We had a great experience with Traders Accounting. Raven was very helpful and guided us through the entire process. Communication was great and we appreciate all the help. We will be returning customers. read more

I got in line for them to do my taxes probbly late feb or march and they ended up doing an extention, along the way they gave me no status of my paper work until they wanted my details and waited months after i paid them. The support lady shannon didn't read my whole emails and would just do the first item. I requested a meet and greet with the CPA for feedback, Raven said yes but shannon never followed up on it when i requested it by email. Shannon would call me on a non business line and wouldn't leave a message. In the end, after a while of hang ups she would leave a message which I promitly returned her call at my break time, I do work 40 hours a week and can't drop my work for a non emergency call. I get allot of calls that want to buy my home. In the end, they are too busy and i have no idea how to get into the inner circle of excellent service. read more

We had a great experience with Traders Accounting for the last nine years. Shannon was very friendly, helpful and is good at explaining things in a direct understandable manner (both verbal and email communications). We really appreciate that style of communication! James our CPA is knowledgeable and has always done quality work and answered any and all questions. Great accounting firm that has completed both my LLC and personal taxes. They deliver what they promise. The manner in which the taxes are authorized and paid is very straight forward and understandable. We appreciate their services and plan their continued use in the future. read more

They are a predatory scam, they charged my card without any authorization and ignored my emails afterwards. Eventually I filed a chargeback and it was an open and shut case for my credit card company because they had no proof that I authorized any charges. They provided no services, ignored my emails for 22 days, and even after filing a chargeback, they still emailed me saying they wanted to keep the money! Absolutely ridiculous with zero conscience in how they do business! read more

Traders Accounting - Accountants Near Me - Surprise, Arizona

If you have aspirations of professional trading, the best way to do it is with an entity either a Corp. or LLC. Traders Accounting can keep you from making some very expensive mistakes. Raven Johnson and her team know about the business aspects of trading than most CPA's. Their people are great and their customer service is awesome! I've been a client for 11 years. Allen H read more

Summary Their motto is "You Trade, we'll do the rest." But the fact is that they will do the "rest" incorrectly to your disadvantage. If you hire a housekeeper, do you want them to forget to clean the baseboards and under the table? Their initial draft had me receiving $9,807. The final submission by a different Firm has me receiving $13,732. Although the extra $3,925 is nice; I know my Taxes have been submitted accurately and the Firm that filed them stands behind it 100%. Background I had a CPA that I love that prepared my Taxes for 4 years. The only reason I decided to search for someone else was because my Taxes were becoming more complicated with Trading. I still highly recommend my old CPA to friends/family. Review I am a Professional (Physician, Trader and Entrepreneur). I had been trialing a new CPA in Redwood CA and had concerns about what he had prepared so I reached out to Traders Accounting to review his work ($200). They agreed that his prepartion was riddled with significant errors so I asked them to prepare it instead and they agreed they would ($745). The owner/manager is named Raven. I am unsure of her qualifications, but I do not think she is a CPA. I asked if I could do an Introduction with the CPA (Jerry Allison) that would be preparing my Taxes and she said that that would cost extra and recklessly stated that it 'would not influence the documents prepared.' They began to send me various upselling offers to sign up for products or attend various conferences. I attended one of the Virtual Conferences; it was full of sales pitches to buy their products to help your Trading. In fact, the CPA from TradersAccounting was supposed to speak at the Conference about "Trading and Taxes: How does it affect you?" but days before they apparently cancelled on the Firm due to 'unknown' issues. After I received the first draft of the Firm's preparation of my Taxes, I emailed a detailed summary of questions. I was told that it would cost $215/hr to have the questions addressed. My goal is the have my Taxes prepared accurately and so I was not concerned about the additional upsell fees. I scheduled to speak with the CPA but they stated that it could not be done virtually, which is very odd in this day and age - it might take 10 mins to discuss something virtually or facetime but would take longer via phone. Nevertheless, I had no choice as the deadline was fast approaching. The CPA called me and ironically, he had not seen my detailed written questions that I sent to the Firm via email (Raven and her assistant never sent it to him) so I had to spend at least triple the time to spell the questions out to him again over the telephone. He seemed nice and knowledgeable, he acknowledged some of the errors quickly. And as far as I know, he only told me one significant incorrect interpretation of Tax Law. Also, knowing more of my personal circumstances did in fact change deductions he included in draft2, contrary to what Raven had previously stated. Raven's assistant then sent me the second draft. I reviewed it and emailed back 2 questions. One of those questions did pertain to a mistake my old CPA had done in not accurately carrying over losses from previous years. But even after having the mistake pointed out, this Firm refused to help fix it to ensure that the current preparation was submitted accurately. It appears that some of my questions were being answered by non-CPAs (i.e. Raven and her assistant) but it was difficult for me to know because I was only able to correspond with the middle personal (i.e. Raven and her assistant). Lol, Raven acts like the pimp of the CPA. Per the advice of my old CPA, I asked the Firm to reference the IRS code to support incorrect information they were telling me, but they would/could not. About 4 days before the deadline, Raven forwarded me a response from the CPA which continued to stand behind an incorrect interpretation of Tax Law. Raven attempted to pressure me to either sign off on the incorrect preparation or miss the deadline. At this point I knew that I would not be working with this Firm again in the future - so I responded to her with an ultimatum: either a) provide a full refund within 24 hours or b) agree that your Firm would be responsible for all expenses necessary to fix the errors in the future. Like a teenager, Raven immaturely attacked me as being the problem by incorrectly characterizing that I had been through 3 CPAs in 2 years when in fact, Traders Accounting did exactly what they bashed the Redwood CPA for doing. But luckily, she quickly provided me a full refund so I could be done with her and her Firm. Since Raven provided me the refund, instead of filing a complaint with the Arizona State Board of Accountancy, I am only writing this review to educate and warn potential clients to save them similar experiences. It is my hope that the Firm will either drastically change it's practices or just shut it down. read more

Customer service is absolutely amazing. Raven the time to answer all my questions and made me feel comfortable that I made the right decision choosing them! Would definitely recommend to my family and friends! read more

DO NOT USE THIS COMPANY. They have several "packages", all of which are VERY over priced. You can form your own LLC/S-corp/C-corp/Multi-member LLC on legal zoom or zen business for a fraction of what Traders Accounting charges you. If you are looking to file your taxes with them, you are better off with anybody else. Their CPA isn't anymore knowledgeable than any random you would get at H&R block, and so busy during tax season, he barely has the time to get back to you. They force everyone to file an extension on their taxes and have a deadline (that is well before the actual tax deadline) to submit all of your paperwork to them. If you miss it, well you're out of luck. They wont give you a draft of your return until months after the last day to submit your taxes. So you have to do the taxes on your own, or hire another CPA to do them, so you know what you owe. By the way, you can file for an extension for free, on your own, in less than 5 mins, on the IRS website: https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return And, lastly, if you have questions about anything, they make you do a phone consultation, instead of just answering the question. They charge by the hour, for these phone consultations. read more

scams! beware, they are pathological liars and just simply put a scamming company. they will charge you upfront (because they know they are not providing any service whatsoever), and they say your documents were reviewed by a tax professional (no, they don't have a tax professional). read more

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! read more

Shannon was very friendly, helpful and is good at explaining things without fluff (direct and to the point). Appreciated that style of communication! Jerry my CPA was knowledgeable and patient. Answered all my questions. Great accounting firm if you trade heavily and need your taxes done right! read more

Raven was very informative and taught me a lot. She cares about her clients and wants the best for them. She listened to my concerns and spent her time to answer my questions. I never felt rushed and I felt cared about. Thanks Raven! read more

Purchased the Platinum Package from Traders last October. The entity formation of my LLC was a smooth and easy process. When my taxes were completed recently, they saved me more than my past CPAs. It was a pleasure working with Traders.  Their customer service was top notch! read more

Raven was extremely helpful and kind. I will definitely be back next year! Thank you so much!

I was lost on what to do and didn't now no where to turn too for information about this business. Until that is I found this company. They helped me form my corporation and I am very pleased. read more