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 15, 2015
Lacerte is a tax solution offering from Intuit that has the speed, reliability and comprehensiveness to complete most returns quickly and accurately. Lacerte includes several enhancements for 2014 including improvements in PDF generation, expanded ...
October 10, 2014
EasyACCT Write-Up is an Intuit branded solution designed as a full-service write-up and payroll system. Though this solution extends beyond the typical year-end compliance reporting needs, the price point is such that many accounting professionals may benefit from the other features. Intuit also offers EasyACCT Write-Up as a scaled down W-2 and 1099 reporting only...…
October 10, 2014
Magtax is a year-end form compliance solution provided by American Riviera Software. Magtax is offered in two editions: Standard and Professional. Both offer similar functions, but this review will focus on the Professional edition. Basic System Functions – 4.75 Stars Magtax Professional comes with a five user license and provides for an unlimited number of...…
October 10, 2014
Laser Link is an easy to use year-end compliance reporting solution. Built around forms data entry screens, the system is easy to navigate and use. New for the current release is compatibility with Windows 8/8.1. Basic System Functions – 4.5 Stars Laser Link is a locally installed solution but is also capable for use in...…
October 10, 2014
MAG-FILER is a year-end tax compliance solution used to process W-2 and 1099 forms through paper and electronic filing. The software solution is an all-inclusive design without multiple modules to purchase or consider. Basic System Functions – 4.5 Stars MAG-FILER installs as a local machine program or on a network with multiple users. During the...…
October 10, 2014
W-2/1099 Filer is a year-end form compliance software solution. New for the current release is an enhancement to the on-screen, prior year data view and additions to state electronic filing compliance. Basic System Functions – 4.75 Stars W-2/1099 Filer is installed on local machines, but can also be used in a multi-user, network environment for...…
October 10, 2014
1099-Etc is a payroll software solution designed to prepare a variety of period-end, year-end and related state payroll forms. With available add-on modules, 1099-Etc supports after-the-fact and live payroll, electronic filing and other payroll related functions. Basic System Functions – 4.75 Stars 1099-Etc is a modular system that can be installed locally on machines, through...…
October 10, 2014
After-the-Fact Payroll is part of a suite of products offered by AccountantsWorld. Each product in the product lineup is wholly cloud-based to assist public practitioners in achieving a constant connection to client data. After-the-Fact Payroll is intended as a payroll system, but has a number of features specific to assist in year-end tax reporting. Basic...…
October 10, 2014
Tax-Mate 1099 is a year-end compliance solution that comes in four editions, Print, Print Plus, Transmittal, and Advisor with each edition providing more features, respectfully. This article will focus on Tax Mate 1099 Advisor due to the focused effort on accountant centric features. Basic System Functions – 5 Stars Tax-Mate 1099 Advisor installs on local...…
October 10, 2014
W2 Mate provides an easy to use year-end compliance reporting system. With the ability to integrate with a number of popular accounting systems, W2 Mate offers a solution that is cost effective for preparing W2s and 1099s in-house and by public accounting firms. Basic System Functions – 4.75 Stars W2 Mate installs on local machines...…
September 5, 2014
2011 OVERALL RATING 4.50 800-765-7777 www.proline.lacertesoftware.com Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…
September 5, 2014
OVERALL RATING 4.75 800-968-8900 CS.ThomsonReuters.com Product delivery methods: __x___ On-Premises _____ SaaS __x___ Hosted by Vendor BEST FIRM FIT: Small to mid-sized firms that need advanced workflow functionality. Excellent fit for most full-service tax and accounting firms. STRENGTHS: Integration with other Thomson Reuters CS Suite products, as well as the CheckPoint research...…
