2011 CPA's Resource Guide

Categories

Accountants’ Profit Builders

Mostad & Christensen
PO Box 1709
Oak Harbor, WA 98277
Phone: (800) 654-1654

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/
NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

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Accounting Software

Accountants World
140 Fell Court
Hauppauge, NY 11788
Phone: (888) 999-1366
Fax: (631) 232-3481
Contact: Practice Development Consultant
E-mail: marketing@accountantsworld.com

Accountant-Centric Accounting Relief puts accountants back in the driver’s seat. This unified accounting system incudes a powerful write-up, trial balance, and financial reporting capabilities for your professional work, as well as a complete bookkeeping system for your clients. With Accounting Relief you minimize client errors and streamline the entire accounting process by customizing the bookkeeping system for each client and providing guidance. http://www.accountantsworld.com/ar

Cougar Mountain Software
7180 Potomac Drive
Boise, ID 83704
Phone: (800) 388-3038

Epicor Software Corporation
18200 Von Karman Avenue
Suite 1000
Irvine, CA 92612
Phone: (949) 585-4000

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

UBCC
Box 678
Taos, NM 87571
Phone: (800) 827-8610

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Accounting Software Partners

Queue Associates
420 Lexington Avenue
Suite 300
New York, NY 10170
Phone: (212) 269-1313

Accounts Receivables Collections

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

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Asset-Based Lenders

Crestmark
625 N. Flager Drive
Suite 400
West Palm Beach, FL 33401
Phone: (888) 832-2867

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Banking Services

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

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Business Services

Energy Plus®
3711 Market Street, 10th Floor
Philadelphia, PA 19104
Phone: (877) 866-9193

Captive Insurance

National Network of Accountants (NNA)
300 South Oyster Bay Road
Syosset, NY 11791
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)
300 South Oyster Bay Road
Syosset, NY 11791
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.

Ran One Americas, LLC
215 Hallock Road
Suite 4
Stony Brook, NY 11790
Phone: (800) 806-8050

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

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Client Write-Up Software

UBCC
Box 678
Taos, NM 87571
Phone: (800) 827-8610

Cost Segregation

Construction Cost Recovery
(CCRTaxAudit.com)
55 West Red Oak Lane
White Plains, NY 10604
Phone: (914) 694-3800

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CPA Firm Marketing

National Network of Accountants (NNA)
300 South Oyster Bay Road
Syosset, NY 11791
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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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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

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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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

Micron Systems Inc
266 Harristown Road
Glen Rock, NJ 07452
Phone: (201) 652-2229

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Document Management

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

Document Management (Paperless)

Computhink, Inc.
860 Parkview Boulevard
Lombard, FL 60148
Phone: (630) 705-9050

Doc-It Inc.
723 South Casino Centre Boulevard
Las Vegas, NV 89101-6716
Phone: (888) 693-6248

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E-invoicing Software

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

Estate & Trust Software

Gillett Publishing
1920 Pyramid Peak
Loveland, CO 80538
Phone: (888) GEMS-706 (436-7706)
Fax: (970) 667-6224
Contact: Todd Studer
E-mail: tstuder@gillettpublishing.com

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Estate Planning

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

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Exit Planning Revenue Generation

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

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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

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

National Network of Accountants (NNA)
300 South Oyster Bay Road
Syosset, NY 11791
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.

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

H. D. Vest Financial Services
6333 North State Highway 161
4th Floor
Irving, TX 75038
Phone: (800) 742-7950

National Insurance Brokerage
2101 Park Center Drive
Suite 210
Orlando, FL 32835
Phone: (800) 291-7985

National Network of Accountants (NNA)
300 South Oyster Bay Road
Syosset, NY 11791
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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Incorporating Services

American Incorporators
1220 North Market Street
Suite 808
Wilmington, DE 19801
Phone: (800) 421-2661

Interstate Document Filings Inc.
208 West State Street
Trenton, NJ 08608
Phone: (800) 842-9990

NEED TO INCORPORATE?
Complete Incorporation Package Includes: Preparation – State Filing Fees – Corporate Kit via UPS

Registered Agent Services Available

NEED TO DISSOLVE or REINSTATE or AMEND?
Qualified Staff to Help Accomplish Your Corporate or LLC Goals! All 50 States. Simply
Call.

INTERSTATE DOCUMENT FILINGS INC.
Toll free 800-842-9990
margenjid@yahoo.com

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Mortgage Financing

Equity Now
1370 Avenue of the Americas
New York, NY
Phone: (212) 664-8900

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

Paper Shredding

Code Shred
1 Industrial Plaza
Building EZ
Valley Stream, NY 11581
Phone: (516) 431-5484

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Payroll Services

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/pr

Created exclusively for accountants by Accountantsworld, web-based Payroll Relief radically simplifies payroll processing and eliminates compliance headaches. So if you’re serious about your payroll practice, act now. There is simply nothing else that can make payroll processing any faster, easier or more profitable than Payroll Relief. Right now for a limited time, it’s just $997 for a full year of unlimited payroll processing.

Automatic Data Processing, Inc. (ADP, Inc.)
1 ADP Boulevard
Roseland, NJ 07068
Phone: (866) 4AS-KADP
Web Site: http://accountant.adp.com

ADP is committed to providing accounting professionals with a variety of ways to handle the payroll needs of their clients. Organizations of all sizes, in every industry, trust ADP’s proven expertise and technology for all their employer needs, including payroll, tax, HR and benefits administration. Check out our website, www.accountant.adp.com, to find out more about our programs for you and your clients.

Precision Payroll
6318 Amboy Road
Staten Island, NY 10309
Phone: (718) 966-1708

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Payroll Software

Cheque-Mate Payroll Solutions
725-F Lakefield Road
Westlake Village, CA 91361
Phone: (800) 755-7846
Contact: Carl Bender
E-mail: carl@chequemate.com

Insta-Pay® – With our 25 years of experience as a payroll software developer and payroll service, we have put together one of the nation’s leading small business payroll platforms.

  • All Fed & State forms printed on blank paper
  • EFTPS, E-File & Direct Deposit
  • MICR encoding on blank stock
  • Tracks all taxes, distributions and funding requirements

Visit our website for more info www.chequemate.com
Contact: Carl Bender – carl@chequemate.com

nP Systems Inc.
6318 Amboy Road
Staten Island, NY 10309
Phone: (718) 966-1708

PenSoft
151 Enterprise Drive
Newport News, VA 23603
Phone: (888) PENSOFT (888-736-7638)
Fax: (757) 873-1733
E-mail: info@pensoft.com

PenSoft offers sophisticated, comprehensive software packages for payroll and employee management. PenSoft® Payroll and PenSoft Employee Tracker™ make complex, time-consuming tasks as simple as a few keystrokes.

With PenSoft’s products and services you can have a full robust payroll package. Offer direct deposit, 94X e-filing, remote time entry, and other ancillary products with PenSoft Payroll!

Free updates and Program Support all registered users.

UBCC
Box 678
Taos, NM 87571
Phone: (800) 827-8610

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Peer Review Services

R.A. Mercer + Co., P.C.
6455 Lake Avenue
Orchard Park, NY 14127
Phone: (716) 675-4270
Fax: (716) 675-4272
Contact: Kathryn Larracuente, CPA
E-mail: KaLarracuente@ramercercpa.com

Philanthropic Planning

National Network of Accountants (NNA)
300 South Oyster Bay Road
Syosset, NY 11791
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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Presentation Materials

ImageOne
P. O. Box 141580
Walker, MI 49514-1580
Phone: (800) 462-4366

Professional Conduct Expert

Robert S. Asher
43 Drake Road
Scarsdale, NY 10583
Phone: (914) 723-0799

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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

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, a national leader in providing Professional Liability Insurance, introduced the first Professional Liability insurance policy specifically created for Accountants in 1962. It remains the industry standard for accounting professionals. As NationalAdministrator for an A++ (A.M. Best) rated company, we take pride in understanding the Professional Liability needs of your practice.

Contact us at 800-336-5422 or visit us at www.landy.com.

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Retirement & Income Planning

Brentmark Software, Inc.
3505 Lake Lynda Drive
Suite 119
Orlando, FL 32817-8333
Phone: (800) 879-6665

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

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Sales and Use Tax Compliance Products

Avalara
435 Ericksen Avenue NE
Suite 250
Bainbridge Island, WA 98110
Phone: (206) 826-4900

Sales Tax

Avalara
435 Ericksen Avenue NE
Suite 250
Bainbridge Island, WA 98110
Phone: (206) 826-4900

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Selling Your Accounting Tax Practice

PAS - Professional Accounting Sales
5755 N. Point Parkway
Suite 3
Atlanta, GA 30022
Phone: (800) 729-9031

Software Suites

Deacom, Inc.
950 West Valley Road
Suite 3000
Wayne, PA 19087
Phone: (610) 971-2278
Web Site: www.deacom.net/home/erp-software-functions/accounting.aspx

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

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Source Document Audimation

SurePrep
17890 Skypark Circle
Suite 100
Irvine, CA 92614
Phone: (800) 805-8582
Contact: Bret Wier
E-mail: sales@sureprep.com

SurePrep’s electronic tax workpaper solutions and advanced OCR tools are used by nearly half of the top 100 accounting firms in the country. With SurePrep’s solutions, accountants have the ability to work smarter, not harder, while increasing productivity and profitability. Since 2002, SurePrep’s products and services have been used in the preparation of over 700,000 tax returns.

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State Tax Audits

Buxbaum Sales Tax Consulting, LLC
Phone: (845) 352-2211
Web Site: www.nysalestax.com

Succession/Acquiring and Merging Accounting Firms

Accounting Transition Advisors, LLC
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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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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

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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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

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Tax Preparation/Compliance

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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

FileYourTaxes.com
P. O. Box 7657
Oxnard, CA 93031-7657
Phone: (805) 644-9398

Gary S. Cohen CPA P.C.
75 Lotus Oval North
Vlley Stream, NY 11581

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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

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
    Poweful networking & more!
  • Preparer’s 1040 Bundle - $559
  • Save money! Preparer’s 1040, 1040 All-States, & Unlimited E-filing.

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

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1040 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

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
    Poweful networking & more!
  • Preparer’s 1040 Bundle - $559
  • Save money! Preparer’s 1040, 1040 All-States, & Unlimited E-filing.

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

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Time & Billing

TPS Software, Inc.
P.O. Box 75530
RPO Edgemont Village
North Vancouver, BC V7R 4X1 Canada
Phone: (888) 877-2231

W2/1099 Software

Advanced Micro Solutions, Inc.
1709 South State Street
Edmond, OK 73013
Phone: (800) 536-1099

IDMS Account Ability
560 Broadhollow Road #109
Melville, NY 11747
Phone: (800) 582-5831

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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/NYSSCPA2011RG

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYSSCPA2011RG or call 800-874-2099.

Valley National Bank
1455 Valley Road
Wayne, NJ 07470
Phone: (800) 522-4100
Contact: Jeffery Kraft
E-mail: jkraft@valleynationalbank.com

Valley National Bank operates 200 branches throughout Manhattan, Brooklyn, Queens and New Jersey. Valley offers a wide range of personal and business deposit products mortgage loans, commercial loans and lines of credit, equipment financing, cash management, wealth management, financial/estate planning, and insurance services exclusively for accountants, accounting firms, and their clients. Valley’s delivery channels enable customers to bank in person, by telephone or online.

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Website Building Tools & Content

E. Mochila Inc.
2601 Mission Street
Suite 503
San Francisco, CA 94110
Phone: (866) 340-5652

New York Tax Directory Services, LLC
420 Jericho Turnpike, Suite 325
Jericho, NY 11753
Phone: (800) 507-4860
Fax: (516) 931-1903
Contact: Peter Alizio
Email: palizio@nytaxdirectory.com

The New York Tax Directory is an online tax directory. This allows accountants the ability to create a fully searchable profile. Web site visitors will be able to find accountants by zip code, services offered, industry, and credentials. Other features include our member only forum, cpe calendar, and career corner. www.nytaxdirectory.com

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