2012 CPA's Resource Guide

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

Harvest Investments
100 Tower Drive, Suite 211
Burr Ridge, IL 60527
Phone: (630) 734-0301
Fax: (630) 734-0317
Contact: Jennifer Feit
E-mail: sales@harvestinvestments.com
Harvest - Your Investment Audit Expert

Harvest believes that ALL stakeholders in investment portfolios have the right to receive an
unbiased valuation from a truly independent source, and to understand the true nature and risks of their holdings. Using Harvest ensures that you can “get behind” your investment prices. Our pricing reviews contain documentation required to meet PCAOB, FASB, GASB and AICPA financial reporting guidelines.

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Accounting Research

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/ARM2012
CCH Accounting Research Manager

Accounting Research Manager (ARM) goes beyond the basic guidance that is normally offered. Instead, ARM translates complex information into easy-to-understand language with interpretations written by practicing accountants that clearly define the rules from your perspective. Seamlessly integrated with ProSystem fx Engagement and Knowledge Coach, and updated 5 times a day, ARM provides you with information you can trust in a format you can use.

Accounting Software

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to growth. Unlimited use for only $1495 for a full year.

Carillon ERP
12221 Merit Drive, Suite 550
Dallas, TX 75251
Phone: (972) 437-2230

Epicor Software Corporation
7683 Southfront Road
Livermore, CA 94551
Phone: (800) 999-1809

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

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to growth. Unlimited use for only $1495 for a full year.

ADP
71 Hanover Road
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call (631) 845-5712.

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Banking Services

TD Bank - America’s Most
Convenient Bank
1350 Avenue of the Americas
New York, NY 10019
Contact: Mark Gusinov, Store Manager
Phone: (212) 918-4100
E-mail: Mark.Gusinov@TD.com
Web Site: www.tdbank.com

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.

Business Intelligence Tools

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/ARM2012
CCH Accounting Research Manager

Accounting Research Manager (ARM) goes beyond the basic guidance that is normally offered. Instead, ARM translates complex information into easy-to-understand language with interpretations written by practicing accountants that clearly define the rules from your perspective. Seamlessly integrated with ProSystem fx Engagement and Knowledge Coach, and updated 5 times a day, ARM provides you with information you can trust in a format you can use.

U.S. Captive Planning Associates, Inc.
300 South Oyster Bay Road
Syosset, NY 11791
Phone (877) 95-USCPA
Contact: David Kotowski
E-mail: dkotowski@uscpa.org

USCPA specializes in assisting both clients and their advisors through the entire process of establishing a captive insurance company. Our team consists of individuals with over 100 years of combined experience in the area of captives, risk management and insurance services. Since 1986 we have established over 450 captives both domestically and offshore and currently rank in the top ten worldwide. Our team also includes both CPAs and attorneys. www.USCPA.org.

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Captive Insurance

U.S. Captive Planning Associates, Inc.
300 South Oyster Bay Road
Syosset, NY 11791
Phone (877) 95-USCPA
Contact: David Kotowski
E-mail: dkotowski@uscpa.org

USCPA specializes in assisting both clients and their advisors through the entire process of establishing a captive insurance company. Our team consists of individuals with over 100 years of combined experience in the area of captives, risk management and insurance services. Since 1986 we have established over 450 captives both domestically and offshore and currently rank in the top ten worldwide. Our team also includes both CPAs and attorneys. www.USCPA.org.

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Client Development & Relationship Building

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.

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: sales@accountantsworld.com
Website: www.accountantsworld.com/AR

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

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

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Cost Segregation

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

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

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Data Extraction & Analysis Software

IDEA - Data Analysis Software
1250 Wood Branch Park Drive, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: J. 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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Document Management

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

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Document Management (Paperless)

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Document2012
CCH Pfx Document

ProSystem fx® Document manages the full range of documents found in an accounting practice
– from tax returns to client correspondence, employee records and email – reducing the costs
associated with creating and storing paper documents. By having all your documents in one central, searchable repository, you’ll be ready to deliver better client service by minimizing time spent searching for binders or pieces of paper.

Computhink, Inc.
151 E. 22nd Street
Lombard, IL 60148
Phone: (630) 705-9050

Computhink’s ViewWise Solution has the ability to automate business processes, reduce costs, increase productivity, improve customer service, assist in compliance, and provide integration
with existing business applications. ROI is usually achieved in under 90 days. Call us today or visit www.computhink.com to schedule a Needs Analysis!

Doc.It
723 South Casino Centre Boulevard, 2nd Floor
Las Vegas, NV 89101-6716
Phone: (888) 693-6248, ext. 6

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E-invoicing Software

Nexus Systems
6401 Arlington Boulevard, Suite 800
Falls Church, VA 22042
Phone: (703) 524-9101

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Estate & Financial Planning Software

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

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

Visit us at www.leimberg.com

Estate Planning

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

CCH, a Wolters Kluwer business
Phone: (800) CCH-REPS
Web Site: CCHGroup.com/FEPL2012
CCH Financial and Estate Planning Library

The Financial and Estate Planning Library provides all of the information you need to effectively
plan estates in one easy-to-use online resource. The Library offers a unique combination of the text of the federal estate, gift, and generation-skipping tax law, explanations of that law, and examples of how to apply the law in real world situations.

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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Financial Planning

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

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

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

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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Financial Services

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

Strategies for Wealth
800 Westchester Avenue
Suite N409
Rye Brook, NY 10573
Phone: (914) 288-8943
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.

TD Bank - America’s Most Convenient Bank
1350 Avenue of the Americas
New York, NY 10019
Contact: Anthony Viskovich,
Small Business Relationship Manager
Phone: (212) 918-4168
E-mail: Anthony.Viskovich@TD.com
Web Site: www.tdbank.com

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Incorporating Services

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

Integrated Accounting Systems

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to
growth. Unlimited use for only $1495 for a full year.

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Internet/Web

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

Website Relief is the first website builder created exclusively for accountants. With Website Relief, you can build a personalized professional site in just minutes that gets noticed and attracts
new clients to your firm. It also includes a secure online client portal, personalized Web email for
your firm, and online tax calculators and tools. Showcase your firm’s capabilities and manage client relationships online – all for just $595 per year.

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Knowledge Management

CCH, a Wolters Kluwer business
Phone: (888) CCH-REP
Web Site: CCHGroup.com/KnowledgeConnect2012
CCH KnowledgeConnect

KnowledgeConnect is a central, indexed, and easy-to-search knowledge management system that will empower staff to make faster and more informed business decisions, avoid work redundancies and reduce project cycle times.

KnowledgeConnect will also allow you to:

• Quickly find the best answers for improved customer service
• Eliminate work redundancies by documenting special knowledge
• Easily identify subject-matter expert

Lawyers

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

Marketing Financing

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

Directory Listings from AccountantsWorld have helped accountants nationwide attract tens of thousands of new clients. We make sure that your firm’s listing is prominently displayed on Google, Bing, Yahoo, and other major search engines. Simply put, it’s an easy, low-cost and effective way to put your firm in front of business owners and taxpayers in your area precisely when they’re looking for their next accountant. Just $495 per year.

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Mortgage Financing

Equity Now
1370 Avenue of the Americas
New York, NY 10019
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.

NYSSCPA Insurance Administrators

Pearl Insurance
1200 E. Glen Avenue
Peoria Heights, IL 61616
Phone: (800) 342-6501
Fax: (309) 688-5444
Contact: NYSSCPA Insurance Administrators
E-mail: affinitysales@pearlinsurance.com
Web Site: www.nysscpainsurance.com

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, Medicare Supplement, Long-Term Care, Dental, Automobile, and
Homeowners Insurance. Call us today at 800-342-6501 or visit www.nysscpainsurance.com to learn more about these comprehensive plans customized for NYSSCPA members.

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Outsourcing Services

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call (631) 845-5712.

Paperless Engagement Software

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Engagement2012
CCH Pfx Engagement

ProSystem fx® Engagement puts the power of paperless engagements in your hands. The software streamlines your processes at all stages of an engagement, with integrated workflow features for project tracking, reporting, review, sign-off, and archiving. With seamless integration to Accounting Research Manager, ProSystem fx Knowledge Coach and Tax, Engagement is the strategic hub for both your audit and your tax workflows.

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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: sales@accountantsworld.com
Website: www.code997.com

The cloud-based Payroll Relief from AccountantsWorld is designed exclusively for accountants to offer payroll services to their clients. Whether you’re processing payroll for employers with one employee or 1,000, Payroll Relief makes processing faster, easier, and more profitable than any other system. How? By automatically handling computations, direct deposit, tax deposits, e-filing, and all compliance. That’s why more and more accountants are switching to Payroll Relief every day. And for a limited time, you pay just $997 for a full year of unlimited payroll processing.*

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call (631) 845-5712.

Precision Payroll
6318 Ambot Road
Staten Island, NY 10309
Phone: (888) 74PAYROLL

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

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AccountantsWorld
140 Fell Court
Hauppauge, NY 11788
Phone: (888) 999-1366
Fax: (631) 232-3481
Contact: Practice Development Consultant
E-mail: sales@accountantsworld.com
Website: www.code997.com

The cloud-based Payroll Relief from AccountantsWorld is designed exclusively for accountants to offer payroll services to their clients. Whether you’re processing payroll for employers with one employee or 1,000, Payroll Relief makes processing faster, easier, and more profitable than any other system. How? By automatically handling computations, direct deposit, tax deposits, e-filing, and all compliance. That’s why more and more accountants are switching to Payroll Relief every day. And for a limited time, you pay just $997 for a full year of unlimited payroll processing.*

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call (631) 845-5712.

Cheque-Mate Payroll Solutions
725-F Lakefield Road
Westlake Village, CA 91361
Phone: (800) 755-7846
Contact: Carl Bender
E-mail: carl@chequemate.com
Web Site: www.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 and 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 United States
Phone: (718) 966-1708
Fax: (718) 966-8427
Contact: Howard Prussack
E-mail: npsys@aol.com

PenSoft
151 Enterprise Drive
Newport News, VA 23603 United States
Phone: (888) PEN-SOFT (736-7638)
E-mail: info@pensoft.com
Web Site: www.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, online document management, and other ancillary products with PenSoft Payroll!

Free tax updates and Program Support.

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Peer Review Services

R.A. MERCER + CO., P.C.
6455 Lake Avenue
Orchard Park, NY 14127
Phone: (716) 675-4270

Practice Management

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

The cloud-based Practice Relief from AccountantsWorld allows you to perform traditional time and billing functions with the utmost ease. It includes an innovative time tracker, scheduler, custom invoicing and A/R functions, and full integration with our Accounting Relief system. But Practice Relief goes even further, by offering the reports and analysis you need for a true 360-degree view of your practice and your clients. Just $395 per year.

ImagineTime, Inc.
P. O. Box 159
Bostic, NC 28018
Phone: (877) 520-1525

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Productivity Suites

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

Transform your entire practice with the Power Practice System - a suite of 8 fully integrated,
cloud-based solutions for accounting, payroll, document and practice management, and much more. For the first time, you can work collaboratively with your clients on accounting and payroll, streamline your processes to create a smoother workflow, and cost-effectively attract new clients.
And for a limited time, you can get the entire system for just $195 per month for a full year.

Professional Conduct Expert

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

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Professional Employer Organization

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York –call (631) 845-5712.

Professional Liability Insurance

CAMICO
1800 Gateway Drive, Suite 300
San Mateo, CA 94404
Phone: (800) 652-1772

CAMICO was founded by CPAs in 1986, 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. Sponsored by 16 state CPA societies and associations, CAMICO serves more than 7,800 accounting firms.

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 Aency has been a national leader in providing Accountants Professional Liability insurance since 1962. Now featuring expanded coverage features and more
competitive pricing, we put our years of underwriting experience and world-class service to work for you. Our new easy way to use EXPRESS application for qualifying firms offers a two-year policy option, locking in rates for two years.

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Retirement & Income Planning

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York –call (631) 845-5712.

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

Brentmark® Software provides personal financial planning products and services for professionals: estate, financial, and retirement planning software; informational web sites (such as
NewRMD.com and RothConversions.com); and online calculations (CalcTools.com). Software
products include Retirement Plan Analyzer, Estate Planning Tools, PFP Notebook™, Retirement Distributions Planner, Kugler Estate Analyzer™, Income Strategy Generator™, Charitable Financial Planner, Estate Planning Quick View, and Savings Bond Toolkit.

Next Generation Trust Services, LLC
75 Livingston Avenue, 3rd Floor
Roseland, NJ 07068
Phone: (888) 857-8058
Fax: (973) 533-1088
E-mail: info@nextgenerationtrust.com
Web Site: www.nextgenerationtrust.com

Next Generation Trust Services, LLC specializes in comprehensive account administration and
transaction support services for self- directed retirement accounts. The neutral third-party professionals of Next Generation Trust Services, headed by founder/CEO Jaime Raskulinecz, provide guidance to account holders who are building more diverse retirement portfolios with the nontraditional investments allowed through self-direction such as real estate, precious metals, private placements, commercial paper, and more.

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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Risk Management

U.S. Captive Planning Associates, Inc.
300 South Oyster Bay Road
Syosset, NY 11791
Phone (877) 95-USCPA
Contact: David Kotowski
E-mail: dkotowski@uscpa.org

USCPA specializes in assisting both clients and their advisors through the entire process of
establishing a captive insurance company. Our team consists of individuals with over 100 years of
combined experience in the area of captives, risk management and insurance services. Since 1986 we have established over 450 captives both domestically and offshore and currently rank in the top ten worldwide. Our team also includes both CPAs and attorneys. www.USCPA.org

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Sales and Use Tax Compliance Products

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants’clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York –call (631) 845-5712.

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

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Sales Tax

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

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Self-Directed Retirement Plans

Next Generation Trust Services, LLC
75 Livingston Avenue, 3rd Floor
Roseland, NJ 07068
Phone: (888) 857-8058
Fax: (973) 533-1088
E-mail: info@nextgenerationtrust.com
Web Site: www.nextgenerationtrust.com

Next Generation Trust Services, LLC specializes in comprehensive account administration and
transaction support services for self-directed retirement accounts. The neutral third-party professionals of Next Generation Trust Services, headed by founder/CEO Jaime Raskulinecz, provide guidance to account holders who are building more diverse retirement portfolios with the nontraditional investments allowed through self-direction such as real estate, precious metals, private placements, commercial paper, and more.

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Software Retailers

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

Transform your entire practice with the Power Practice System - a suite of 8 fully integrated,
cloud-based solutions for accounting, payroll, document and practice management, and much more. For the first time, you can work collaboratively with your clients on accounting and payroll,
streamline your processes to create a smoother workflow, and cost-effectively attract new clients.
And for a limited time, you can get the entire system for just $195 per month for a full year.

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Software Suites

Deacom, Inc.
950 West Valley Road, Suite 3000
Wayne, PA 19087
Phone: (610) 972-2278

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Tax Compliance/Preparation

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions.
Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call 631-845-5712.

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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

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

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/Mobile2012
CCH MOBILE – Tax News

Receive daily Federal and State Tax News for FREE from the most trusted source in the industry, CCH Incorporated. Download the CCH Mobile Tax News Highlights application and register to begin receiving the days’ top tax headlines on both Federal and State tax topics. No CCH subscription required!

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Tax Preparation/Compliance

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions.
Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call 631-845-5712.

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

Tax Research

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/Treatises2012
CCH Expert Treatise Library: Federal
Taxation of Partnerships and Partners

The CCH® Expert Treatise Library: Federal Taxation of Partnerships & Partners provides complete, in-depth analysis of all aspects of partnership taxation. Written by prominent experts in the field, the treatise offers numerous examples and expert insights, and also allows users to easily access cited cases, regulations, IRS rulings, the Internal Revenue Code and other authoritative sources via links to the primary source documents.

CCH, a Wolters Kluwer business
Phone: (800) CCH-REPS
Web Site: CCHGroup.com/IntelliConnect2012
CCH IntelliConnect

The most powerful research platform available, IntelliConnect gives you unprecedented access to the industry’s best content and tools. Specifically designed for the way you work, IntelliConnect features an intuitive interface that’s simple and easy to learn. You can search your entire CCH library in just a few seconds – IntelliConnect delivers your results in filtered, organized lists.

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Tax Software

Tax ACT
2nd Story Software
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: prep.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 prep.taxact.com/cpajournal or call 1-800-573-4287 for your FREE Evaluation Software.

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

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1040 Software

Tax ACT
2nd Story Software
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: prep.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 prep.taxact.com/cpajournal or call 1-800-573-4287 for your FREE Evaluation Software.

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Time & Attendance Systems

ADP
71 Hanover Rd.
Florham Park, NJ 07932
Phone: (973) 294-8814
Fax: (973) 712-3140
Contact: Amy Selich
E-mail: amy.selich@adp.com

With nearly $10 billion in revenues, ADP is a leading provider of business outsourcing solutions,
offering a wide range of HR, payroll, compliance, tax and benefits administration solutions.
Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com. For more information in New York – call 631-845-5712.

Time & Billing

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

The cloud-based Practice Relief from AccountantsWorld allows you to perform traditional time and billing functions with the utmost ease. It includes an innovative time tracker, scheduler, custom invoicing and A/R functions, and full integration with our Accounting Relief system. But Practice Relief goes even further, by offering the reports and analysis you need for a true 360-degree view of your practice and your clients. Just $395 per year.

TPS Software Inc.
P.O. Box 75530
RPO Edgemont Village
North Vancouver, BC V7R 4X1 Canada
Phone: (888) 877-2231
Fax: (866) 510-2240
Contact: Thomas Dawson
E-mail: tomd@tpssoftware.com

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Trial Balance

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to growth. Unlimited use for only $1495 for a full year.

Trial Balance Software

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to growth. Unlimited use for only $1495 for a full year.

W2/1099 Software

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

IDMS Account Ability
560 Broadhollow Road #109
Melville, NY 11747
Phone: (800) 582-5831
Contact: Sales Department
E-mail: sales@idmsinc.com
Web Site: www.idmsinc.com

Powerful, Complete and Affordable W-2 and 1099 Software! Account Ability prepares information returns - 1098, 1099,3921, 3922, 5498, W-2G -and annual wage reports - W-2, W-2C - quickly and easily.

• Electronic Filing
• Plain Paper Filing
• Electronic Delivery
• Bulk Taxpayer Identification Number Matching
• IRS Section 6039 Compliant
• IRS Section 6050W Compliant
• Imports Spreadsheets and Delimited Text Files
• Demo Version Available

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Wealth Management & Financial Planning

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

More and more, clients are turning to their accountants as trusted advisors for their financial affairs. The cloud-based PFP Relief is the ideal tool for accountants to give clients the answers they need since it has been developed exclusively for accountants to offer PFP services to their
clients. PFP Relief covers all essential aspects of PFP—Budget/Cash Flow, Net Worth, Retirement Planning, Goal Funding, Education Funding, Mortgage Amortization, Investment Planning and Asset Allocation. Only $395 per year.

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 & auditing, governmental, ethics, management and specialized knowledge. NYSSCPA members receive a 15% discount on Bisk CPEasy programs. For more information visit CPEasy.com/NYCPA 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

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

Website Relief is the first website builder created exclusively for accountants. With Website Relief, you can build a personalized professional site in just minutes that gets noticed and attracts
new clients to your firm. It also includes a secure online client portal, personalized Web email for
your firm, and online tax calculators and tools. Showcase your firm’s capabilities and manage client relationships online – all for just $595 per year.

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Website Development

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

Website Relief is the first website builder created exclusively for accountants. With Website Relief, you can build a personalized professional site in just minutes that gets noticed and attracts
new clients to your firm. It also includes a secure online client portal, personalized Web email for
your firm, and online tax calculators and tools. Showcase your firm’s capabilities and manage client relationships online – all for just $595 per year.

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

Accounting Relief is the only comprehensive cloud accounting solution that includes write-up and trial balance for your firm and bookkeeping for your clients. By working collaboratively with your clients in one integrated system, you can eliminate client errors and open new paths to growth. Unlimited use for only $1495 for a full year.

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