Tax compliance (preparation/ planning)

Traders, eligible for trader tax status, are entitled to tax benefits on individual, partnership or S-Corp tax returns. Some traders also utilize a C-Corp management company. We offer our tax compliance service to all these types of traders.

We handle many types of clients including employees, businesses, investors and U.S. residents abroad.

We focus tax compliance for start-up, incubator, and smaller hedge funds and their investment advisers. We handle annual tax return planning and preparation, including investor K-1s at year-end, plus management company and individual tax return preparation and planning for the owners.