IRS & State Tax Representation

Don't lose sleep over tax exams. Contact us right away for guidance.

The heat has been turned up on traders, wealthy taxpayers, offshore accounts, cryptocurrencies, and more in IRS and state tax exams. Our CPAs are the best people to have in your corner.

Start with a 50-minute consultation, and we will focus on the IRS or state issues raised. If we agree to represent you in a notice, exam, appeal, or tax court petition, we will email you a link to purchase our IRS or state representation service.

  • IRS and/or State Tax Notices – Partial Payment ($950)
  • IRS and/or State Tax Exam Representation – Partial Payment ($2,500)

Traders open the door to IRS and state exams by messing up cost-basis reporting and wash sale losses, trader tax compliance, and international matters. Start off by reading our Trader Tax Center page: Dealing with the IRS & States. We have the fewest traders examined and the best record in dealing with the IRS. The IRS has audited a minuscule number of our trader tax compliance clients since Congress enacted new trader tax laws in 1997. To date, we’ve had very favorable results.

Many traders who don’t use our tax compliance services have engaged us in tax representation services after messing up their tax return filings. We can’t believe all the poor work we have seen. Watch These Tax Errors Will Cost Professional Traders Dearly.

If you have any questions about our IRS and state tax controversy services, please contact us.

We look forward to working with you soon.

Members Robert A. Green, CPA, Darren L. Neuschwander, CPA, and Adam Manning, CPA