Resources

Thomson Reuters

Quickfinder Handbooks are your quick reference for common tax questions and insights – the easy-to-understand language, charts and tables answer your questions using various examples that highlight real-life situations. 

Order now at tax.tr.com/FSEA use code Q555 and save up to 25% off!

 

Wolters Kluwer

www.cchcpelink.com/fsea

 

Insurance

Woligo

Get Covered For The Unexpected | Get Your Free Disability Quote | Injuries Happen. Be Prepared

www.woligonow.com

Personal disability insurance and benefits for independent workers. Get protected today. Protect your family today. Get disability insurance as a self-employed worker. Enroll now…

 

360 CoveragePros

Professional Liability Insurance for Tax Preparers and Bookkeepers

https://www.360coveragepros.com/professional-liability-insurance/tax-preparers-and-bookkeepers

 

Software & File Sharing

DrakeSoftware

Draft Software, a private company founded in 1977, provides software solutions to over 65,000 tax and accounting firms that file more than 40 million tax returns every year. Known for its award-winning customer service team, Drake is also 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. For more information, visit DrakeSoftware.com or call 800.890.9500.

www.drakesoftware.com

 

Liscio

Stop chasing clients for documents and give them an easy, secure, mobile file sharing app they’ll love to use. With clients sending in documents quickly, staff gets more done. Client-facing task lists, integrated eSignature and KBA capabilities, and complete visibility for the firm (across all clients) ensures that nothing slips through the cracks. Client Experience 2.0™ begins with Liscio.

https://liscio.me/

Financial Advisors

123-INVESTING

Michael Mandarino at 123-Investing

123-Investing is a Financial Planning Firm serving clients across the U.S.  Our firm is 19 years old, renamed to 123-Investing in 2008. 123-Investing specializes in providing superior attention to the personal needs of each client helping them reach well rounded financial solutions.

www.123-investing.com