Tax Compliance (Preparation/Planning)

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

Update May 17, 2021

The IRS postponed the 2020 individual tax filing and payment deadline from April 15 to May 17, 2021. For Texas, Oklahoma, and Louisiana residents, the deadlines are June 15, 2021. (See our blog post for details.) A 2021 Section 475 election was due by the above-postponed deadlines. Many traders filed for an automatic extension, and their 2020 individual tax returns are now due October 15, 2021. However, there is no extension for a Section 475 election.

Returning tax compliance clients should purchase our 2020 tax compliance service ASAP.

Due to a surge in demand, we stopped accepting new clients for our 2020 tax compliance service. We consider new clients for our 2021 tax compliance service after October 15, 2021.

Our recent blog posts will help: Tips For Traders: Preparing 2020 Tax Returns, Extensions, and 475 Elections and Traders Should Consider Section 475 Election by the Tax Deadline. Also, consider our recent Webinar recordings and Green’s 2021 Trader Tax Guide

We answer tax questions in a 50-minute consultation. If you have questions about filing a 2020 tax return with trader tax issues, consider a consultation with Adam Manning, CPA.

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. After the tax deadline, we can offer our tax compliance service, 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