Tax Compliance (Preparation/Planning)

We offer virtual tax compliance service to Americans living everywhere, specializing in traders, investment managers, investors, and small businesses.

We welcome clients to purchase our tax compliance service for 2017 tax preparation, 2018 tax planning, and amended or late-filed tax returns.

First-Year Clients: If you are interested in our tax compliance (preparation and planning) service and plan to purchase it for the first time, we require a 15-minute client evaluation (no payment required) before inviting you to sign up for our tax compliance service. Returning tax compliance clients do not need this assessment. (If you want to use trader tax status (TTS), but are unsure if you qualify for it, then we require a 45-minute consultation in advance of our Client Evaluation, which does not assess TTS. Read our blog post How To Become Eligible For Trader Tax Status Benefits.)

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; you don’t have to be a trader to enjoy our incredible customer service and virtual process.
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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