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 $250.00
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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45-Minute Consultation With CPA/Managing Member For General Clients

Price $250.00
Is an entity right for you? Are you taking maximum advantage of employee-benefit plan deductions? What’s the new tax law’s impact on your 2018 tax planning? These questions and more can be answered in this consultation.
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IRS and/or State Tax Exam 45-Minute Consultation

Price $250.00
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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45-Minute Consultation With Tax Attorney

Price $300.00
Our tax attorney deals with tax treatment for financial products, international tax matters, hedge funds, and tax controversy.
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Price $1.00
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