50-Minute Consultation With CPA/Member For Traders

Price: $350.00


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Our consultation service is an excellent way to start working with our firm. It allows clients to get their crucial tax questions answered. We get comfortable with each other, leading to successful entity formation, tax compliance (planning and preparation), accounting, IRS controversy, and other services.

We require this consultation before you purchase our entity formation service so we can see if forming one is right for you. We also require a consultation before accepting new clients for our 2021 tax compliance service since we only accept new clients if they are eligible for trader tax status (TTS). 

How the consultation works

After purchasing this service, see the "Downloadable Items" at the bottom of our email receipt. Click that pdf file for instructions, which includes links to the online calendars of Robert A. Green, CPA, Darren Neuschwander, CPA, or Adam Manning, CPA. You choose the CPA that you prefer. 

These consultations often cover:

  • Trader tax and accounting questions.
  • Qualification for trader tax status (TTS).
  • The impact of wash sale loss rules on securities.
  • Whether you should elect Section 475 MTM ordinary gain or loss treatment for exemption from WS and the capital loss limitation, and an opportunity for the 20% QBI deduction on 475 net income.
  • Whether you should file a forex Section 988 capital gains election allowing Section 1256(g) lower 60/40 tax rates.
  • Cryptocurrency tax and accounting questions.
  • Whether an entity is valuable and which is the best structure for your needs.
  • Arrange retirement and health insurance with an S-Corp.
  • Tax treatment differences for all financial products traded.
  • Tax-filing plan and planning opportunities.
  • The Tax Cuts and Jobs Act (TCJA) and
  • The CARES Act and recent tax laws impacting traders.
  • SALT cap workaround strategy. 

After the 50-minute consultation, we will email you a memo with our tax plan and suggested next steps. Phone time will be up to 45 minutes, and we spend 5 minutes preparing the email plan. When you upgrade to another service, such as entity formation and tax compliance, we pick up from where we left off.

Thank you,
CPA/members, Robert Green, Darrent Neuschwander, and Adam Manning.