Do you qualify for trader tax status? Should you elect MTM accounting? Can you benefit from an entity? How does the new tax law impact you? Our answers can save clients thousands of dollars.

December 21, 2020 update: We are scheduling consultations for January 2021; December 2020 is sold out. 

After you absorb our content, you will probably have some questions. The best way to get quick and dedicated answers is via a personal consultation with Managing Members Robert A. Green, CPA, and Darren L. Neuschwander CPA, or one of our tax attorneys.

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If you want to engage our CPA firm for our tax compliance service and entity formation service, we require a 45-minute paid consultation first. 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, the new tax law, and more, which are useful in tax preparation and planning. Often, the client doesn’t need a trading entity right away.

For additional insight, read Consulting: Popular Topics.

Feel free to invite your local CPA, tax attorney, partner, or staff to join the consultation conference call.

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