CPA Associates International

SurePrep has been a CPA Associates International Sponsoring Partner since 2016

Partnership

We’ve been building relationships with CPA Associates International (CPAAI) member firms since SurePrep was founded in 2002, and we’ve been a CPA Associates International Sponsoring Partner since 2016. At sponsored CPAAI events, through webinars, and face-to-face meetings we use a consultative approach to help you improve the efficiency and profitability of your tax practice. Through our partnership with CPA Associates International we are able to offer special software discounts to member firms.

Are SurePrep solutions right for your firm?

There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.

Upcoming Event Sponsorships

TBD

Past Events

October 27, 2017

This week we attended the CPA Associates International Conference in Orlando. Monday’s tax track kicked off with Gale Crosley exploring the cutting-edge approaches of the most successful firms around the world and how they achieve high growth. Gail discussed technology’s role in growth, strategic directions of core services, innovation, and more. In the afternoon session, Mark Soukup of Soukup, Bush & Associates, P.C. presented the tax year in review and current tax strategies including passive loss rules and the new grouping election interpretations.

Tuesday morning, Jacob Stein, Esq. from Aliant, LLP discussed international tax and how to use foreign trusts for tax planning, estate planning and asset protection. Later in the day sponsors presented business development ideas and the day wrapped up with a tax member roundtable moderated by Geoff Harlow. Lots of valuable sessions were packed into two and a half days. This was the first year SurePrep sponsored CPAAI and what a friendly, welcoming and collaborative group! We look forward to future CPAAI events. Did I hear something about Maui or Kauai?

Questions?

Contact one of our product experts to ask questions or schedule a one-on-one demonstration.

CONTACT SALES

Partnership

We’ve been building relationships with CPA Associates International (CPAAI) member firms since SurePrep was founded in 2002, and we’ve been a CPA Associates International Sponsoring Partner since 2016. At sponsored CPAAI events, through webinars, and face-to-face meetings we use a consultative approach to help you improve the efficiency and profitability of your tax practice. Through our partnership with CPA Associates International we are able to offer special software discounts to member firms.

Feedback collected by TechValidate, an independent 3rd party survey provider.

See What Our Customer are Saying

Photos from Past Events