Tax Planning

 W-2G Software : Reporting Gambling Winnings

February 26, 2019 

W-2G Software : Reporting Gambling Winnings

Winnings from any type of gambling is considered to be taxable income, and must be reported to the IRS using Form W-2G.  While that may seem like a straightforward aspect of the tax code, the reporting and withholding rules all depend on the type of gambling involved and the amounts that are won.  Those entities...…

 2013 Review of Intuit ProSeries Professional

April 29, 2013 

2013 Review of Intuit ProSeries Professional

Intuit ProSeries Professional(800) 934-1040www.proseries.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Small to mid-sized firms who need a tool to prepare a high volume of individual returns as well as some business returns Firms who need integrated solutions for Scan and Organize, tax research, fixed assets, data download from...…

 2013 Review of Intuit Tax Online

April 29, 2013 

2013 Review of Intuit Tax Online

Intuit Tax Online(866) 676-9674Accountants.intuit.com/tax/online From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who are either short on cash or unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers in remote locations. Strengths ITO has no “per user” charges...…

 2013 Review of AgileTax by Thomson Reuters

April 29, 2013 

2013 Review of AgileTax by Thomson Reuters

AgileTax by Thomson Reuters(855) 244-5382www.AgileTax.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who need to pay over time or are unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers or preparers in remote locations. Strengths No installation...…

 2013 Review of Drake Tax by Drake Software

April 29, 2013 

2013 Review of Drake Tax by Drake Software

Drake Software(800) 890-9500www.DrakeSoftware.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit: Firms who prepare primarily 1040’s (including multiple locations) who need to also prepare returns for other kinds of entities. Users who want a value-oriented application with a comprehensive suite of solutions for a single price. The company’s most popular...…

CCH-Axcess2

April 23, 2013 

CCH Launches Axcess Suite

CCH announced the launch of its newest cloud-based solution CCH Axcess, the only cloud-based tax preparation, compliance and firm management solution.

Taija Sparkman