Tax Compliance (Preparation/Planning)

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

Update July 1, 2021
2020 taxes: We stopped accepting new clients for our 2020 tax compliance service. However, returning 2020 tax compliance clients should contact us ASAP.

2021 taxes: We plan to accept new clients eligible for trader tax status (TTS) or proprietary traders for our tax compliance service. A few requirements:
  • Start the process with a 50-minute consultation in 2021, where we establish if you are eligible for TTS and benefit from our 2021 tax compliance service. We accomplish much more in this consultation, like whether a trading entity is good for you. A consultation earlier in 2021 counts.
  • Next, at your email request, we will schedule a new client evaluation (NCE). Darren Neuschwander or Adam Manning will look at your prior-year tax return and our above consultation memo. They will give you a quote estimate of our fees and an idea of the value you might receive from using our tax compliance service. Finally, we hope to invite you to purchase our service. See our partial payment and minimum price for first-year trader clients. Click here

If you are interested in becoming a new client or have any questions, please send us a confidential email at

Purchase our service

We look forward to working with you.

CPA Members Robert A. Green, Darren L. Neuschwander, and Adam W. Manning