List of 2013 National Conference Exhibitors/Sponsors

Thank you to our 2013 NAEA National Conference Sponsors!

Fast Forward Academy is proud to sponsor both refreshment breaks on Monday.

www.fastforwardacademy.com

Fast Forward Academy has tools for the EA, CPA, OTRP, CE, CPE that are better, faster, and offer more value than anything else out there. We have everything you need to study, learn, and pass on the very first try. We have tools and features that no one else has, creating an educational experience like no other.

 

Gleim is proud to sponsor the National Conference badge holders and both refreshment breaks on Sunday.

www.gleim.com

Proven EA Review for tax professionals! It's the gold standard in EA Review with content written by professional educators and a strong reputation for excellence.  Our Review System can help you pass on your first attempt. Try our multi-platform learning system today! (800) 874-5346 or visit www.gleim.com/ea.

 

Intuit is proud to sponsor the Lunch Session Presentation on Sunday.

www.intuit.com  

Intuit has everything you need to start and run a successful full-service tax and accounting business with products to help you save time, serve clients and earn more!  Join Intuit on Sunday, August 4, for a complimentary lunch (limited to 80 attendees) and presentation on how to build your business and your brand through partnership with Intuit. The benefits of creating a strategic alliance with Intuit in order to grow your practice and increase brand awareness with potential clients will be covered. For more information and to sign up, visit the Intuit booth.

 

Paychex, Inc. is proud to sponsor the 2013 NAEA National Conference Welcome Reception.

www.paychex.com

Paychex is a leading provider of payroll, human resource, benefits outsourcing, and business insurance solutions for America’s businesses. For more than 40 years, Paychex has offered an ever-growing suite of products and services that free clients to do what they do best – run and grow their businesses.  

 

Santa Barbara Tax Products Group is proud to sponsor the 2013 NAEA National Conference Grand Prize.

www.sbtpg.com

Santa Barbara Tax Products Group (TPG) was established in 2010 upon purchasing the Tax Products Group of Santa Barbara Bank & Trust. Building on a legacy of over 20 years of industry leadership, TPG, in cooperation with its banking partners, offers quality financial products to the e-file industry that satisfy consumers' needs, are priced fairly and provide true value. TPG has established a reputation for superior customer service and product reliability by investing in long-term relationships and providing tax professionals with a program to help retain and grow business for years to come. For additional information visit the web site at www.sbtpg.com or call 800.779.7228.

 

Target Insurance is proud to sponsor the 2013 NAEA National Conference tote bags.

www.target-capital.com

Target Insurance coverage is provided by The Hartford, a company rated Excellent by A.M. Best.  There are many reasons to choose The Hartford’s policy, including the low cost.  If you have more than 15 professionals in your firm, Target’s Accountants Professional Liability Program may be the answer for you.  More detailed information about programs is available on Target’s Web site:  www.target-capital.com.

 

Thomson Reuters/Quickfinder is proud to sponsor both refreshment breaks on Tuesday.

www.ppc.thomson.com and www.quickfinder.com

The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals.  PPC's expert guidance, Quickfinder Handbooks, and CPE are developed by experienced practitioners, to aid you in offering your clients the highest possible value, quality and consistency.

 

2013 NAEA National Conference Exhibitors

 

1040 Bridge LLC, Booth 500

www.1040bridge.com

1040Bridge.com is a client portal, payment gateway, and DMS suite designed by Tax Professionals.  Easily share, PAYMENT PROTECT, and archive finished tax returns in one step.  Database Driven 7216 Compliance Generator and File Retention Policy Manager included.  1040Bridge integrates with all tax software programs.  Bridge to a Paperless Office. 

 

Accounting & Tax Brokerage, Inc., Booth 106

www.atbcal.com

If you are interested in buying or selling a practice, please contact us. With over 30 years in the tax industry, we are there for you…every step of the way.

 

Affordable Checks, Booth 200

www.affordablechecks.com

A­ffordable Checks sells 400 personalized computer checks for $39.95. Additional products include: blank check stock, deposit tickets, double-window envelopes for checks and invoices, tax forms with coordinating envelopes, and MICR & Non-MICR remanufactured printer cartridges. Check out our package deals.

 

Automated Tax Office Manager, Booth 104

www.atomanager.com

ATOM is the paperless practice management solution designed specifically for tax and accounting offices. The Cloud-based software can be accessed anywhere with internet connection – including your phone and iPad. You no longer need multiple software applications to manager your office: Workflow Tracking, Task Assignment, Scheduling, Punch Clock, Document Management, Client Portal, Time and Billing, Payroll, Referral Tracking, Cash Receipts, Lobby Management and much, much more.

 

CalSurance, Booth 103

www.calsurance.com

CalSurance is a recognized leader in professional liability insurance sales, service and support. We are an innovative and consultative organization with a focus in professional and management liability insurance. CalSurance is driven to finding custom solutions that meet our clients' needs. This focus approached combined with the talents and experience of our staff has been the foundation of our consistent growth and long term success.

 

CCH Small Firm Services, Booth 607

www.cchsfs.com

CCH Small Firm Services provides tax & accounting software, research products and CPE and CE to more than 45,000 tax preparation businesses through our two separate tax compliance suites, ATX and TaxWise.

CFS Tax Software, Inc., Booth 605

www.taxtools.com

CFS produces many powerful—yet easy-to-use and affordable—tax utility programs, including: TaxTools—over 300 utilities for tax professionals; Payroll System (W2/1099, E-file, 941/940, Payroll Corrector, LivePayroll)—after-the-fact/active payroll; Small Business Tools—over 150 utilities; Financial Planning Tools—over 100 utilities; Tax Research—CD or online research; many other products.

 

 

College for Financial Planning, Booth 602

www.cffpinfo.com

The College for Financial Planning created the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and remains the leading education provider to financial services professionals.  The College is the exclusive provider of the CPA-to-CFP® SuccessTrack, CRPC®, CRPS®, APMA®, ADPA®, AAMS®, and AWMA® education and our industry leading pass rates prove why our 135,000 graduates are among the nation’s top financial advisors.

 

Crexendo, Inc., Booth 403

www.crexendo.com

Crexendo, Inc., is a cloud solutions provider that delivers critical voice and data technology services to the start-up, SMB and small enterprise markets. Crexendo is comprised of industry leading professionals that design, build and deliver world-class cloud services to increase your business productivity and reduce your expenses.

 

Drake Software, Booth 301

www.drakesoftware.com

Offers complete tax preparation software for the tax professional, with office management tools, and accounting and payroll software included.  Customers are provided with free, knowledgeable, efficient phone support with wait times less than 10 seconds in the heart of tax season.  Software ships in early December with all states usually approved by the first week of January. 

eFileCabinet, Inc., Booth 603

www.efilecabinet.com

eFileCabinet, Inc. offers a suite of document management software (DMS) products and services that help businesses and individuals work quicker, smarter and more collaboratively. With more than 12 years in the document management industry, eFileCabinet is the trusted choice for more than 70,000 users worldwide to store, share and protect their valuable and confidential data. Learn more at http://www.efilecabinet.com.

Fast Forward Academy, Booth 105

www.fastforwardacademy.com

Fast Forward Academy has tools for the EA, CPA, OTRP, CE, CPE that are better, faster, and offer more value than anything else out there. We have everything you need to study, learn, and pass on the very first try. We have tools and features that no one else has, creating an educational experience like no other.

GetNetSet, Booth 405

www.getnetset.com

GetNetSet builds professional, affordable and effective websites for NAEA members. Service includes up-to-date tax resources, secure client portal, automated tax newsletter, appointment requests, search engine optimization, and more.

 

Gleim Publications, Booth 302

www.gleim.com

Proven EA Review for tax professionals! It's the gold standard in EA Review with content written by professional educators and a strong reputation for excellence.  Our Review System can help you pass on your first attempt. Try our multi-platform learning system today! (800) 874-5346 or visit www.gleim.com/ea.

 

Golden Gate University, Booth 502

www.ggu.edu

Golden Gate University (GGU) has earned a reputation for providing the most comprehensive and applicable tax education available today. The GGU Braden School of Taxation offers an MS in taxation degree and five graduate-level certificates: taxation, international taxation, estate planning, state and local taxation and advanced studies in taxation. Our programs are offered in a variety of formats – full time, part time and online – and are fully accredited by the Western Association of Schools and Colleges.

 

H&R Block, Booth 401

www.hrblock.com/tradeshow

H&R Block is one of the world’s largest tax services providers.  Join our team by converting your existing tax business to an H&R Block location.  Or develop an exit strategy.  We offer attractive buy-out plans.  Our franchise opportunities provide:

  • Cash conversion payment
  • Royalty rebate on existing clients
  • Year- round training and tax certification programs
  • Set your own pricing and hours of operation

 

Contact us at (877) 255-3048 or visit www.hrblock.com/tradeshow.

Intuit, Booth 203

www.intuit.com

Intuit has everything you need to start and run a successful full-service tax and accounting business with products to help you save time, serve clients and earn more!  Join Intuit on Sunday, August 4, for a complimentary lunch (limited to 80 attendees) and presentation on how to build your business and your brand through partnership with Intuit. The benefits of creating a strategic alliance with Intuit in order to grow your practice and increase brand awareness with potential clients will be covered. For more information and to sign up, visit the Intuit booth.

 

IRS Help, Inc., Booth 101

www.irshelp.com

We are an association of enrolled agents (representation specialists), CPAs and local attorneys working together to form a nationwide network of professionals dedicated to helping people resolve their tax issues.  We all work under the IRS HELP umbrella which provides us with our procedural framework, a multitude of support services and our code of non-judgmental respect and ethics towards the taxpayer.

 

Nevada Society of Enrolled Agents, Hallway

www.nvsea.org

The Nevada Society of Enrolled Agents (NVSEA) is an affiliate for the National Association of Enrolled Agents (NAEA), a nation-wide organization comprised of over 11,000 independently licensed tax professionals across the United States. Enrolled Agents are the only tax professionals tested by IRS on their knowledge of tax law and regulations. They provide tax preparation, representation, tax planning, and other financial services to millions of individuals and businesses, and they are the only tax professionals in the country licensed to provide these services in any state across the nation.

 

Lafayette Life Insurance/Onorato and Associates, Booth 503

www.llic.com

Lafayette Life Insurance provides life insurance and annuity products to individuals and small businesses through multiple distribution channels. Our individual product portfolio includes whole life, term life, universal life, immediate annuities, and indexed universal life and annuities. In addition, we serve small to medium-sized businesses by offering qualified plan products and administrative services.

 

Newkirk Products, Inc., Booth 604

www.newkirk.com

Newkirk, a DST Company, is a leading provider of printed and electronic communications for financial institutions. Our wealth management and financial planning communications, database management systems, and defined contribution materials help banks, trust companies, and private banks differentiate themselves in a crowded marketplace. Visit www.newkirk.com for more info.

 

 

Office Tools Professional, Booth 201

www.officetoolspro.com

Office Tools Professional provides accounting and tax professionals with the next generation of practice management software, providing a single interface for client, staff, office and document management and tracking. Experience a simplified approach to tracking time, due dates, assignments, documents/email and billing. We produce many integrations including all tax programs, QuickBooks and Microsoft and provide integrated client portal options.

Paychex, Inc., Booth 501

www.paychex.com

Paychex is a leading provider of payroll, human resource, benefits outsourcing, and business insurance solutions for America’s businesses. For more than 40 years, Paychex has offered an ever-growing suite of products and services that free clients to do what they do best – run and grow their businesses.  

Pinnacle Payroll Solutions, Booth 102

www.pinpay.com

Pinnacle Business Services was founded in 1990 to provide a cost-effective, quality payroll service. Since then the company has grown to serve companies with business in over 45 states nationwide and many local and school district taxes. Pinnacle has expanded their services to include payroll and human resources software solutions, a variety of time and attendance system and a range of employee benefit programs.

 

PitBullTax Software, Booth 300

www.pitbulltax.com

For Offer in Compromise and other IRS Collection Resolutions, PitBullTax is the industry leader. Tax professionals who want to earn lucrative IRS representation fees need to learn about this revolutionary software. Whether you’re an experienced IRS practitioner or a novice, PitBullTax Software makes you the “go to expert.”

Placer Insurance, Booth 402

www.taxproeand.com

Placer Insurance Agency has been successfully insuring Enrolled Agents and other Tax Professionals for over 30 years.  Our agency currently insures an excess of 2500 tax firms throughout the US.  Our program is one of the most comprehensive programs available.  Contact Dineen Fraser at dfraser@placerins.com  or visit www.taxproeand.com  to apply.

 

Santa Barbara Tax Products Group, Booth 303

www.sbtpg.com

Santa Barbara Tax Products Group (TPG) was established in 2010 upon purchasing the Tax Products Group of Santa Barbara Bank & Trust. Building on a legacy of over 20 years of industry leadership, TPG, in cooperation with its banking partners, offers quality financial products to the e-file industry that satisfy consumers' needs, are priced fairly and provide true value. TPG has established a reputation for superior customer service and product reliability by investing in long-term relationships and providing tax professionals with a program to help retain and grow business for years to come. For additional information visit the web site at www.sbtpg.com or call 800.779.7228.

 

Spidell Publishing, Booth 204

www.caltax.com

Spidell Publishing, Inc., has been a critical source of California tax information for tax professionals since 1975.
We promote ideas, references, solutions, and guidance, plus news and commentary covering all aspects of tax and its administration. We advocate fairness in taxation.

 

TASC, Booth 400

www.tasconline.com

TASC administers AgriPlanNOW and BizPlanNOW HRA benefit plans that allow your small business clients to save an average of $5,000 a year on insurance premiums and out-of-pocket medical expenses. Use our services to enhance your existing relationships with your client base and attract new clients. We offer you compensation in the form of commissions, bonuses, and trips for enrolling your clients in our plans. If you cannot accept compensation, we can discount the price of our plans for your clients. Call us today at 888-595-2261 ext. 17732 or e-mail microbusiness@tasconline.com!

Tax Materials, Inc. – Publishers of TheTaxBook™, Booth 505!

www.thetaxbook.com

TMI publishes TheTaxBook. Known for our “industry best” customer satisfaction rating of 98.8%, fast-answer format, and client-friendly content, TheTaxBook is the number one fast-answer tax book in America! TheTaxBook is preferred 10-to-1 over our nearest competitor and recently achieved the coveted award as the top Tax Accounting and Research System. Please stop by to learn more about TheTaxBook, see what’s new for 2013, and take advantage of the show special

Thomson Reuters, Tax & Accounting, Booth 404

www.cs.ThomsonReuters.com

The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals. The CS Professional Suite® and Enterprise Suite of software and services from Thomson Reuters represent the most advanced suites available and enable firms to achieve unprecedented levels of productivity and profitability.

Thomson Reuters, Booth 304

www.ppc.thomson.com and www.quickfinder.com

The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals.  PPC's expert guidance, Quickfinder Handbooks, and CPE are developed by experienced practitioners, to aid you in offering your clients the highest possible value, quality and consistency.

 

Ubiz Alliance, Booth 100

www.ubizalliance.com

Ubiz Alliance is a partnership of Professional CPAs, Accountants, Enrolled Agents, Bookkeepers, Tax Consultants, Insurance Experts, Financial Service Professionals, Real Estate Agents/Brokers and Specialized Business Advisors who work in a non-competitive and collaborative environment. Ubiz offers a free membership or a Pro membership for $20 a month.

 

Victor Technology, Booth 202

www.victortech.com

Victor Technology is the #1 American brand of printing calculators. We have several new and exciting models available for purchase directly at the show. This includes the 1280-7 Printing Calculator with Wireless Data Relay, perfect for any tax professional. We also have the 1776 printing calculator that’s built in America.