Smart Stops on the Web

Windom’s World

Wyoming-based accountant and tax preparer Jarvis Windom offers professional preparers free tax resources at his nuts-and-bolts e-stop. Users can scroll down his home page for links to many tax software Web sites, which provide free demos for preparing electronically filed returns and tax forms, rates and tables.

News and Reviews

Information technology consultants and CPAs can tap into the e-version of The CPA Software News magazine and access its features and columns, buyer’s guides, detailed software reviews and due diligence tables for estate planning.

Free Conversion and Evaluation Copy

Intuit’s Web site for ProSeries tax preparation software offers CPAs and professional preparers a free evaluation CD including forms to e-file, as well as a free CPE self-study course. The company says it will convert new users’ client data for free.

For Tax Preparers

After utilizing this site’s online tax prep software for a one-time fee of $24.95, CPAs and tax professionals can e-file client returns for free and access resources such as a detailed explanation of the new provisions of the 2003 Tax Relief Act, a tax glossary and links to forms, tables and worksheets. The site also has a collection of personal finance calculators CPAs can use when advising clients.

Take a TaxCut

This e-commerce site for H&R Block’s TaxCut software offers free resources such as sections on tax law changes and tax planning. Users also can access a tax estimator and a withholding calculator and discover the “Top Ten Overlooked Deductions.”

Visualize No Matter the Size

Whether CPAs and tax pros are filing individual or corporate client tax returns, this Web site offers its tax prep software in a unique way—in the same format as the paper version. Visual Business Tax and Visual 1040, 1041 and 991 tax software mirrors the hard-copy forms, making e-filing easier by giving professionals a familiar platform on which to work.

For Businesses on the Grow

Small business owners will want to bookmark this Web stop for information and links to online resources in categories such as business management, hiring and firing, marketing and planning and selling and valuing a business.

A World of Information

First listed as a Smart Stop in the January 2001 issue, this Web site continues to offer headline news and feature stories on topics such as consulting, e-business and financial planning and financial calculators for estate planning, payroll and tax. New sections include a quote of the day, membership polls and Off the Books, which offers users a time-out with cartoons.

And Then There Were Three

It all began with ( JofA , Jul.97, page 18), followed a few years later by ( JofA , Sep.00, page 24). Now this popular search engine boasts another addition to the family— This offshoot offers the same search capabilities as its predecessors, but has customized its home page to link directly to Web sites on biz-related topics such as banking, brokerage services, currency markets and international trade.

Tax and Financial Planning Resource

This Web stop offers articles such as “Don’t Get Burned: Select the Right Charity” and “New Rules and Strategies for Capital Gains Tax,” as well as links to Web sites for more information on tax and financial planning. Also, provides answers to frequently asked questions, tips and financial calculators on, for example, group term life insurance and yearend tax planning. Best of all, everything here is free.

On the Fast Track

Fast Company , the “magazine for a generation of business leaders with high expectations for their companies,” offers readers an e-copy of the latest issue at its Web site, which includes all of the hard-copy content of the publication as well as some extras such as online polls. Article categories include career, human resources and marketing and branding.

A Collection of Paycheck Tools

Users who visit this e-stop can double-check their paychecks’ tax deductions in three different ways: They can check on the impact of tax changes on income, determine whether employers have implemented payroll tax changes or check the accuracy of changes made to withholding taxes. Users also can access free calculators for bonus pay and employee stock options, for example.


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.