Traders Accounting

"March 9, 2024: Have been calling and emailing for 2 weeks now and no response... Paid for tax preparation in advance but now I may need to find another CPA... Update on March 11: received a call from them. They stated they are committed to file for an extension. Changing the rating. Will update the review once the extension is filed. Update on March 18: tax returns have been filed!"

"Recommend this place if you are a trader. Every experience I had with this company so far, as a new customer has been great. From the phone call, to the paid consultation , to the emails. Professional CEO Raven. No complaints."

"Busy, busy, busy. No time for this but will leave this as a warning for the next person. Here's my experience. Because of a delay with one of my brokers I contacted Krystal to do my taxes on 3/17. All she told me via email is the price, nothing was mentioned about a deadline to send over my tax papers. You will see why this matters later. Then I was sent letter of engagement, I went through it, filled it out and send it over. Then I was informed by Shannon that my taxes cannot be filed before 4/18 as they don't have the capacity but they can file for an extension. But if I owed anything it had to be paid before 4/18. So I asked if I can send them my tax papers so they can tell me if I owe anything. Answer was that I was informed on the phone by Krystal about this. I am interested how the lady(Shannon) knew what Krystal and I spoke about because that was not mentioned by Krystal. "When you spoke to Krystal when signing up, she did inform you that we would file a zero tax due or you could tell us what you wanted to pay." I am sorry Shannon, I only emailed Krystal and I don't see this in our conversation, perhaps you have some hidden proof that I do not? Anyhow Shannon being rather cold told me they will go ahead and file for a zero extension. At this point going back and forth I decided to call and ask for a refund. I was informed there's a HUNDRED dollar non-refundable fee, I was told it's for the preparation of the Letter of Engagement. Okay I wish I was paid $100 to send a generic email with a generic attached file. I felt like my business was handled unprofessionally and with an attitude(thanks Shannon). Definitely not what one would expect for $750. Nowhere in the letter of engagement or the other attached documents did I see that I had to send over my tax papers by 3/17 to Traders Accounting. But somehow I was informed about this. Definitely a memorable experience."

"We had a great experience with Traders Accounting. Spouse and I have W2 wages, and I am also a day trader. Very responsive, professional, efficient, and effective. From the customer success representative to the CPA themselves, the whole team is outstanding. So glad we found them and will continue to have our taxes done with them for as long as they maintain this 5 star service!"

"This organization is great and I think their CPA Jerry is just awesome. I own a business plus day trade and its been good to have these guys on my side these last couple of years. I live on the other side of the country but the secure online portal makes doing business very easy. They are responsive and not afraid to reach out with a phone call. I definitely recommend Traders Accounting."