Tax Compliance (Preparation/Planning)

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

We require new clients to have a First-Year Tax Compliance Client Evaluation: 15 Minutes before inviting you to purchase our tax compliance service. (Returning tax compliance clients do not need this new client evaluation.) We want to see if we are a good fit for each other.

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