Tax Compliance (Preparation/Planning)

We offer our virtual tax compliance service to Americans living everywhere. We specialize in traders, investment managers, investors and small business.

Read our blog post Be Successful This Tax Season.

First-Year Clients: If you are interested in our tax compliance service and plan to purchase it for the first time, we require a 15-minute tax compliance consultation before you sign up. (Returning tax compliance clients do not need this service.) Learn more and purchase this service here: First-Year Tax Compliance Consultation Required: 15-Minutes.

Traders: We specialize in different types of traders: active traders benefiting from trader tax status, traders with investor tax status and proprietary traders trading a firm’s capital.

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Investment Managers: We specialize in tax compliance for management companies and U.S.-based hedge funds. Visit our separate Investment Management section for more information.
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General Clients: We are a full-service CPA firm catering to small business, and you don’t have to be a trader to enjoy our incredible customer service.
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Learn more in the Explore Tax Compliance links (above, right side).

Late or amended tax returns: We are happy to work with clients on late or amended tax return filings.

If you have any questions or would like a quote, please send us a confidential email at Tell us about your tax file.  We will reply with an estimated price.

We look forward to working with you.

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