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Errors & Omissions and Bonding for Tax Professionals

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E&O Brochure
Bonding Flyer

Personal Auto Insurance
877-877-0770
Call for a no-obligation quote

 
Customized websites for accounting professionals. Visit our site to view a demo and start your free trial.

877-207-4646

support@getnetset.com      www.getnetset.com

 
Over 30,000 tax and accounting firms trust CFS for affordable, high-quality and reliable software, including TaxTools and Payroll System, and a complete line of tax forms, folders, checks and address labels.

800-343-1157

Contact Us      www.taxtools.com

 

We have partnered with TheTaxBook, offering award-winning tax research solutions for time-crunched tax professionals.

Our Members can save between 10-25% off and receive free shipping!


Contact:
Jacob Meyer
866-919-5277
info@thetaxbook.com    www.thetaxbook.com/order

 
Through an alliance with Wolters Kluwer we offer member benefits on valuable and industry leading research and learning products and solutions. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, Wolters Kluwer offers 100+ publications with expert information to help you stay on top of industry and market-leading developments. CCH Publications are available in both print and eBook formats.

California Society of Enrolled Agents Members enjoy 25% off ALL CCH Publications year round. Log-in using your username and password to access the secure website and order your publications today!

Contact:

Tammy Nickels
877-571-2841
Tammy.nickels@wolterskluwer.com

 
Tax software products that feature instant downloads of IRS Transcripts. Compare our core products, including ProPlus, Executive License and a Stand Alone Bankruptcy Calculator.

404-910-3605

info@auditdetective.com        www.taxhelpsoftware.com

 
Tax and accounting software that simplifies your practice so you can help more clients. Specializing in Practice Management, Tax Resolution and Transcript Tools. Sign-up for a free trial!

855-616-7305

team@canopytax.com      www.canopytax.com

 
The investment advisor partner for tax professionals. Team with our RIA to be compensated for investment management and financial planning services to your clients.

888-845-4141

info@investmentsandtax.com      www.blueprintinvestmentsandtax.com

 
Your trusted insurance provider for auto, homeowners, business, life, health and professional liability insurance.

888-512-8878

Click for Office Locations & Contact Info      www.mitchellandmitchell.com

 
A simple way to share tax information with clients. Your annual subscription puts dozens of easy-to-understand tax newsletters, fact sheets and organizers at your client's fingertips.

612-722-3552

admin@eTaxSuite.com       www.my1040pro.com

Providing continuing education and research solutions to tax professionals, including live tax seminars, self-study CE, on-demand webinars and much more.

714-776-7850

Contact Us      www.caltax.com

     Private Insurance Exchange

CSEA has partnered with a member benefits insurance broker to provide access to a large network of plans. You can shop online or speak to a knowledgeable enrollment expert who will help you navigate your options. Insurance products available include:
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Eligibility will be verified prior to enrollment. Preview the program here: https://memberbenefits.com/csea/

 
The Leading IRS Tax Resolution Software for EAs, CPAs & Tax Attorneys

Robert Sampson III
877-474-8285 ext 104

bob@pittbulltax.com     www.pitbulltax.com

Use discount code to save $100 on single user annual license!  Monthly and multi-user discounts also available.

 
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800-431-9025, option 1

Place an order today

Login to view the discount code for up to 20% off Quickfinder products:

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For over 40 years, providing the best income tax software available, including online tax return software and business tax software, you can prepare any tax return, personal or business, federal or state.

800-890-9500

becky.reed@drakesoftware.com      www.drakesoftware.com

 
A full-service entity formation company, specializing in the formation of corporations, limited liability companies, limited partnerships in all 50 states and business and tax education for the Business owner.

877-836-9691

info@burnettandassociates.com      www.burnettandassociates.com

 
EA Review

800-874-5346

www.gleim.com

Save 10% on all Gleim tax and other accounting review systems and CPE packages.

 
Providing industry-leading professional tax software, including ProConnect Tax Online, the #1 professional cloud-based tax software, Lacerte for the high volume and complex returns, and ProSeries with tools to save you time.

Website
Contact Intuit  

 

 

CSEA  members have access to exclusive members-only discounts at Office Depot and OfficeMax. Thousands of products are discounted up to 75% off the regular prices. Discover how you can start saving now.

 
A cloud-based VoIP phone system for small and medium-sized businesses. Cut your phone bill in half and utilize time-saving features to make your business run better.

435-767-0882

support@mangovoice.com      www.mangovoice.com