Tax Compliance (Preparation/Planning)

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

Update on October 16, 2020, for new client evaluations:
We accept 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.

By email, please request a new client evaluation (NCE). It’s a 15-minute phone call at no charge. We determine if we are a good fit and give you an estimate of price and value. Returning clients should contact their assigned CPA in our firm; they don’t need an NCE. 

The NCE is not a paid consultation needed to assess TTS. Consider a 45-minute paid consultation to discuss your questions, TTS qualifications, elections, entities, and more.

2020 taxes: Now is an excellent time to commence year-end tax planning. Our service includes the preparation of your federal and state income tax returns, too.

Past due returns: 2019 tax returns on an extension were due October 15, 2020, for individuals, and September 15, 2020, for partnerships and S-Corps. We can offer our tax compliance service after the tax deadline, but the IRS and state might assess late payment and late filing penalties and interest.

Amended tax returns and NOL carryback refund claims: We’re happy to work with clients on amended tax return filings and five-year NOL carryback refund claims for NOLs arising in 2018, 2019, and 2020 under the CARES Act.

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 handle your individual tax returns, too.

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

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