Our Virtual Process

U.S. taxpayers located anywhere in the world can benefit from our convenient, safe cloud-based model.

Traders are virtual, and they prefer a virtual CPA service. We’ve been cloud-based for many years and didn’t have to rush to modernize during the pandemic. This affords us a national footprint, which is good since traders operate in all states.

Efficiency

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

Effectiveness & Reach

The virtual process allows you to pick the best firms in the country. You’re no longer stuck choosing among your local firms, few of whom are experts in trader taxation. Traders enjoy the lifestyle of small and large towns around the country and can rely on something other than local firms that need to be more expert in trader taxation.

Documentation

The virtual process involves secure data uploads/downloads, emails, phone calls, and online video communications. Clients like being able to refer back to all our written email communications from our professionals, as it prevents misunderstandings.

Convenience

Clients find it inconvenient to visit their accountants’ offices. Many clients are even stuck making several trips. A phone tag with secretaries and busy, old-fashioned professionals who could be more organized wastes time.

Our virtual cloud-based process is easy to use. But let’s not get carried away—taxes, accounting, and work still require the highest possible quality and can be challenging. Clients use our Website, checklists, guides, and other tools to get organized. This saves money on our fees and leads to better tax savings. Clients read our emails and reply when convenient, although we hope clients strive for timeliness. We almost always respond within a few hours and rarely take more than a day to keep you posted and acknowledge your communications. The process is very well-organized. 

Centralized Quality Control

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. Competitors may offer attractive pricing, but most don’t use CPAs, and some prepare tax returns offshore.

Personal Touch

We have excellent long-term relationships with our clients and provide a “personal touch” fostered by many conversations via email and phone year after year. We look forward to getting to know you soon.

How Our Tax Compliance Service Works

Learn more about our tax compliance service.