Sponsors and Exhibitors

Burnett & Associates, Inc. specializes in forming Corporations and LLC's a for business owners in all 50 states. Our affiliate program assists tax professionals with entity formations for their clients. We teach your clients how to operate their companies properly by providing them with FREE education and training AFTER formation.

Contact: Michael Sitton, Reno, NV, (877) 836-9691

Combining accounting and wealth management into a single business delivers well-rounded insight to your clients. At Cetera we know how to help both flourish. Our focus on helping tax professionals build their wealth management practice means you receive support from licensed teams, seasoned consultants who know how to make the most of your competitive advantage.

Contact: Jim Alagna, Schaumburg, IL, (847) 330-7828

Claimyr is a San Francisco based startup that runs a growing online community that connects tax filers with tax professionals. Claimyr also has a calling tool to connect tax professionals and individuals with the IRS and over 100 other busy phone lines such as EDD, SDI, airlines, and local tax offices.

Contact: Nick Maxon, San Francisco, CA, (775) 830-4533

Drake Software, a private company that was founded in 1977, provides experience, dependability, and value to over 60,000 tax offices that file more than 40 million tax returns every year. Respondents to tax industry surveys consistently recognize Drake products for excellence in customer satisfaction, ease of use, overall performance, quality, and support—the result of development that relies on innovation and customer feedback. Drake also offers CPE opportunities, webinars, online tax research resources, and regular tax industry updates as part of its commitment to providing customers with the best software and service. For more information, visit DrakeSoftware.com or call 800.890.9500

Contact: Kevin van Uitert, Franklin, NC, (828) 200-7137

ERC Specialists is a specialty payroll company exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for U.S. businesses affected negatively by COVID-19. Our expertise lies in what most CPAs don’t focus on - payroll taxes.

Contact: Damon Parker, (502) 445-7313

Let us handle problem resolution cases while you focus on tax prep, caring for all your clients instead of just the few hyper-needy ones. We only do resolution; you retain the client, permanently. IRS audits, collections, appeals & all CA agencies. Your total solution to happy clients without the stress.

Contact: Jeff Johnston, EA, Sacramento, CA, (916) 306-0202

GruntWorx tax automation and organization technology eliminates the tedium of manually converting paper documents to digital files by automating data entry and source file organization by working directly with most tax software. GruntWorx is also backed by a free, best-in-class support staff, providing fast, accurate answers to customer questions. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of tax documents and allow you to hand off the “grunt work” of document organization and data entry to support staff. The bottom line for your firm is better profitability. To learn more, visit GruntWorx.com or call 877.830.6059.

Contact: Anita Wheeler, Hampton, NH, (603) 601-8066 x566

The Internal Revenue Service is the revenue service for the United States federal government, which is responsible for collecting taxes and administering the Internal Revenue Code, the main body of the federal statutory tax law.

Contact: Terri Malone, Senior IRS Stakeholder Liaison

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.

Contact: Dineen Fraser, Roseville, CA, (877) 877-0770

IRS Solutions is an all-in-one membership package for all of your tax resolution needs. With IRS Solutions, you’re joining a network of professionals and gaining access to our members-only benefits, such as marketing tools, free continuing education, a community of your peers, and expert advice from former IRS officers.

Contact: David Stone, Valencia, CA, (661) 775-6200

Life Planning Inc. (LPI) is a leading national provider of state-specific legal document solutions designed to help manage, protect and distribute your personal and business assets - quickly, easily and cost-effectively. We partner with highly-respected Financial Institutions and Trusted Advisors to offer a comprehensive array of Estate and Business Planning solutions.

Contact: Greg Lutowsky, Scottsdale, AZ, (480) 451-7727

The National Association of Enrolled Agents (NAEA) is the nation’s leading community for tax practitioners – from aspiring enrolled agents to experts with decades of experience. We meet you wherever you are on your career path. NAEA protects, promotes, and provides for the EA profession throughout the halls of government and beyond. We protect an EA’s right to practice and the taxpayer’s right to representation.

Contact: Kelli Comegys, Washington, DC, (202) 822-6232

PITBULLTAX is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions. PitBullTax Software has been developed by a dedicated team of professionals with over 100 years of combined successful IRS collection resolution and information technology applications experience. The knowledge obtained over the years has been embedded in the software's DNA to provide the best possible resolution for each IRS collection case.

Contact: William Beisswenger, Coral Springs, FL, (813) 401-9141

Since 1974, Spidell has been a critical source of federal and state tax information for tax professionals. We help tax professionals meet continuing education requirements and stay informed on the latest developments in both federal and state tax law. Whether our seminars, webinars, self-study, publications, or research, Spidell has built its reputation on a thorough and practical approach to solving tax problems.

Contact: Kerry Marlow, Alpharetta, GA, (714) 776-7850

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!

Contact: Heidi Mathis, Minnetonka, MN, (866) 919-5277

Thomson Reuters is one of the world’s most trusted providers of answers, helping professionals make confident decisions and run better businesses. Our customers operate in complex arenas that move society forward — law, tax, compliance, government, and media – and face increasing complexity as regulation and technology disrupts every industry.