Tax Compliance (Preparation/Planning)

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

Update September 4, 2020, for new client evaluations:
We are accepting new clients for our tax compliance service after October 15, 2020, 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 2020 and 2019 tax compliance (planning/preparation) services for new clients, kindly wait to schedule your new client evaluation after October 15, 2020.

2019 tax returns for individuals on extension are due October 15, 2020; however, it’s too close to our firm’s deadline to accept new clients for our 2019 tax compliance service. We can offer our tax compliance service after the October 15, 2020 deadline, but your tax return will be late.

The NCE is not a paid consultation, needed to assess TTS. We available for a 45-minute paid consultation now and through the October 15 deadline.

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