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Home » Education » National Tax Practice Institute » 2007 Sponsor and Exhibitors

2007 Sponsor and Exhibitors

Sponsors

NAEA & The Tax Research Service
Sam Matlick
smatlick@naeahq.org
www.naea.org
Stop by and check your email - and learn about the most exciting benefit NAEA has ever offered. See a demonstration of this robust, three-level research service, including the searchable knowledge base; Send a Question (SAQ); and Personalized Case Research (PCR). Every response includes citations or links to source documents, and can be easily incorporated into your client communications to add value and confidence in your services. NAEA's Tax Research Service will be available for all members for the upcoming tax season.
Sponsorship: NAEA & The Tax Research Service is proud to sponsor our 2007 NTPI Cyber Café.

PAYCHEX, Inc.
Jillian Boatfeld
jboatfeld@paychex.com
www.paychex.com
Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small-to medium-sized businesses. The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, Readychex®, and check signing. Human Resource Services include 401(k) plan recordkeeping, workers’ compensation administration, section 125 plans, a professional employer organization, time and attendance solutions, and other administrative services for businesses. Paychex was founded in 1971. With headquarters in Rochester, New York, the company has more than 100 offices and serves approximately 543,000 payroll clients nationwide.
Sponsorship: PAYCHEX is proud to sponsor in conjunction with NAEA our 2007 NTPI Welcoming Reception & Scholarship fund.

Professional Practice Capital
Angela Wills
angela@ppcloan.com
www.ppcloan.com
Professional Practice Capital provides conventional bank financing for Enrolled Agents nationwide. Whether you’re looking to purchase an accounting practice or real estate, remodel/expand your existing practice, refinance existing business debt, or acquire working capital you can count on PPC for the most attractive financing terms offered by any nationwide lender.
Sponsorship: Professional Practice Capital is proud to sponsor name holders.

TASC-Biz Plan
Chris Shepro
Chris.shepro@tasconline.com
www.tasconline.com
BizPlan, provided by TASC, enables qualified self-employed individuals to deduct 100% of their family healthcare expenses from their taxes. BizPlan Clients average over $10,000 in tax deductions and $2,450 in real-dollar tax savings each year.
Sponsorship: TASC-Biz is proud to sponsor 1 day of AM & PM breaks.

Tax Materials, Inc
Joe Meyer
joe@thetaxbook.com
www.thetaxbook.com
Tax Materials, Inc. publishes TheTaxBook™, the most accurate fast-answer tax book series available. Known for our high customer satisfaction rating of 98.2%, fast answer format, and client-friendly content, TheTaxBook is the #1 fast-answer tax book in America and preferred 4-1 over Competitor “Q”. Get through tax season with TheTaxBook!
Sponsorship: Tax Materials, Inc. is proud to sponsor 1 day of AM & PM breaks.

Tax Talk Today
Paul Lamonia
Lamonia@lmpdg.com
www.taxtalktoday.tv
Tax Talk Today, brought to you by the IRS, is a free, live, monthly interactive Webcast aimed at educating tax professionals on the most contemporary and complex tax issues. View at www.TaxTalkToday.tv; programs are archived for one year. Viewers ask questions via e-mail; receive on-air answers.
Sponsorship: Tax Talk Today is proud to sponsor one day of AV.

Thomson PPC
Jeng Won
jeng.won@thomson.com
www.thompson.com
PPC is your total solutions provider for practical guidance, CPE, newsletters and e-Tools for accounting, auditing, tax, and financial planning professionals. Visit our booth to see our new line of Quickfinder, easy-to-use, tax reference handbooks and to see a demo of Word and Excel versions of PPC’s practice aids.
Sponsorship: Thomson PPC is proud to sponsor 1 day of AM & PM breaks.

Exhibitors

105 Concepts
Jeanne Williams
Jeanne@105concepts.com
www.105concepts.com
105 Concepts takes the tax-saving capability of Health Reimbursement Arrangement (HRA) plans to a higher level. Using our web-based application, accountants can create individualized plans that fit their clients’ needs. It’s a winning combination: tax savings for your clients, profits for your practice.

CCH, a Wolters Kluwer business
Louise Wisla
Louise.wisla@wolterskluwer.com
www.cchgroup.com
CCH, a Wolters Kluwer business, is a leading provider of tax information and software for tax research, planning and compliance. CCH develops and markets software for accounting professionals. The company currently publishes approximately 700 print and electronic publications, including The Standard Federal Tax Reporter and U.S. Master Tax Guide.

CFS Tax Software, INC.
Juliana Caiazzo
Juliana.caiazzo@taxtools.com
www.taxtools.com
CFS produces many powerful-yet easy-to-use and affordable-tax utility programs, including: TaxTools-over 200 utilities for tax professionals; Payroll System (W2/1099, 941/940, Payroll Corrector)-after-the-fact payroll; Financial Planning Tools-forms, worksheets, flowcharts, calculators for financial professionals; Tax Research-CD-ROM library of IRS documents, court opinions, etc.; many other products.

Drake Software
Regina Gill
regina.gill@drakesoftware.com
www.drakesoftware.com
Everything for one price: 1040, 1040NR, 1041, 1065, 1120, 1120H, 1120S, 706, 709, 990, 990PF, over 4000 Federal and state forms, schedules, and worksheets available; Free all states and conversions. Free electronic filing, RAL software and network ready. Unlimited and PPR packages are available. For more information, call 800-890-9500, or visit www.drakesoftware.com.

eFileCabinet
April Leonard
events@efilecabinet.com
www.eFileCabinet.com
eFileCabinet™ offers smart, flexible and easily integrated electronic document storage and management solutions. From stand-alone to multiple users across network or web, eFileCabinet software improves efficiency, organization and productivity, while keeping crucial data safe and secure.

Fried & Rosefelt, P.A.
Daniel S. Rosefelt
drosefelt@frtaxlaw.com
www.frtaxlaw.com
FRIED & ROSEFELT is a Bethesda Maryland Tax Law Firm within minutes of the IRS Washington DC Headquarters and US Tax Court. The Firm Defends Taxpayers in Tax Court, Tax Fraud Investigations, Complex Audits, CDP Appeals and Tax Bankruptcy Matters. The Firm works with Referring Enrolled Agents and Accountants Nationwide.

H.D. VEST Financial Services
Sean Kelleher
kellehers@hdvest.com
www.joinhdvest.com
H.D. Vest has been partnering with accounting and tax professionals for 24 years to support them as they offer financial services to their clients. We understand your business and can offer you dedicated home-office support, comprehensive investment solutions, and leading-edge technology. Find out today how you can drive your business toward even greater success by partnering with H.D. Vest.

H&R Block
Doug Salaway
d.salaway@hrblock.com
www.hrblock.com
H&R Block, the most recognized brand in the tax industry, has several ways to help existing tax business owners capture potential growth opportunities or develop an exit strategy.

Office Tools pro
Mike Giardina
mike@officetoolspro.com
www.officetoolspro.com
Office Tools Pro is a unique solution that combines a suite of core accountant/tax firm applications which are completely integrated and operated from a single interface. The balance between simplicity and depth of functionality is impressive. Time & billing, contact, scheduling, document, staff management and project management.

PAYCHEX, Inc.
Jillian Boatfeld
jboatfeld@paychex.com
www.paychex.com
Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small-to medium-sized businesses. The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, Readychex®, and check signing. Human Resource Services include 401(k) plan recordkeeping, workers’ compensation administration, section 125 plans, a professional employer organization, time and attendance solutions, and other administrative services for businesses. Paychex was founded in 1971. With headquarters in Rochester, New York, the company has more than 100 offices and serves approximately 543,000 payroll clients nationwide. For more information about Paychex and our products, visit www.paychex.com.

Registered Agents Legal Services, LLC
Michael Ashley
info@IncLegal.com
www.IncLegal.com
$99 Annual Agent Fee in any State
We offer cost savings for your incorporating needs, backed with experience and availability. Registered Agents Legal Services, LLC was founded to serve the needs of firms and individuals who wish to utilize a professional corporate services firm, without paying exorbitant service fees. Corporate formation, company and LLC kits, document retrieval, registered/resident agent services. 800.400.6650

Social Security Administration
Chuck Liptz
chuck.liptz@ssa.gov
www.ssa.gov/employer
CPAs, Accountants, Enrolled Agents or other third parties that electronically file W-2s on behalf of their clients can learn about Social Security’s Business Services Online Suite of electronic filing services and the Social Security Number Verification Services www.socialsecurity.gov/employer.

TASC-Biz Plan
Chris Shepro
Chris.shepro@tasconline.com
www.tasconline.com
BizPlan, provided by TASC, enables qualified self-employed individuals to deduct 100% of their family healthcare expenses from their taxes. BizPlan Clients average over $10,000 in tax deductions and $2,450 in real-dollar tax savings each year. Contact BizPlan at 1-888-595-2261, or visit us on the web at www.tasconline.com.

TaxScripts, Inc.
James Leimbach, EA
James.d.leimbach@taxscripts.com
www.taxscripts.com
Never before has the Internal Revenue Service been able to achieve delivering "IRS transcripts in seconds", until the TaxScripts™ application was developed. What takes 1-hour to do using the IRS' e-services' TDS On-line Method, TaxScripts™ can do in 5 minutes! For the busy tax professional who needs IRS transcripts quickly, TaxScripts™ is a must!

TaxWorks by Laser Systems
Bruce McCauley
Bruce.mccauley@taxworks.com
www.taxworks.com
Our company, TaxWorks , has been in the tax preparation software business for the past 3 5 years. Starting in 1972, we began as a “service bureau” processing information and tax returns for professionals practitioners in the Salt Lake City area. In 1986 , we began marketing in-house software for professional preparers throughout the country. TaxWorks now offers an entire library of individuals and business programs . New for this year, we are introducing a new paperless archive program (ArkWorks), as well as our new general ledger program (eGLWorks). For more information call us toll-free at 800-230-2322, or visit us at www.taxworks.com.

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