We Take Ownership From Day One
From the moment you sign, we integrate seamlessly to protect your filings, uncover savings opportunities, and keep your team focused on priorities—not onboarding chaos.
1. Zero Gaps in Filing Coverage
We coordinate directly with your prior provider to secure all historical data, assessments, and return files. Your onboarding plan is aligned with upcoming deadlines to prevent missed returns, penalties, or duplicate filings.
Example: A large printing company with over 100 U.S. locations switched mid-season. We completed the transition
in under 30 days with
zero missed deadlines—delivering
tax savings right out of the gate.
2. Experienced Advisors Lead Every Transition
Your onboarding isn’t handed off to junior staff. A senior tax professional manages your transition, evaluates prior filings for savings opportunities, and ensures strategic continuity from day one.
Why It Matters: Many firms delegate onboarding to entry-level staff, leading to errors, omissions, and missed optimization opportunities.
3. Data Transfer Tailored to You
Whether your data lives in spreadsheets, internal systems, or legacy platforms, we adapt to your tools—not the other way around. We handle the heavy lifting on data conversion and recommend streamlining opportunities where it makes sense.
4. Proactive, Transparent Communication
You’ll never wonder where things stand. We establish a communication cadence with regular updates, milestone check-ins, and real-time access to your onboarding progress.
5. Immediate Value Beyond Compliance
Onboarding is more than a transition—it’s a chance to uncover value. We conduct a preliminary assessment review to identify overvaluations, misclassifications, and appeal opportunities that can reduce your upcoming liabilities.
Result:
A Fortune Global 500 manufacturing company with over 100 U.S. locations switched to Baden and realized
over $1 million in savings in the first few months. The client has reported greatly
improved responsiveness, more
proactive tax reduction strategies and
significant overall service improvement.
