Latest Articles

August 27, 2018 

Tax Slayer Pro has been offering tax preparation software to accounting professionals for over 20 years. Best suited for small to mid-sized firms that prepare a fairly high number of returns, the product is available in three editions: Classic, ...

Mary Girsch-Bock

August 27, 2018 

ProSeries Tax from Intuit is best suited for small to mid-sized accounting firms that primarily prepare individual 1040’s though the product does offer the option to process business returns as well. ProSeries Tax is available in two editions: Basic ...

Mary Girsch-Bock

August 27, 2018 

TaxAct Professional Edition is well suited for small to mid-sized firms and tax preparers that handle a high number of 1040 forms. Previously geared towards individuals, TaxAct Professional now offers a variety of options for both 1040 and business ...

Mary Girsch-Bock

August 27, 2018 

UltraTax CS is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for large accounting firms, UltraTax CS can be used as a stand-alone application, but performs best when coupled with other CS Professional Suite ...

Mary Girsch-Bock

August 27, 2018 

For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. The e-Organizer will also be included for unlimited tax ...

Mary Girsch-Bock

August 27, 2018 

ProConnect Tax Online is best suited for both multi-service and tax-only firms that are small and growing. ProConnect Tax Online processes both individual and business returns, and offers easy online access, with users able to access the application ...

Mary Girsch-Bock

August 27, 2018 

Canopy offers a series of software products designed for the professional accounting office, including Practice Management, Document Management and a client portal. Canopy also offers Tax Resolution, a great solution for CPAs that wish to guide their ...

Mary Girsch-Bock

August 27, 2018 

GoSystem Tax RS from Thomson Reuters best suited for mid-sized and large firms that process more complex returns such as consolidated corporate returns, life insurance returns, and tax equalization returns. GoSystem Tax also offers individual tax ...

Mary Girsch-Bock

August 27, 2018 

Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes for clients. As a consistent winner of CPA Practice Advisor’s Reader’s Choice Awards annually since 2004, Drake ...

Mary Girsch-Bock

August 27, 2018 

Roslyn Haynie Banks, EA, MAcc, BBA Founder & CEOAdelaide Rose, LLCKilleen, TXwww.HaynieBanks.com Social Media: Facebook: https://www.facebook.com/roslyn.banks.986 Instagram: @adelaide.rose11 https://www.instagram.com/adelaide.rose11/ LinkedIn: https://www.linkedin.com/in/roslynbanksea Professional Associations/Memberships: Target 3 Chairman “Building Your Economic Legacy” for the Mu Theta Omega Chapter of Alpha Kappa Alpha Sorority, Inc. (AKA) Capital of Texas Enrolled Agents (CTEA) National Association of Enrolled Agents (NAEA)...…

August 27, 2018 

Kevin Bong Co-Founder and COOAuditFile, Inc.San Francisco, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated cloud-based audit automation solution that empowers firms to prepare for the future of auditing. Kevin draws on his dual degree...…

August 27, 2018 

Megan D. Lewczyk, CPA, MAcc COOYaeger CPA ReviewKailua, Hawaiiwww.yaegercpareview.com LinkedIn: https://www.linkedin.com/in/mlewczyk/ Twitter: @MeganLewczyk   Career Highlights: I decided to venture off the traditional public accounting path early in my career to pursue my passion for creating the next generation of CPAs. I was appointed in May 2017 to Chief Operating Officer at Yaeger CPA Review after...…