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The Tax Adviser Resource Guide
Please note: This item is from our archives and was published in 2010. It is provided for historical reference. The content may be out of date and links may no longer function.
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The Tax Adviser is the AICPA’s monthly journal of tax planning, trends and techniques. Find the latest issue of The Tax Adviser at AICPA.org.
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Tax Planning Forums
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EDUCATION
Association for Financial Professionals
4520 East West Highway
Bethesda MD 20814
301-907-2862
Fax: 301-907-2864
California Lutheran University, MBA in Financial Planning
60 West Olsen Road
Thousand Oaks CA 91360
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William Howard Taft University
600 South Cherry Street, Suite 525
Denver CO 80246
303-867-1155
ESTATE PLANNING
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Arlington VA 22202
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FINANCIAL PLANNING
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FINANCIAL SERVICES
Bank of America Merrill Lynch
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Charlotte NC 28255
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Schaumburg IL 60173-2096
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H.D. Vest Financial Services
6333 North State Highway 161, 4th Floor
Irving TX 75038
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Newkirk Products, Inc.
15 Corporate Circle
Albany NY 12203
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U.S. Trust, Bank of America Private Wealth Management
114 West 47th Street
New York NY 10036
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FIRM MARKETING
Build Your Firm
29 Boston Post Road, Suite A
Madison CT 06443
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Newkirk Products, Inc.
15 Corporate Circle
Albany NY 12203
800-525-4237
Fax: 518-862-3355
Newkirk, a leading tax and financial publisher for over 35 years, delivers clear, concise, cost effective printed and electronic marketing communications for your clients and prospects. Products include booklets, HTMLs, newsletters, etc. Review materials and order online at www.npi-opus.com. Also available: CPE credit courses through our subsidiary, McKay Hochman. Visit www.mhco.com.
INSURANCE
CAMICO
1800 Gateway Drive, Suite 300
San Mateo CA 94404
800-652-1772
NONPROFIT SOFTWARE
Cougar Mountain Software
7180 Potomac Drive
Boise ID 83706
800-388-3038
Guidestar USA, Inc.
1730 Pennsylvania Avenue N.W.
Washington DC 20006
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Sage North America
56 Technology Drive
Irvine CA 92618
866-996-SAGE
OUTSOURCING SERVICES
SandMartin—Outsourcing Experts
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Hauppauge NY 11788
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SandMartin—Outsourcing Experts
New Delhi/Noida/Mumbai India
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RETIREMENT PLANNING
Equity Trust Company
225 Burns Road
Elyria OH 44035
440-323-5491 ext. 255
Genworth Financial Investment Services, Inc.
200 N. Martingale Rd.
Schaumburg IL 60173-2096
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New Delhi/Noida/Mumbai India
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SALES & USE TAX
Vertex Inc.
1041 Old Cassatt Rd.
Berwyn PA 19312
800-355-3500
Fax: 610-640-5892
As the leading provider of tax technology solutions for customers worldwide, Vertex offers leading-edge products and services to help companies streamline tax compliance processes across every major line of business tax including income, sales, consumer use, VAT, communications, and payroll.
SEC REPORTING SOFTWARE
WebFilings
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Ames IA 50010
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SELLING A TAX PRACTICE
Accounting Practice Sales, Inc.
1207 Tremont Street
Mansfield TX 76063
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STATE TAX
BNA Tax & Accounting
1801 S. Bell St.
Arlington VA 22202
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TAX FORMS
Copanion Inc.
One Tech Drive
Andover MA 01810
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TAX PLANNING SOFTWARE
BNA Software
1801 S. Bell Street
Arlington VA 22202
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TAX PREPARATION SOFTWARE
CCH Small Firm Services
(ATX & TaxWise)
3550 George Busbee Parkway
Kennesaw GA 30144
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Copanion Inc.
One Tech Drive
Andover MA 01810
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RedGear Technologies
1265 Sportsplex Drive
Kaysville UT 84037
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Thomson Reuters
7322 Newman Boulevard
Dexter MI 48130
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Vertex Inc.
1041 Old Cassatt Road
Berwyn PA 19312
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TAX RESEARCH
BNA Tax & Accounting
1801 S. Bell Street
Arlington VA 22202
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Fax: 703-341-1623
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1041 Old Cassatt Road
Berwyn PA 19312
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Fax : 610-640-5892
1040 SOFTWARE
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WORKFLOW SOLUTIONS
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AICPA PRODUCTS
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888-777-7077
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