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.

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. 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