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Steven M. Phelan


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.

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Product & Service Guide

2014 Review of Thomson Reuters GoSystem Tax RS

GoSystem Tax RS is among the most sophisticated tax compliance systems currently serving the accounting profession. Solely offered as an Internet-based solution, 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. New for the current release is a new Microsoft Excel mapping tool and the start of a multi-year project that aims to unify all data entry screens.

Product & Service Guide

2014 Review of Thomson Reuters UltraTax CS

UltraTax CS is part of the CS Professional Suite of products, which is an integrated lineup of tax and accounting solutions. With multiple integration point options both inside and outside the CS Professional Suite, UltraTax CS focuses on a streamlined interface to help accounting practitioners work efficiently. New features for the current release include a streamlined update system and feature enhancements due to Affordable Care Act (ACA) and the Defense of Marriage Act (DOMA).