Stay away from Traders Accounting in Surprise AZ

Discussion in 'Taxes and Accounting' started by vinky5, Oct 17, 2022.

  1. elite1974

    elite1974

    It is also capped at 10,000 trades.
    I am not sure there might be other limits.
     
    #11     Oct 18, 2022
  2. vinky5

    vinky5

    But those are not big deals, all you have to do is upload the 1099B from the brokerage into TurboTax and it deals with it I think
     
    #12     Oct 18, 2022
  3. newwurldmn

    newwurldmn

    That should bother you. A proper professional services firm shouldn't be soliciting you. That might even violate the standards of the CPA.
     
    #13     Oct 18, 2022
  4. vinky5

    vinky5

    I wrote my same review summary on BBB and she responded attacking me more lol. She just doesn’t get it. I hope a lot of people don’t get hurt by them. A part of me wants to file a complaint with the Arizona Accountancy Board but I have way too many things on my plate; I take care of 4 elderly disabled along with my own stuff
     
    #14     Oct 18, 2022
  5. zdreg

    zdreg

    Do you mean over 10M in one trade?:D
     
    #15     Oct 18, 2022
  6. elite1974

    elite1974

    Turbotax cannot support any entries (including totals) over 10M.
    Also, it cannot support more than 10,000 trades.
     
    #16     Oct 18, 2022
  7. newwurldmn

    newwurldmn

    If this is your post, then you come across as being whiny and unprofessional.

    https://www.bbb.org/us/az/surprise/profile/accounting/traders-accounting-1126-2000201

    It also has nothing to do with what you said in the original post of this thread. Further, her response is pretty professional given your rant.

    EDIT: If you are a professional (doctor) who engages in entreprenurial activities, shouldn't you already have an accountant that does your taxes? Why wouldn't you just use them? Especially if you are a doctor with your own practice. If you have a bunch of startup businesses that you invest in, then you should be inundated with K1's which would require or benefit from using an accountant. That accountant should know your whole financial picture.
     
    #17     Oct 18, 2022
  8. vinky5

    vinky5

    nope that was not my review, mine was a factual summary and professional with some opinions sprinkled in. Lol apology accepted from you, newwurldmn
     
    #18     Oct 18, 2022
  9. newwurldmn

    newwurldmn

    That's the only review on the BBB.
     
    #19     Oct 18, 2022
  10. vinky5

    vinky5

    Maybe mine has not been published yet, I just wrote it 2 days ago and then they responded yesterday and then I responded yesterday and now she responded again this morning (but I have not had a chance to read it yet). Maybe they only publish them once the 'process' is completed
     
    #20     Oct 18, 2022