Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.
April 17, 2015
UltraTax CS centers on eliminating repetitive data entry and other resource consuming tasks to add efficiency to office workflow. When coupled with other solutions within the CS Professional Suite lineup, UltraTax CS becomes a comprehensive tax compliance
April 17, 2015
ProSeries provides a comprehensive professional compliance system at an economical price. ProSeries software efficiently guides users through the common steps of tax preparation of collecting and importing data to electronically filing returns accurately.
April 17, 2015
CCH ProSystem fx Tax is the desktop tax compliance solution from Wolters Kluwer Tax & Accounting US and continues to be an award winning offering. With multiple integration points, ProSystem fx Tax provides users multiple avenues to automate the tax retur
April 17, 2015
Drake Software provides an all-inclusive system providing users all the tools necessary to process tax returns and simple accounting. Drake Software continues to be a strong advocate for sole practitioner tax preparers and continues to provide ...
April 17, 2015
TaxWise, a tax solution provided by CCH Small Firms Services, aims to expedite tax preparation with quick data entry. TaxWise also includes a multitude of services to assist tax professionals efficiently serve clients and grow their business.
April 17, 2015
ATX is a solution designed to simplify the tax filing process. Geared towards sole-practitioners and seasonal tax preparers, ATX is simple to navigate and includes multiple integration points for maximum efficiency. New this year is the introduction of iF
April 17, 2015
Bloomberg BNA has long been a research source for tax and estate planning. Though a full featured tax solution is not available, there are two niche products released annually – BNA 706 Preparer and BNA 709 Preparer. Both solutions offer the highest ...
April 17, 2015
For this year’s tax software reviews, we looked at eleven tax software solutions. As in prior years, we separated the reviews into two broad categories – Advanced Workflow and Traditional Workflow.
April 17, 2015
CCH Axcess Tax is a tax compliance and workflow solution built specifically for the cloud. As part of the CCH Axcess suite, the solution lends itself directly to remote access and provides users multiple integration points allowing users multiple ...
April 16, 2015
Agile Tax is a solution for the professional tax practice looking to use cloud technology as a competitive advantage. With a simple interface and pricing structure, sole practitioners and small firms gain access to a flexible tax preparation solution ...
April 16, 2015
Intuit Tax Online is a tax solution intended for sole-practitioners and small firms looking for a mobile tax preparation option. New this year are continued efforts to enhance the user interface and the ability to capture electronic signatures.
April 15, 2015
GoSystem Tax RS provides a solution to serve the most sophisticated domestic and international tax situations. GoSystem Tax RS is fully scalable to meet the needs of medium size firms and larger and offers a reliable platform to handle large data sets.
