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.
For information on how you can place your ad in this section, please contact AICPA Advertising Sales at advertisingsales@aicpa.org or call 800-873-1677.
BUSINESS LICENSES AND PERMITS
Business Licenses, LLC
21 Robert Pitt Drive, Suites 310–318
Monsey NY 10952
800-679-3611
COST SEGREGATION
Ernst & Morris Consulting Group, Inc.
2190 Dallas Highway
Marietta GA 30064
770-427-4000
CPA EXAM REVIEW
Kaplan CPA Review
332 Front Street South, Suite 501
La Crosse WI 54601
608-779-5599
CPE
Association for Financial Professionals
4520 East West Highway
Bethesda MD 20814
301-907-2862
Fax: 301-907-2864
In three days earn over 30 CPE credits at the AFP Annual Conference, November 7–10, San Antonio. With over 120 sessions, 10 relevant tracks and face-to-face time with colleagues, the AFP Annual Conference has what you need to succeed, including the latest legislation and regulation information on key accounting issues.
Becker Professional Education
3005 Highland Parkway
Downers Grove IL 60515
877-273-8238
Becker Professional Education is a global leader in professional education serving the accounting, finance and project management professions. Becker offers Continuing Professional Education that covers the critical topics today’s accounting professionals need to know, such as taxation, IFRS, revenue recognition, fair value, audit, fraud and much more.
Bisk Education
9417
Princess Palm Ave.
Tampa FL 33619
800-404-7439
www.CPEasy.com/TTA10RG
Choose from group-study, self-study, online, live and more! Stop wasting time and money with multiple CPE sources. Your search for convenience and value is over—CPEasy has an unmatched selection of review materials in all formats, for all states. Get hundreds of credits from one convenient source.
CPE Link
4320 Stevens Creek Blvd., Suite 282
San Jose CA 95129
800-616-3822
Kaplan Schweser
332 Front Street South, Suite 501
La Crosse WI 54601
608-779-5599
National Association of Certified Valuation Analysts (NACVA)
1111 Brickyard Road, Suite 200
Salt Lake City UT 84106-5401
800-677-2009
Newkirk Products, Inc.
15 Corporate Circle
Albany NY 12203
800-525-4237
Fax: 518-862-3355
Tax Planning Forums
500 Skokie Blvd., Suite 650
Northbrook IL 60062
847-509-7700
DATA BACKUP AND RECOVERY
Mozy by EMC
2162 West Grove Parkway, #200
Pleasant Grove UT 84062
877-699-9776
Fax: 801-443-1801
As an accounting professional, you know the importance of keeping your business data secure and accessible. MozyPro, the trusted leader in online backup, saves your business time and money with simple, secure and affordable backup solutions. Use promo code AICPA10 for a 10% discount on your initial purchase.
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
888-372-4155
William Howard Taft University
600 South Cherry Street, Suite 525
Denver CO 80246
303-867-1155
ESTATE PLANNING
BNA Tax & Accounting
1801 S. Bell Street
Arlington VA 22202
800-372-1033
Fax: 703-341-1623
FINANCIAL PLANNING
Genworth Financial Investment Services, Inc.
200 N. Martingale Road
Schaumburg IL 60173-2096
888-528-2987
Fax: 847-330-7912
www.genworthfinancialsecurities.com
Student Financial Aid Services, Inc.
9738 Lincoln Valley Drive, Suite 130
Sacramento CA 95827
866-514-8934
FINANCIAL SERVICES
Bank of America Merrill Lynch
100 N. Tryon Street
Charlotte NC 28255
Genworth Financial Investment Services, Inc.
200 N. Martingale Rd.
Schaumburg IL 60173-2096
888-528-2987
Fax: 847-330-7912
www.genworthfinancialsecurities.com
We specialize in helping tax and accounting professionals successfully integrate wealth management into their practices. Together, we’ll create a personalized roadmap that helps Financial Advisers achieve success. We demonstrate our commitment to our Financial Advisers growth by providing turn-key wealth management solutions in four areas; Business Development, Client Solutions, Marketing and Technology.
H.D. Vest Financial Services
6333 North State Highway 161, 4th Floor
Irving TX 75038
800-742-7950
Newkirk Products, Inc.
15 Corporate Circle
Albany NY 12203
800-525-4237
Fax: 518-862-3355
U.S. Trust, Bank of America Private Wealth Management
114 West 47th Street
New York NY 10036
800-US-TRUST
The U.S. Trust team applies deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including: Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services leveraging a fiduciary standard focused on the client’s needs and best interests.
FIRM MARKETING
Build Your Firm
29 Boston Post Road, Suite A
Madison CT 06443
888-999-9800 ext. 1
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
800-421-8656
Sage North America
56 Technology Drive
Irvine CA 92618
866-996-SAGE
OUTSOURCING SERVICES
SandMartin—Outsourcing
Experts
New Delhi/Noida/Mumbai India
315-359-4326
Fax: 315-282-2396
Our CPA clients are saving up to 70% of their cost by outsourcing to us. We are “One stop shop” outsourcing service provider for CPA & Tax Preparatory firms of US providing Bookkeeping, Sales Tax Return, Y/E Accounts, Tax returns (1040, 1120, 1120s, 1065), Payroll, Retirement Plan (401k) & Cafeteria Plan Services.
PAYROLL SERVICES
AccountantsWorld
140 Fell Court
Hauppauge NY 11788
888-999-1366
SandMartin—Outsourcing Experts
New Delhi/Noida/Mumbai India
315-359-4326
Fax: 315-282-2396
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
888-528-2987
Fax: 847-330-7912
www.genworthfinancialsecurities.com
SandMartin—Outsourcing Experts
New Delhi/Noida/Mumbai India
315-359-4326
Fax: 315-282-2396
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
2625 North Loop Drive, Suite 2105
Ames IA 50010
888-275-3125
SELLING A TAX PRACTICE
Accounting Practice Sales, Inc.
1207 Tremont Street
Mansfield TX 76063
888-847-1040
STATE TAX
BNA Tax & Accounting
1801 S. Bell St.
Arlington VA 22202
800-372-1033
Fax: 703-341-1623
TAX FORMS
Copanion Inc.
One Tech Drive
Andover MA 01810
800-291-2136 ext. 2
TAX PLANNING SOFTWARE
BNA Software
1801 S. Bell Street
Arlington VA 22202
800-424-2938 (option 3)
TAX PREPARATION SOFTWARE
CCH Small Firm Services
(ATX & TaxWise)
3550 George Busbee Parkway
Kennesaw GA 30144
800-375-9542
Copanion Inc.
One Tech Drive
Andover MA 01810
800-291-2136 ext. 2
Copanion is a leading innovator in web-based tax document automation. Copanion’s GruntWorx solutions identify, label and bookmark scanned tax documents into a PDF file for easy review and storage. It also extracts and imports data from scanned tax and brokerage documents into tax preparation software. A partner of AICPA Trusted Business Advisor Solutions.
RedGear Technologies
1265 Sportsplex Drive
Kaysville UT 84037
800-230-2322
Thomson Reuters
7322 Newman Boulevard
Dexter MI 48130
800-968-8900
Vertex Inc.
1041 Old Cassatt Road
Berwyn PA 19312
800-355-3500
Fax : 610-640-5892
TAX
RESEARCH
BNA
Tax &
Accounting
1801 S. Bell Street
Arlington VA 22202
800-372-1033
Fax: 703-341-1623
BNA Tax & Accounting is the foremost source of tax and accounting research, news, practice tools, and guidance for tax attorneys, CPAs, corporate tax managers, and estate planners. Written by practitioners for practitioners, BNA’s award-winning Portfolios offer topic-driven guidance designed to help tax professionals achieve new levels of excellence and client service.
Vertex Inc.
1041 Old Cassatt Road
Berwyn PA 19312
800-355-3500
Fax : 610-640-5892
1040 SOFTWARE
Copanion Inc.
One Tech Drive
Andover MA 01810
800-291-2136 ext. 2
WORKFLOW SOLUTIONS
XCM Solutions, LLC
10 Forbes Road West
Braintree MA 02184
781-356-5152
Fax: 781-303-0155
XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. A partner of AICPA Trusted Business Advisor Solutions.
AICPA PRODUCTS
American Institute of CPAs
1211 Avenue of the Americas
New York NY 10036
888-777-7077
The AICPA is your complete source for great tax products designed for CPAs, tax practitioners and financial professionals.
- CPE
- Conferences
- Publications
- Web events
- Online learning
Visit www.CPA2biz.com to view our products and place an order or call 1-888-777-7077.
