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April 17, 2015

2015 Review of TaxWise – CCH Small Firm Services

TaxWise, a tax solution provided by CCH Small Firms Services, aims to expedite tax preparation with quick data entry. TaxWise also includes a multitude of services to assist tax professionals efficiently serve clients and grow their business.

Steven M. Phelan

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Steven M. Phelan

CPA

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.