeast specializes in comprehensive account administration and transaction support services for self-directed retirement plans. Their services and expertise enable investors to diversify their retirement portfolios by making real estate and other alternative investments within tax-advantaged accounts. They provide presentations to CPA’s, investors, advisors and other professionals throughout the tri-state area to help them better understand their investment options and regulations involved in self-directed accounts.

Revenue Enhancements

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

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Risk & Internal Control Management

eProcess Manager®
333 W. Broadway, # 318
Long Beach, CA 90802

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Sales and Use Tax Compliance Products

CCH, a Wolters Kluwer business
Phone: (866) 513-CORP
Web Site: SalesTax.com

CCH, a Wolters Kluwer business, offers the CorpSystemô suite 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:

Sales Tax Office

Sales Tax Office is a state-of-the-art bolt-on tax calculation system from CCH which combine industry-leading tax rate and taxability content from CCH with highly accurate jurisdiction boundary information and sophisticated logic capable of supporting the most complex situsing and tax calculation rules.

Sales Tax Returns Online

This Software as Service (SaaS) offers outsourcing convenience with the ease of online accessibility for companies seeking sales and use tax efficiency. With Sales Tax Returns Online, CCH stores their tax information in its secure servers and completes the forms. The system 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.

Sales Tax Online

For retailers with multi-state business or eCommerce activity, Sales Tax Online is a Software as Service (SaaS) solution that enables them to calculate sales taxes for different locations. Sales Tax Online 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 1-866-513-CORP (1-866-513-2677) or visit SalesTax.com.

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Sales Tax

SALT Link, LLC
709 Westchester Avenue
White Plains, NY 10604
Phone: (914) 715-7221
Fax: (914) 517-2703
Contact: David Seiden
E-mail: djseiden@saltlink.com
Web Site: www.saltlink.com

SALT Link enables CPA firms to offer high quality state and local tax services to their clients. We specialize in multi-state income/franchise tax and sales/use tax matters including:

Audit Representation
Nexus Analysis
Credits/Incentives Review
Product Taxability Matrix
M&A Salt Analysis
SALT Planning

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Selling Your Accounting Tax Practice

Accounting Transition Advisors
1230 Avenue of the Americas
7th Floor, #744
New York, NY 10020
Phone: (866) 279-8550
Fax: (913) 262-8700
Contact: Joel Sinkin
E-mail: jsinkin@transitionadvisors.com

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Source Document Automation

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.

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State Taxes

SALT Link, LLC
709 Westchester Avenue
White Plains, NY 10604
Phone: (914) 715-7221
Fax: (914) 517-2703
Contact: David Seiden
E-mail: djseiden@saltlink.com
Web Site: www.saltlink.com

SALT Link enables CPA firms to offer high quality state and local tax services to their clients. We specialize in multi-state income/franchise tax and sales/use tax matters including:

Audit Representation
Nexus Analysis
Credits/Incentives Review
Product Taxability Matrix
M&A Salt Analysis
SALT Planning

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Strategic Alliances

CPA Partners
500 N. Broadway
Suite 107
Jericho, NY 11753
Phone: (516) 719-0150

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

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Tax Form Library

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

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Tax Compliance/Preparation

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

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 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 onscreen 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 Suite 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 CCHGroup.com/Tax.

Drake Software
235 East Palmer Street
Franklin, NC 28734
Phone: (800) 890-9500

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Tax News

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

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Tax Research

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

IntelliConnect® is the first research platform that automatically searches your entire CCH® library and gives you unprecedented access to the industry’s best content and tools. You’ll be able to scour your entire CCH library of world-class tax and accounting information with IntelliConnect. Never again will you have to wonder if you’re looking in the right place; IntelliConnect searches it all and delivers results in filtered, organized lists.

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

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Tax Software

2nd Story Software
The Makers of TaxACT
1425 60th Street NE
Suite 300
Cedar Rapids, IA 52402
Phone: (800) 573-4287
Fax: (319) 447-4674
Contact: Customer Service
E-mail: service.taxact.com
Web Site: www.taxact.com/cpajournal

Powerful AND Affordable Tax Software! TaxACT Preparer’s software streamlines the tax preparation process while improving the bottom line for your business.

Preparer’s 1040 - $119
Prepare unlimited 1040 returns.
Preparer’s 1040 Enterprise - $199
Powerful networking & more!
Preparer’s 1040 Bundle - $559
Save money! Preparer’s 1040, 1040
All-States, & Unlimited E-filing.

Try TaxACT FREE! Visit www.taxact.com/cpajournal or call 1-800-573-4287 for your Free Evaluation Software.

CFS Tax Software
1445 Los Angeles Avenue
Suite 214
Simi Valley, CA 93065
Phone: (800) 343-1157

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1040 Software

Powerful AND Affordable Tax Software! TaxACT Preparer’s software streamlines the tax preparation process while improving the bottom line for your business.

Preparer’s 1040 - $119
Prepare unlimited 1040 returns.
Preparer’s 1040 Enterprise - $199
Powerful networking & more!
Preparer’s 1040 Bundle - $559
Save money! Preparer’s 1040, 1040
All-States, & Unlimited E-filing.

Try TaxACT FREE! Visit www.taxact.com/cpajournal or call 1-800-573-4287 for your Free Evaluation Software.

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Time & Billing

The Accountant’s Partner
1376 SW 11th Street
Miami, FL 33184
Phone: (800) 553-2862

Web-based Practice Relief performs traditional time and billing functions with utmost ease. Most importantly, it gives what you need for enhancing your practice – reports and analyses that present a true picture of where you stand. Practice Relief is simple, yet highly functional and comprehensive. It makes performing the key functions for managing and enhancing your practice, easier than you thought possible.

Tab3
1621 Cushman Dr.
Lincoln, NE 68512
Phone: (402) 419-2200
Contact: Ken Merkt
E-mail: kmerkt@tab3.com

TPS Software Inc.
PO Box 75530
RPO Edgemont Village
N. Vancouver, BC V7R 4X1 Canada

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W-2/1099 Reporting

Greatland Corporation
2480 Walker Avenue NW
Grand Rapids, MI 49544
Phone: (800) 968-1099

W2/1099 Software

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

Affordable.
Flexible.
Powerful.

Advanced Micro Solutions' 1099-Etc has been redefining how small business looks at tax and payroll for over 20 years. In that time, what started as a simple 1099 and W-2 form preparation program has blossomed into a robust tax/payroll preparation suite without pricing itself out of the game.

Visit www.1099-etc.com for a free demo!

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Wealth Management & Financial Planning

Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 874-7877
Fax: (813) 627-9441
Contact: Valerie Wendt, Product Manager
Email: val@bisk.com
Web Site: www.cpeasy.com/nycpa

BNY Mellon Wealth Management
200 Park Avenue
New York, NY 10166
Phone: (877) 267-0198
Fax: (212) 922-4590
Contact: Thomas D. Hurlbrink
E-mail: wealthmanagement@bnymellon.com

National Financial Network, LLC
990 Stewart Avenue
Garden City, NY 11530
Phone: (646) 885-2819
Fax: (212) 764-6972
Contact: Veronica Chang
E-mail: vchang@natfin.net

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Web Site Building Tools & Content

Designed exclusively for accountants, Website Relief lets you harness the power of the Internet to manage your practice more effectively, enhance client services, and get new clients. Website Relief includes dozens of templates to choose from, all the web pages you need, and many valuable tools. You also get a client portal to give your clients access to their W-2’s, financials, and documents with you in full control.

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Write-Up Software

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 adjusted 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 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.

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.