Tax

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November 16, 2011 

Form 1099-B Software – Proceeds From Broker and Barter Exchange Transactons

Using the E-File Magic 1099-B software you can print, mail, and e-File your 1099-B forms with ease. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your...…

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November 16, 2011 

Form 1099-A Software – Acquasition or Abandonment of Secured Property

Using the E-File Magic 1099-A software you can print, mail, and e-File your 1099-A forms with ease. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your...…

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November 16, 2011 

Form 1098-T – Tuition Statement

Using the E-File Magic 1098-T software you can print, mail, and e-File your 1098-T forms with ease. You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit...…

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November 16, 2011 

Form 1098-E Software – Student Loan Interest Statement

Using the E-File Magic 1098-E software you can print, mail, and e-File your 1098-E forms with ease. You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit...…

 The Evolution of Write-Up Continues

November 16, 2011 

The Evolution of Write-Up Continues

Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…

 Form 1098-C Software – Contributions of Motor Vehicles, Boats, and Airplanes

November 16, 2011 

Form 1098-C Software – Contributions of Motor Vehicles, Boats, and Airplanes

With E-File Magic’s user friendly 1098-C software you can print, mail, and Using the E-File Magic 1098-C software you can print, mail, and e-File your 1098-C forms with ease. You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import...…

20111098softwareimage_10451608

November 16, 2011 

Form 1098 Software – Mortgage Interest Statement

Using the E-File Magic 1098 Software you can print, mail, and e-File your 1098 forms with ease. Unlike our competitors we do not charge expensive licensing fees for our software. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import...…

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October 6, 2011 

Intuit Lacerte Tax Planner

800-765-7777 www.lacertesoftware.com    2011 Overall Rating 4.5 Best Fit  Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System...…

Isaac M. O'Bannon

thomsonreuters_10442587

October 6, 2011 

Thomson Reuters – Planner CS

800-968-8900 www.cs.thomsonreuters.com    2011 Overall Rating 4.75 Best Fit With tight integration among the tax preparation, research, document management, portals and other solutions from Thomson Reuters, Planner CS is best suited to users of the vendor’s CS Professional Suite, but can also be valuable as a stand-alone system. Strengths Includes tax code for federal &...…

Isaac M. O'Bannon

bna_10442586

October 6, 2011 

BNA Software – BNA Income Tax Planner

800-424-2938 www.bnasoftware.com    2011 Overall Rating 5 Best Fit Practices offering individual income tax planning services to clients with varying needs, up to and including high net worth individuals with significantly complex income channels and assets. Strengths Intuitive interface & navigation Comprehensive tax calculations & analyses Up to 20 side-by-side comparisons Excellent reporting & graphical...…

Isaac M. O'Bannon

cch_10442578

October 6, 2011 

CCH, a Wolters Kluwer business — ProSystem fx Planning

800-739-9998 www.cchgroup.com    2011 Overall Rating 4.25   Best Fit  Full-service accounting professionals using the integrated ProSystem fx Suite to serve broad client bases.   Strengths Excellent integration with ProSystem fx Tax & Engagement Up to 30 side-by-side cases Ease-of-use   Potential Limitations Plans limited to four years of projections Aside from exporting into other...…

Isaac M. O'Bannon

RedGear

October 5, 2011 

RedGear Technologies — TaxWorks Tax Planner

800-230-2322 www.taxworks.com   2011 Overall Rating 4   Best Fit Firms using TaxWorks who want to expand into tax planning as a client service offering, or want a simple add-on tool for performing quick projections. Strengths Easy to use Adjustable inflation projection Inexpensive Integration with TaxWorks Potential Limitations Generally basic planning capabilities Limited report customization...…

Isaac M. O'Bannon