Exhibitors

We provide R&D Tax Credit, Cost Segregation, Business Valuation Services

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Audit Advantage is a 1-stop consulting shop for all things related to payment processing. For over 10 years, Audit Advantage has been helping merchants of all types and sizes with credit card processing fee analysis, cost containment/reduction, cyber security, PCI compliance, and much more. Audit Advantage is NOT a credit card processor; we are a team of industry experts that help business owners identify and implement measurable savings.

Burnett and Associates is here to help with Corporate and LLC record keeping. We will document all the major company decisions, Annual Meeting Minutes, resolutions, and Annual Filing Reminders. Your dedicated Document Specialist will work with you to ensure all the documents are recorded properly. Now you can focus on the business with the knowledge that your corporate veil is protected. 

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CoralTree, Inc. is a leading provider of practice management software for Accountants and Bookkeepers. CoraCloud’s client-centric features include a branded client portal, task management, eSignatures, mobile app, time tracking, CRM and so much more! Qbox allows users to share and collaborate on QuickBooks Desktop files remotely.

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CPACharge is a simple, affordable online payment solution that allows accountants, bookkeepers, CPAs, and enrolled agents to easily and securely accept credit, debit, and eCheck payments in person, online, or on the go. CPACharge offers competitive rates and has no long-term contracts, setup costs, or cancellation fees.

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Drake Software provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Drake Software is consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade. 

EPS provides a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office. Our dynamic payments platform delivers tailored options that include refund transfers (low cost, high rebates, and taxpayer advances with no cost to the tax preparer), ERO loans, and seasonal-priced credit and debit card processing options. 

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ERC Provider offers business owners assistance in claiming their maximum Employee Retention Credits. Many U.S. companies with W-2 employees can easily qualify for the credits due to supply chain disruptions and pandemic-related impacts on their operations. Along with our partners, ERC Provider has obtained over $6 billion in credits so far, and the credits provide up to $26,000 per employee.

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We are a Tax Resolution Firm who serves tax professionals as their back office Tax Resolution Department.

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GruntWorx identifies, organizes and bookmarks scanned tax documents into a single, searchable PDF file that makes it easy to finish out the return and helps with record retention. Populate products extract data from scanned tax documents for import into the leading tax preparation software packages. Our technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. 

For over 30 years, Health Insurance Store has been a leader in the health insurance industry. Health Insurance Store specializes in Medicare and Individual markets with more than 3,000 independent agents nationwide serving thousands of people.

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At InterWest Insurance Services, we pride ourselves on our ability to provide insurance specific to the challenges tax professionals face. InterWest has been successfully insuring Tax Professionals for over 30 years. Our program is one of the most comprehensive and competitive programs available. Visit www.taxproeando.com to learn more and apply.

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As an independent organization within the IRS, the Taxpayer Advocate Service helps taxpayers resolve problems and recommends changes that will prevent problems. We offer free help to guide you through the often-confusing process of resolving your tax problems that you haven’t been able to solve on your own.

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Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We offer FDIC-insured banking products to help you buy, build and expand your business, along with high-yield savings and CD products to grow your hard-earned money.

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Built by accountants for accountants, Mango Practice Management provides project management, time and billing, and secure file-sharing features that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Schedule a demo with mangopractice.com to take back control of your practice today!

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The end-to-end Tax prep office management software you've been waiting for. We supercharge your existing tax prep software. Get paid on time with e-payments, our task automation is like hiring two people, your clients will love your mobile app, and you'll love our free unlimited integrated e-signatures.

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Patton Archer Corporation enhances the local community practitioner by increasing their net profits through: Archer Investment Corporation, PattonValuations.com, and The Archer Funds.

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PitBullTax tax resolution software automates your tax resolution business so you can make more money from IRS representation cases. Software designed for those tax professionals, CPA, EA and Attorneys who want to learn or finely tune their tax resolution skills.

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As your tax audit defense department, Protection Plus steps in whenever you and your clients need it most. If your client receives any type of tax notice, our team of EAs and CPAs will work diligently with the appropriate taxing authorities to find a solution.

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With Refund Advantage, we have created something uniquely different - a refund transfer program that enables you to customize your account in a variety of ways and earn the money you deserve. Our primary focus is the Independent ERO - providing options and solutions to help the tax season run smoother for your unique business. We offer incentive programs, ERO and taxpayer loans, a loyalty program, and advanced reporting for the industry and your business.

With over 25+ years of experience in the e-file industry, Republic Bank is a trusted and proven provider of Refund Transfers and Easy Advances. Each tax season, millions of customers choose a Refund Transfer from Republic Bank to receive their refund quickly and conveniently while paying tax preparation and other fees with their refund.

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For over 31 years, we've been "making it happen" for independent tax practices like yours. If you've thought about expanding your business with other services, know that we are chosen by more independent tax pros than any other company in the industry. In fact, 1 in 5 refunds issued by the IRS, is processed by us. 

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For more than 20 years, ScanSnap has been dedicated to improving personal productivity, organization, and efficiency. Our market-leading technology, with simplicity at its core, helps you quickly digitize your important documents, photos, and more – with just the touch of a button.

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We offer a unique Personalized Business Texting service, designed specifically for Tax & Accounting Professionals. Our service includes self-service Appointment Scheduling and Appointment Reminders also. It includes unlimited 1:1 conversations as well as automates marketing best practices. Text messages are personalized, relevant and come from a "real" phone number enabling two-way communication.

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TheTaxBook offers award-winning tax research solutions for time-crunched tax professionals. Prefer to research online? Check out the WebLibrary. Stop by our booth to learn why TheTaxBook has been voted #1 tax research product ten years in a row. Make sure to ask about our show specials!

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Quickfinder is the leading quick reference provider for tax professionals, combining high quality content with over 50 years of editorial expertise to ensure the answers you need are right at your fingertips.

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A Tax Preparation company that offers professional and up-to-date tax tools, tax classes, bookkeeping services, and continuing education for Tax professionals. Founded in 2009, we are experts in assisting clients effectively with their tax needs. Thomas Financial Services LLC is composed of committed professionals aiming to provide accurate tax returns that may help reduce taxes or obtain tax refunds. 

Transamerica Financial Advisors, Inc. (TFA) is a broker-dealer and registered investment advisor that's in the business of helping people. We believe that with a little insight and preparation, people can improve their lifestyle. We help educate tax professionals on tax efficient investment strategies.

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We offer a fully-managed application hosting for Small and medium scale businesses. Our expert team is available round the clock to help you with your Accounting and Tax Application Hosting requirements. We offer affordable turnkey solutions that are fully scalable, reliable and secure.

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Whether you prepare individual 1040, multi-state, or complex business tax returns, we have the right

professional tax software solutions to fit your business needs. We invite you to explore our full range

of tax & accounting solutions designed to drive productivity, navigate change, and improve efficiency!

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Workful is payroll software that automates processes like direct deposits and state/federal payroll tax filing. We work with accountants and bookkeepers to create efficient processes and deliver quality, cost effective solutions for their clients.

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