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Steven M. Phelan

CPA

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 

2015 Review of Thomson Reuters UltraTax CS

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

Steven M. Phelan

April 17, 2015 

2015 Review of Intuit ProSeries Tax

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.

Steven M. Phelan

April 17, 2015 

2015 Review of CCH ProSystem fx Tax

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

Steven M. Phelan

April 17, 2015 

2015 Review of Drake Tax Software

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 ...

Steven M. Phelan

April 17, 2015 

2015 Review of ATX – CCH Small Firm Services

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

Steven M. Phelan

April 17, 2015 

2015 Review of CCH Axcess Tax

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 ...

Steven M. Phelan

April 16, 2015 

2015 Review of Thomson Reuters Agile Tax

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 ...

Steven M. Phelan

April 16, 2015 

2015 Review of Intuit Tax Online

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.

Steven M. Phelan

April 15, 2015 

2015 Review of Thomson Reuters GoSystem Tax RS

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.

Steven M. Phelan

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston with Computer 4x3 1  551d928e56d4b

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half