TRADERS
SERVICES: TAX PREPARATION: VIRTUAL PROCESS

Our Virtual Process
Most of our trader clients use the "virtual process" to trade online. These clients use their computers to manage their trading business from their home office or other places of business (i.e., their jobs). These traders also prefer to use the virtual process to work with their CPAs and tax attorneys. Trader are not alone here, as our Internet-enabled non-trader clients also prefer the virtual process.

We all agree that the virtual 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 lose half a day or more traveling to your old-fashioned accountant’s office with a shoebox of papers.

Effectiveness
The virtual process allows you to pick the best firm in the country. You no longer are stuck choosing among your local accounting firms, almost none of whom are experts in trader taxation.

Documentation
The virtual process involves mostly e-mails and some phone calls. Paperwork that cannot be emailed or faxed is sent by courier or priority mail. Clients like being able to refer back to all our written communications. This prevents misunderstandings and items that can fall through the cracks. This way, our firm insures the fee on your job will be low.

Convenience
Clients find it a pain in the neck to visit their old-fashioned accountant’s offices. Many clients are even stuck making several trips, just to bring open items later on. Phone tag with secretaries and busy old-fashioned accountants who are unorganized in the Internet sense is a real pain. Our virtual process is almost painless, but let's not get carried away – taxes are still a pain. Clients use our Web site checklists, client organizers, guides and tools to get themselves organized. This saves money on our fees. Clients read our e-mails and reply when it is convenient for them. We almost always reply within minutes, and certainly never take more than a few hours. The process is organized in each of our e-mail folders.

Personal touch
We have a good relationship with our clients and provide a "personal touch" fostered by many "conversations" by e-mail and phone, year after year.