Advisory September 17, 2026 Sponsored
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
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August 18, 2017
My TAXPrep Office from Advanced Tax Solutions is a good fit for tax preparation sites that process a high number of fairly straightforward individual and business tax returns. Ideal for firms or preparers with multiple locations, My TAXPrep Office ...
August 18, 2017
ProConnect Tax Online is completely web-based, with users able to access the program from any platform, including PC’s, Mac’s, and mobile devices. ProConnect Tax Online uses a per-return pricing level, with pricing available for 1040 returns and ...
August 18, 2017
Well-suited for small to mid-sized accounting firms that primarily handle 1040 returns, ProSeries Tax from Intuit is available in two versions; Basic and Professional. Seamless integration with QuickBooks in the Professional version makes ProSeries ...
August 18, 2017
TaxSlayer has over 50 years in the tax preparation business, and continues to offer solid tax compliance applications with TaxSlayer Pro. A good fit for small to mid-sized accounting firms that handle a fair number of returns, TaxSlayer Pro is ...
August 18, 2017
TaxAct Professional Edition, formerly known as TaxAct Preparers Edition is well suited for small firms and sole proprietors that mainly handle high volumes of 1040 returns for individuals. Though their primary market is individuals looking to prepare ...
August 18, 2017
TaxWise from Wolters Kluwer is a good fit for smaller firms that process a significant amount of tax returns. The program is bi-lingual, offering both English and Spanish versions, and an online version of TaxWise is available online for firms that ...
August 18, 2017
UltraTax CS from Thomson Reuters is well suited for larger, full-service accounting firms that are looking for a scalable application that offers solid paperless options. Though UltraTax CS can be used as a stand-alone product, it is far more ...
August 18, 2017
Tax compliance systems are a necessity for the busy tax professional that annually has to sift through the latest laws, what may become law, or what is no longer relevant in order to accurately prepare tax forms for their clients.
August 18, 2017
This competition and need for increased productivity has driven technology innovation in the last few years, from tax document automation, to increased integration options, and mobile expense tracking apps that are focused on keeping solid records for ...
August 18, 2017
Bloomberg BNA offers accountants a variety of tax tools and resources. For accounting firms that need to process estate and gift tax for their clients, BNA Estate and Gift Tax ™ 706 Preparer and BNA Estate & Gift Tax™ 709 Preparer can be a time saver.
August 18, 2017
ATX from Wolters Kluwer is well suited for smaller firms and sole practitioners that process non-complicated tax returns for individuals and clients. ATX also offers both tax law research and practice management integration to create a comprehensive...
August 17, 2017
Cromwell Baun, CPA, PFS, CFA, CFP, CIMA Age: 39 Employer: UBS Financial Services Inc. Title: First Vice President – Wealth Management City/State: Atlanta, GA Website: http://financialservicesinc.ubs.com/team/thestephensonbaunwmg/ Twitter: Professional Associations/Memberships: The Georgia Society of CPAs -Member, Leadership Council -President, Atlanta Chapter -Member, Estate and Financial Planning Advisory Council -Chair, Financial Literacy Task Force -Member, Diversity and...…