Tax compliance (preparation/ planning)

We offer our tax compliance service to traders throughout the U.S. We also help traders who are U.S. residents living abroad.


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

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General Clients

We offer our tax compliance service to repeat clients. And, to new clients providing, we handle your trader entity tax returns, too. We prefer to focus on traders.

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Investment Managers

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.

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