Tax Compliance (Preparation/Planning)

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

Update October 21, 2021

We plan on accepting a limited number of new clients for our 2021 tax compliance service if eligible for trader tax status. In 2021, we experienced a surge in demand, and we are adding CPAs.

If you are interested in becoming a new tax compliance client, please send us a confidential email at

Thank you,

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