TaxJedi

Hello,

I am looking into to possibly purchasing this software, but unfortunately I found out they are not approved for Georgia state efile which would hurt my business tremendously.  Do you work for them? or can you recommend something efficient and affordable for a newbie?

J

On 12/20/2014, 3:36:51, jklcpa said:

 

 

Why not be transparent? It bothered me enough, so...      (I can't wait for you all to see this!    )

 

Thanks for providing that link, Brian!  Clicking on it took me to the WY business entity detail that shows that this company is a domestic LLC called Advanced Tax Solutions, LLC whose registered agent is Business Filings International, Inc, its principle office in Henderson, NV.  http://www.bizapedia.com/wy/ADVANCED-TAX-SOLUTIONS-LLC.html

Searching for that co name, Business Filings International, Inc, and location lead me to 4 people all with connections at Wolters Kluwer:

 

President, Karen Kobelski, employement history shows two positions with Wolters Kluwer - VP Sales, Marketing, Service and also VP Small Business Solutions:  http://www.zoominfo.com/p/Karen-Kobelski/1315670934

 

Secretary, Deidra D Gold, another with a position listed at Wolters Kluwer - Executive Vice President and General Counsel for North America:   http://www.zoominfo.com/p/Deidra-Gold/113287217

 

Treasurer, Norm Plaistowe - serves as Chief Financial Officer of Wolters Kluwer Corporate & Financial Services of Wolters Kluwer NV. Mr. Plaistowe served as Chief Financial Officer of Wolters Kluwer Financial Services  http://investing.businessweek.com/research/stocks/people/person.asp?personId=12933252&ticker=WKL:NA

 

VP is Richard J Parker - Secretary of CCH Legal information Services, Inc and holds active roles in fifteen companies and inactive roles in six additional ones.  He is also listed as Secretary of CCH, Inc, Wolters Kluwer U.S., Inc.,  Wolters Kluwer Health, Inc, some others, and is past president of Wolters Kluwer Pharma Solutions, Inc.  http://www.corporationwiki.com/Illinois/Riverwoods/richard-j-parker/26149700.aspx

 

COMMENTS ANYONE?

Hi,

I am late joining the convo, but I was searching over the internet trying to find some kind of review for this software and only found two google reviews - one good, one not so good.  I appreciate all of the comments especially your research, which led me further.  What I discovered is that Business filings Int'l Inc (NV) was formed by 'CT Corporation Inc' which has a website that links both to Wolters Kluwers https://ct.wolterskluwer.com/.  Now, first, let me inform you, I worked for CCH Small Firm Services another Wolters Kluwer company that develops ATX, Taxwise, and a major tax chain software as a quality assurance tester.  So I am aware that WK is not only a Tax software developer but serves in the law capacity as well.  Well,CT Corp is a company that offers services to companies such as corporation formation, filings and compliance (Business Law). Now this can mean one of three things, 1. disgruntled or greedy employees decided to start their own company, (but since they used WK to form the LLC and DBA I highly doubt it). or 2. They are a company that hired WK (CT Corp) to form their organization and that would explain why you have employees of WK listed as agents on numerous organizations (I realize that the owners of mytaxprepoffice could also be former employees) or 3.  WK is a marketing genius and is expanding there market through offering a cloud based software to smaller sized tax firms, start ups or preparers who can not afford the cost of ATX, this puts them in position to strategically compete and possibly 'steal' customers from intuit, taxslayer etc.  

Either way, I personally tried the demo for the product, and being my first season, the product is very user friendly, organized, streamlined, guided and interactive.  It doesn't appear as intimidating as ATX or Drake, and I am seriously considering using it.  I am looking into whether i can download returns to my own secured storage as to insure my clients data.  I will update you guys with my experience. If the case is that a division of WK launched this product, than that makes me feel a little more confident about it, but I would think they would put their 'name' on it to ensure the customer.  So I think it is number 2. 

J