Tax compliance (preparation/ planning)

We offer services for all types of traders: retail traders benefiting from trader tax status, active investors with investor tax status, proprietary traders, and international traders. Click on an item below to begin working with us.

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.