Tax Compliance (Preparation/Planning)

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

Update September 5, 2018: Sorry, we are not accepting new clients for 2017 tax preparation engagements until after the extension due dates of September 17, 2018, for partnerships and S-Corps, and October 15, 2018, for individuals. We suspended our First-Year Tax Compliance Client Evaluation: 15 Minutes until after October 15, 2018. Returning tax preparation clients should communicate with their assigned CPA for engagement.

We are still accepting new clients for our consultations and entity formation services with Robert A. Green, CPA. If you can wait, we will resume offering tax compliance services for late filings after October 15, 2018. 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.

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