Tax

facetimeicon_10406766

September 5, 2014 

Are Your Clients Getting Enough FaceTime?

Those of you who are “chronologically challenged,” as am I, will remember the bad old days of pink “While U Were Out” slips, Franklin Planners and multiple phone calls through secretary-controlled switchboards. Fortunately, we now have Outlook, smartphones and direct inward dial telephone systems … and that’s just the beginning! Today’s modern practitioner is making...…

Gregory L. LaFollette

obannon_bluejacket_102592721_10276428

September 5, 2014 

Three Buzzwords That Really Changed the Profession

Column: Tricks & Tips From the April/May 2011 Issue As the technology editor for this publication for nearly nine years, I’ve witnessed many significant, and even a few monumental changes in the technologies and workflow practices of tax and accounting firms. From the transition to the paperless office, to automated tax documents, the ongoing SaaS...…

Isaac M. O'Bannon

pip_headshot_0411_10237917

September 5, 2014 

Beyond Just Business: A Strategy That Works

?9222 In economic climates such as this, when jobs are somewhat scarce, markets are in flux and retirement can seem so far away, it’s natural for some to cling to what levels of stability they have, whether it’s Linus and his “security blanket,” or a comfortably permanent job as an in-house accountant for a large...…

Isaac M. O'Bannon

 Thomson Reuters — Planner CS

September 5, 2014 

Thomson Reuters — Planner CS

800-968-8900 www.cs.thomsonreuters.com Planner CS provides professional tax planning and analysis of federal, state and non-resident state income tax using multiple scenario-based plans, and includes tools for client communication and professional reporting. The program is a part of the Thomson Reuters CS and ES suites of professional tax and accounting products and offers direct integration with...…

tvgcertif_10177667

September 5, 2014 

The Versatile Group, Inc. — CertiflexDimension

8230 800-237-8435 www.CertiflexDimension.com The Versatile Group offers professional accounting and business management systems under the CertiflexDimension brand. The company’s professional Client Write-Up program and integrated business accounting series includes full GL, AR and AP, along with integrated reconciliation features, after-the-fact payroll, comprehensive financials, reporting, advanced journal management utilities and multiple data import options. The system...…

 Tax Planning More Important Than Ever

September 5, 2014 

Tax Planning More Important Than Ever

With a tight economy and creeping growth causing more and more Americans to be more miserly in their spending or to at least budget more stringently, they often overlook a potential for significant savings. Or perhaps they don’t think about the potential until it’s too late. Unfortunately, the latter is likely the case because they…

 Thomson Reuters — Accounting CS

September 5, 2014 

Thomson Reuters — Accounting CS

800-968-8900 www.cs.thomsonreuters.com Thomson Reuters debuted its new Accounting CS system earlier this year, offering a unified professional application that combines write-up, trial balance, financials reporting, and live and after-the-fact payroll processing and compliance system. It also includes web-based client-side accounting that integrates directly with the professional package, thereby enabling greater collaboration, streamlining write-up and payroll...…

 CYMA Systems, Inc. — CYMA

September 5, 2014 

CYMA Systems, Inc. — CYMA

6411 800-292-2962 www.cyma.com CYMA Systems has developed business and professional accounting systems since 1980, with current solutions that include Client Write-Up, business accounting, non-profit fund accounting, payroll, inventory management and job costing. The company’s CYMA IV Financial Management System is the core of each of its programs, including the write-up system, which has available modules...…

 Thomson Reuters — ONESOURCE Sales & Use Tax

September 5, 2014 

Thomson Reuters — ONESOURCE Sales & Use Tax

4999 characters 800-865-5257 onesource.thomson.com/salesanduse ONESOURCE is a high-performance platform for a suite of tax and accounting products that provide an integrated solution for corporations managing multiple tax types such as Income, Property, and Sales & Use. The ONESOURCE Sales & Use Tax product is available in both locally installed and a web-hosted version, which is...…

 Imaging Science & Services, Inc. – ISSI Tax Compliance Solutions

September 5, 2014 

Imaging Science & Services, Inc. – ISSI Tax Compliance Solutions

1645 characters 866-723-7409 www.issimage.com Just as sales tax compliance issues grow with the evolution of a business, so does the issue of managing non-taxed sales that necessitate exemption certificates. Depending on a business’ industry and nature, managing these certificates can be a significant challenge, and one that can lead to compliance issues with not only...…

 SpeedTax — SpeedTax Core, Plus & Pro

September 5, 2014 

SpeedTax — SpeedTax Core, Plus & Pro

6254 characters 888-349-2441 www.SpeedTax.com SpeedTax offers automated sales tax capabilities for businesses using various accounting, sales and ERP systems from QuickBooks and the Sage family of products, up through Microsoft Dynamics, as well as SAP Business One and R/3. The program is designed to integrate with the various components of the accounting and business management...…

 CFS Tax Software, Inc. — CA and NY Sales Tax Preparer

September 5, 2014 

CFS Tax Software, Inc. — CA and NY Sales Tax Preparer

4920 characters 800-343-1157 www.taxtools.com CFS Tax Software has been providing various accounting and small business software since its founding in 1989, with its most popular applications including live and after-the-fact payroll and wage reporting, W-2 and 1099 reporting, and property tax compliance. The vendor also offers various programs for Schedule D basis tracking, tax planning,...…