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Challenge:
Finding a way to put all the benefits
of BNA Income Tax Planner Web...
1801 South Bell Street, Arlington, VA 22202
© 2016 BNA Software, a division of Tax Management Inc. All rights reserved.
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CPA Firm Focuses on Proactive Tax Projections and Planning

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CUSTOMER SUCCESS STORY:
CPA Firm Focuses on Proactive Tax Projections and Planning
BNA Income Tax Planner Web from Bloomberg BNA enables Allen & Allen LLP to meet clients’ needs from virtually any location.

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CPA Firm Focuses on Proactive Tax Projections and Planning

  1. 1. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Challenge: Finding a way to put all the benefits of BNA Income Tax Planner Web to work for Bernie Ackerman and his team not just in the office, but also when on the road with clients. Solution: BNA Income Tax™ Planner Web Results: Secure web-based solution enables CPA firm to meet clients’ needs more efficiently, without having to install software updates. South Carolina Firm with a 35-Year Track Record of Excellence Bernard N. Ackerman established BNA CPA, a Rock Hill, South Carolina-based CPA firm in 1977. His firm shares a name that has a remarkable — yet purely coincidental — similarity with that of Bloomberg BNA. As president of the firm, Ackerman has witnessed huge growth in both his local community, located 30 miles south of Charlotte, North Carolina, and in his own clientele. Today, as the largest accounting firm in the area, he and his team of 15 accounting professionals specialize in meeting the accounting needs of physicians, dentists, attorneys, and other professionals. Committed to a standard of personal attention to each client, BNA CPA makes an investment in professional continuing education and state-of-the-art technological solutions. From Paper Ledgers to the Cloud While much has changed since he launched his firm more than 35 years ago, one thing has remained constant: Ackerman has always been eager to adopt new technology that helps improve the accuracy and efficiency of his practice. As far back as 1978, Ackerman began using what was then considered cutting-edge technology to perform tax projections on a small calculator that required old- fashioned cash register tape. Soon thereafter, Ackerman began his longstanding relationship with Bloomberg BNA. Over the years, he has graduated from tax-planning software on floppy discs and CD-ROMs to today’s web- based solution: BNA Income Tax Planner Web. BNA Income Tax Planner Web provides a secure, convenient way for Ackerman and his team to provide tax-planning projections on their laptops or tablets when CUSTOMER SUCCESS STORY BNA CPA Makes the Move to Cloud-Based Tax Planning BNA Income Tax Planner Web helps Bernie Ackerman and his team meet clients’ needs both in the office and on the road. -------------------------------------------------------------------- “BNA Income Tax Planner Web really makes us a lot more mobile, and because we no longer need to update software, all of our staff members always have the latest and greatest version.” ------------------------------------------------------------------------
  2. 2. 1801 South Bell Street, Arlington, VA 22202 © 2016 BNA Software, a division of Tax Management Inc. All rights reserved. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> CUSTOMER SUCCESS STORY 0716rc :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: they are travelling or meeting on site at clients’ offices. This enables the BNA CPA team to provide clients with up-to- the-minute tax projections, no matter where they happen to be located on a particular day. “BNA Income Tax Planner Web really makes us a lot more mobile, and because we no longer need to update software, all of our staff members always have the latest and greatest version,” says Ackerman. Ackerman is a strong proponent of cloud-based storage, which enables his firm to store and retrieve data on offsite servers at a cost that is much lower than on-premise servers. In fact, Ackerman is in the process of moving his firm’s other applications, including his income tax preparation software, to cloud-based providers. In addition to the enhanced mobility this provides, he prefers the enhanced data security and disaster recovery abilities that cloud-based solutions provide. “With BNA Income Tax Planner Web, we know our data is secure on Bloomberg BNA’s servers and that the information is being backed up regularly,” he says. “Any CPA firm that’s not using Bloomberg BNA tax planning products is really missing out because it’s always ranked as the top-rated tax planning product out there.” >>>>>>>>>>>>>>>>>>>>>>>>> BNA Income Tax Planner Web Offering the most comprehensive planning features available, BNA Income Tax Planner Web helps you efficiently model complex tax scenarios, eliminate surprises, and offer planning and projections that help your clients manage and reduce their federal and state individual income tax liability. BNA Income Tax Planner Web allows you to quickly calculate federal income taxes including alternative minimum tax, capital gains, estimated tax payments, stock options, and more with the most accurate tax calculations available. With anytime, anywhere secure access, BNA Income Tax Planner Web is always accessible and always in compliance. For more information call 800.424.2938, contact your local Bloomberg BNA Representative, or visit www.bnasoftware.com

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