Do you qualify for trader tax status? Should you elect mark-to-market accounting? Can you benefit from an entity? Our answers usually save clients thousands of dollars.

After you spend time in our Trader Tax Center, you will probably have some questions. The best way to get quick and dedicated answers is with a personal consultation with your choice of CPA Managing Members Robert A. Green or Darren L. Neuschwander.


Most of our clients start their relationship with us with a consultation; we get to know each other and form a good plan for execution. We find this step-by-step approach the best way to do business on the Internet.

For example, if you’re interested in a new trading entity, start with a consultation and afterward upgrade to our entity formation service. During the consultation, we make good headway on trader tax status, big picture tax issues and more, which are useful in tax preparation and planning.

For additional insight, read Consulting: Popular Topics.

We often provide consulting to other accounting firms and law firms for the benefit of their clients. We are very supportive of other professionals, and we reinforce (rather than interfere with) their customer relationships. Feel free to invite other professionals to join our consultation.

If you have any questions about our consulting services please contact us.

We look forward to working with you soon.

Managing Members Robert A. Green, CPA and Darren L. Neuschwander, CPA