Consulting

We can help you answer some of the most pressing questions traders face. Do you qualify for trader tax status? Should you elect MTM accounting? Can you benefit from an entity? Our answers often save clients thousands of dollars.

45-Minute Consultation With CPA/Managing Member For Traders

Price $270.00
Do you qualify for trader tax status? Should you elect MTM accounting? Can you benefit from an entity? How does the new tax law impact you? Our answers can save clients thousands of dollars.
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IRS and/or State Tax Exam 45-Minute Consultation

Price $270.00
IRS and state revenue agents are not trader tax experts, and their tax exams often turn in the wrong direction. Get the help you need from us early in the process. It can make a world of difference in the outcome.
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Trader Tax Return Review Service – 60 Minutes

Price $350.00
Many traders don’t collect all the tax benefits they are entitled to on tax return filings. Local accountants are not experts on trader tax matters, and even they make common mistakes. Use our service to fix and improve your tax return filings, and get the second opinion you deserve.
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