Tax Compliance (Preparation/Planning)

Traders have unique tax needs, and we offer them excellent value in our tax compliance services.

Update July 16, 2020 for new client evaluations:
We are accepting new clients for our tax compliance service, providing you are eligible for trader tax status (TTS), are a proprietary trader, or are an investment manager. Please request a new client evaluation (NCE) to determine if we are a good fit and to give you an estimate of price and value. Returning clients should contact their assigned CPA in our firm ASAP; they don’t need an NCE. 

For 2019 tax compliance/preparation services request a new client evaluation (NCE) now. Hopefully, you filed a 2019 automatic extension by July 15, 2020, for three additional months until October 15, 2020. A 2020 Section 475 election was also due by July 15, 2020, under Covid-19 tax relief.

For 2020 tax compliance (planning/preparation) services, kindly wait to schedule your new client evaluation after October 15, 2020.

The NCE is not a paid consultation, needed to assess TTS. We available for a 45-minute paid consultation now.

Proceed to engagement:

Traders: We focus on traders eligible for trader tax status (TTS) and proprietary traders.

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Investment Managers: We also focus on investment managers and U.S. hedge funds.

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Non-Traders: We welcome returning clients who are not traders. If we prepare your trading company tax returns, we are happy to prepare your individual returns, too.

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Learn more in the “Explore Tax Compliance” links (above, right side).

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

If you have any questions, please send us a confidential email at

We look forward to working with you.

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