Tax Research Products

[Guest Taxed]

This is a new thread because of some interest from a few posters.

What Tax Research Products are you looking at for next season?

I am looking at Taxbooks Weblibrary Plus. Price seems reasonable with the Drake discount.

Someone mentioned Parker publishing for $267.

[Lion EA]

I will probably continue with TTB Deluxe in paper as it's subsidized by my NY/CT-ATP group and sometimes I just need something in paper to shove under a client's nose fast !! And, it comes with Lasser's Pro, too. But, for my workhorse, I will probably renew IntelliConnect. I like how it works both within and without ProSystem fx. I get faster with it each year, and it adds features each year. But, I am looking at new products this year....

[Guest Taxed]

The checkpoint rep keeps on calling me but it is a bit too rich for my blood! Besides I rarely have to lookup actual code sections or case law.

[GeneInAlabama]

You can find the tax code on line at www.fourmilab.ch/ustax.

[Guest Taxed]

Have you tried TaxAlmanac? It appears to be a bit dated, but I have not used it.

Years back I used to go to a site called Fedworld. I got to check that out again?

[joelgilb]

I currently use Parker Tax Publishing which was developed by the former developer of Kleinrock and is very reasonably priced.

http://www.parkertaxpublishing.com/

Parker includes:

Parker's Editorial Content

Parker's Explanation & Analysis
Quick Reference Library
Parker's Federal Tax Bulletin
ATRA - Complete Analysis (New!)
Sample Client Letters
Tax Elections and Declarations
Practice Aids and Checklists

Core References

Internal Revenue Code
Regulations (Temp. and Final)
Regulations (Proposed)
Federal Tax Legislation (New!)
U.S. Tax Treaties

IRS Materials (1954-present)

IRS Publications
Revenue Rulings
Revenue Procedures
IRS Notices
IRS Announcements
PLRs, TAMs, CCAs and
Other Written Determinations
IRS Circular 230
T.D. Preambles (New!)
Penalties Handbook
Internal Revenue Manual
IRS Settlement Guidelines
Audit Techniques Guides
Actions on Decisions
Court Decisions (1942-present)

Tax Court Reported
Tax Court Memoranda
Tax Court Summary
Supreme, Circuit, District, and
Claims Courts

Also you can get a pretty good reference for free at:

http://www.legalbitstream.com/

.

which includes:

All Tax Cases
US Supreme Court
US Circuit and
District Courts
US Federal Circuit and
Court of Federal Claims
US Tax Court
IRS MATERIALS

All IRS Materials
Revenue Rulings
Revenue Procedures
Announcements
Notices
Delegation Orders
Executive Orders
News Releases
Private Letter Rulings
Actions on Decisions
General Counsel
Memoranda
Technical Memoranda
Treasury Decisions
Proposed Regulations
Legislation Links

IRS Regulations
(Title 26 C.F.R.)
Internal Revenue Code
(Title 26 U.S.C.)
Public Laws
US Income Tax Treaties
IRS Forms & Publications

Not sure about the search functions there as I never used it though.

[joelgilb]

BTW, Parker includes regular newsletters, just like CCH, and the old Kleinrock

[Guest Taxed]

Too bad Parker does not give you a demo? They want your credit card # first!

[cred65]

I also use Parker. It justifies the cost (~$250) on the1st need.

[Guest Taxed]

I am just curious. For those of us who are NOT EAs or CPAs, how often do you find yourself referencing or researching tax cases, revenue rulings, the actual code etc.

I find myself referencing JK Lasser's pro more than the code or anything else like that!

[MDCPA]

For those using Parker Tax Publishing - what are you using for the State returns you are preparing. I know the TaxBook's WebLibrary gives the user access to an all-states edition which includes answers to the state's unique income tax rules. Thanks for your feedback

[Gail in Virginia]

I am looking at Thomson-Reuters PPC DeskBook series for part of my research needs. I have used the one for 990's for several years. Has anyone else used them (particularly on-line) and what do you think?

[Guest Taxed]

Is that also called QuickFinder?

[joanmcq]

No, the PPC deskbooks are a lot more in depth. This year I bought the Quickfinder All states on ProReview, which is a iPad app. I'll probably switch back from The Tax Book to Quickfinder just because I like ProReview so much.

[Guest Taxed]

I think I am going to try Taxbooks Weblibrary Plus next season. I think it will take care of 95% of the tax questions that I typically look up during the season.

[mcb39]

I use Quickfinder 1040 and Small Business. I purchase the All States about every third year. I also use the CCH 1040 Express Answers and the USMasters Tax Guide. For WI, I use the very comprehensive Wisconsin Tax Guide. And, always, Pub 17 is on the top of the pile except for this year when we didn't get it until tax season was nearly over.

Plus, there is the ATX Community Board which is the best source of research that I have yet to find. If all else fails, just ask; and someone is sure to tell you. Thanks to all!

[Guest Taxed]

I am using pub 17 less and less every year. This year I did not get it until mid March and I did not even miss it!

Also the help files are getting much better each year.

When I first started pub 17 was like the bible of tax prep work!