Our Process

Using cloud-based systems, industry-leading content and our brick-and-mortar office building, we are able to cater to the needs of traders around the world.

Most of our trader and hedge-fund clients trade online. These clients use their computers to manage their trading business from their home-office or other places of business (e.g., their jobs). These traders also prefer to use this “virtual process” to work with their professionals. Traders are not alone here, as our non-trader clients also prefer the virtual process. We all agree that this process is better than the old-fashioned way of doing business for the following reasons:

Efficiency

The virtual process is more efficient. This saves you, the client, money in terms of our fees and your lost time. You no longer have to play phone tag with your accountant and/or attorney and lose time traveling to your old-fashioned professional’s office with a shoebox of papers. With our firm, simply upload and download your files and our work product in a fully secure and encrypted manner.

Effectiveness & Reach

The virtual process allows you to pick the best firms in the country. You’re no longer are stuck choosing among your local firms, few of whom are experts in trader taxation and hedge-fund services. Traders enjoy the lifestyle of small and large towns all around the country, and they don’t need to rely on local firms who aren’t experts in trader taxation and hedge funds. Movie houses brought big city entertainment to every corner of America, and the Internet is bringing our leading trader and hedge fund website and professionals everywhere as well.

Documentation

The virtual process involves secure data uploads/downloads, e-mails, phone calls and online video communications. Paperwork that cannot be uploaded, e-mailed or faxed is sent by courier or priority mail. Clients like being able to refer back to all our written e-mail communications from our professionals. This prevents misunderstandings and items that can fall through the cracks.

Convenience

Clients find it inconvenient to visit their accountants’ offices. Many clients are even stuck making several trips. Phone tag with secretaries and busy old-fashioned professionals who are unorganized is a waste of time. Our virtual cloud-based process is easy to work with. But let’s not get carried away — taxes, accounting and work still require the highest possible quality and can be a challenge. Clients use our Web site, checklists, client organizers, guides and other tools to get organized. This saves money on our fees and it leads to better tax savings. Clients read our e-mails and reply when it is convenient for them, although we hope clients strive for timeliness, too. We almost always reply within a few hours and never take more than a day to keep you posted and acknowledge your communications. The process is very well-organized. We also offer video conference meetings via online video like Skype and GoToMeeting.

Centralized Quality Control

While our client service reach is national and global, our quality is local. It’s centralized at our main production office under the design and supervision of co-managing member Darren L. Neuschwander, CPA. We use best practices and professional standards for CPA firms. One of our top CPAs carefully reviews each work product before completion and delivery. While we may be growing fast, quality control remains king! We only hire the smartest and best CPAs and CPA candidates. Competitors may offer attractive pricing, but most don’t use CPAs, and some prepare tax returns offshore. Watch out — their quality is poor.

Personal Touch

We have a good long-term relationship with our clients and provide a “personal touch” fostered by many “conversations” via e-mail and phone, year after year. Whenever possible, we also enjoy meeting our clients face-to-face. We meet many clients at trade shows around the country. We look forward to getting to know you soon.

Testimonials

I hope that you are holding up well during the tax season. I wanted to take a minute to express my gratitude for taking care of our first partnership tax return preparation.  Mandy (Amanda Smitson) was very easy to work with and her professionalism was outstanding.  I don't know if you do customer satisfaction surveys, but if you did there would be nothing but top ratings for her and her work. I look forward to the same type of experience once we get started with our joint return for 2014. Thanks.

Gary


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