Tax Compliance (Preparation/Planning)

With the Tax Cuts and Jobs Act in effect, it's a good time to engage our CPAs.

New clients: Before purchasing our tax compliance service, kindly schedule a new client evaluation (NCE)*. Darren Neuschwander, CPA, will look over your prior tax returns, determine if we are a good fit, and provide a price quote. This NCE does not come with tax advice; our consultations are for that. We do not require an NCE for returning tax compliance clients, and entities that we formed.

*Update on September 6, 2019: It’s too close to the 2018 tax deadlines, so we suspended accepting new clients for our tax compliance service until after October 15, 2019. Returning tax preparation clients should communicate with their assigned CPA for engagement. We are scheduling NCE after October 15, 2019.

Consider our tax compliance service after October 15, 2019. Read about late-filing and late-payment penalties on our blog posts: Tax Extensions: 12 Tips To Save You Money, and March 15 Is Tax Deadline For S-Corp And Partnership Extensions And Elections.

We still offer our other services now, including trade accountingconsultations and entity formation services with Robert A. Green, CPA. 

Proceed to engagement:

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