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 21, 2014
Lacerte Tax is the top-tier tax software solution offered by Intuit. Introduced 30 years ago, Lacerte Tax remains supported by Intuit and continues to be a popular tax solution for accounting professionals. New for the current year are significant enhancements to the electronic filing functionality and updates to error diagnostics.
October 2, 2013
As we began 2013, taxpayers were shrouded in a cloud of uncertainty concerning taxes. That seemed to quickly be resolved for this year and into 2014, but we are now faced with a number of new tax and payroll issues.
April 29, 2013
As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.
September 27, 2012
Advanced Micro Solutions — 1099-Etc800-536-1099www.1099-etc.com From the Oct. 2012 Review of Professional Payroll Systems. Best Firm Fit: Accounting professionals providing annual and quarterly payroll reporting for clients or are only processing payroll for a few small clients Strengths Cost effective system to achieve payroll compliance reporting Integration with popular small business accounting software to provide...…
September 27, 2012
ADP, Inc. — RUN Powered by ADP Payroll for Accountants855-408-3751www.accountant.adp.com From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals looking to provide full service payroll options to small businesses with 100 or fewer employees and prefer a web-based interface Strengths Internet-based to achieve anytime, anywhere payroll processing Integrates with most...…
September 27, 2012
AccountantsWorld — Payroll Relief888-999-1366www.accountantsworld.com From the October 2012 review of professional payroll systems. Best Firm Fit: Accountants in public practice looking to expand service offerings or process payroll in a cost effective manner without the administrative burden Strengths Designed with accounting professionals in mind Good management and analytical tools Fully automated for payments and compliance...…
September 27, 2012
Thomson Reuters – Accounting CS Payroll800-968-8900CS.ThomsonReuters.com From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting firms processing a large volume of small client payroll for their clients. Strengths Batch process multiple company payrolls at one time Multiple integration points Strong employee self-service offerings Potential Limitations Must purchase accounting solution to process...…
September 27, 2012
SurePayroll, a Paychex Company877-954-7873www.surepayroll.com From the October 2012 review of professional payroll systems. Best Firm Fit Accounting professionals looking for a payroll service resell opportunity for their clients and to centrally manage multiple client payrolls Strengths Strong Internet and mobile apps to process payroll virtually anywhere Patent-Pending One-Click Payroll to process payroll with one mouse...…
September 27, 2012
Sage – Sage HRMS 2012866-271-6050na.sage.com/sage-hrms From the October 2012 review of professional payroll systems. Best Firm Fit: Organizations seeking a comprehensive in-house solution to manage payroll and human resource functions for up to 1,000 employees Strengths Strong SQL database platform to ensure data is shared accurately Ability to process US and Canadian payroll Employee history...…
September 27, 2012
Intuit Online Payroll for Accounting Professionals888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals mainly reliant on the QuickBooks accounting software platform but need a higher level of outsourced payroll support Strengths Internet-based solution to allow anytime payroll processing Provide platform for collaborating with clients on various payroll tasks...…
September 27, 2012
Intuit — QuickBooks Payroll Enhanced for Accountants888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals currently using QuickBooks extensively throughout their practice who need a cost effective way to manage live and after-the-fact payroll Strengths Cost effective service to enhance payroll functions built into QuickBooks Full range of custom...…
September 27, 2012
CompuPay, A BenefitMall Company — PayrollOnline877-729-6299www.compupay.com From the 2012 Review of professional payroll systems. Best Firm Fit: Larger organizations looking for an Internet based solution or that may require more support and guidance on processing payroll Strengths Easy to use employee portal is included with the service Strong support options are included Company setup is...…
