New Client Evaluation

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Update September 4, 2020, for new client evaluations:
We are accepting new clients for our tax compliance service after October 15, 2020, providing you are eligible for trader tax status (TTS), are a proprietary trader, or are an investment managerPlease request a new client evaluation (NCE) to determine if we are a good fit and to give you an estimate of price and value. Returning clients should contact their assigned CPA in our firm ASAP; they don’t need an NCE. 

For 2020 and 2019 tax compliance (planning/preparation) services for new clients, kindly wait to schedule your new client evaluation after October 15, 2020.

2019 tax returns for individuals on extension are due October 15, 2020; however, it’s too close to our firm’s deadline to accept new clients for our 2019 tax compliance service. We can offer our tax compliance service after the October 15, 2020 deadline, but your tax return will be late.

The NCE is not a paid consultation, needed to assess TTS. We available for a 45-minute paid consultation now and through the October 15 deadline.

To get started, email us a request for a “New Client Evaluation,” specify the year (2019 or 2020) and tell us a little about your tax file, including whether you qualify for trader tax status, are a trader at a proprietary trading firm, or are an investment manager.

We will email you a link to schedule a 15-minute session, and to upload your prior-year tax return.