Success Stories

Huth Thompson LLP

In this Success Story we spoke with Cindy Bupp, EA, Manager of Huth Thompson LLP. The firm is a full-service tax, accounting, and business advisory firm with approximately 50 employees in two office locations. They use UltraTax, 1040SCAN, and SPbinder and the firm is a member of Rootworks.

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Sassetti LLC

In this Success Story we spoke with Susan Penno, Partner at Sassetti LLP. The firm has an advisory focus and delivers tax strategy, accounting support, assurance services and leadership insight. Sassetti LLP has approximately 35 professional and support staff, including 8 partners/principals, and 8 managers at their two locations. They use CCH Axcess Tax, 1040SCAN with SPbinder, and TaxCaddy. Sassetti LLP is a member of BDO Alliance USA.

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LaPorte CPAs & Business Advisors

In this Success Story we spoke with Crissie Landry, CPA and Director of Tax Services at LaPorte CPAs & Business Advisors (LaPorte). The firm is a full-service tax, accounting, and business advisory firm with approximately 150 employees in multiple office locations. They use ProSystem fx Tax, 1040SCAN PRO and SPbinder and the firm is a member of RSM US Alliance.

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Kelling, Bocovich & Co., LTD

In this Success Story we highlighted David Kelling, CPA and President of Kelling, Bocovich & Co., LTD.  The firm is a full-service tax, accounting and business advisory firm with 9 employees based in Coon Rapids, MN. They use UltraTax, 1040SCAN PRO and SPbinder and the firm is a member of Rootworks.

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Shusko Associates, LLP

In this Success Story we interviewed Susan Shusko, CPA. Susan provides tax and accounting services to high net-worth individuals. The firm has one full-time and one part-time employee based in Laguna Beach, CA. They use Lacerte, 1040SCAN PRO and SPbinder.

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BDO

In this success story BDO explains how they leverage a mix of SurePrep solutions to vastly improve their 1040 process across the board. They’ve been able to increase productivity, improve client service and make more efficient use of time and talent.

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