Robert A. Green, CPA
Owner & CEO of Green & Company Inc. (GreenTraderTax.com)
Co-Managing Member & Co-Founder of Green NFH, LLC
ROLE IN COMPANIES
EXPERIENCE IN COMPANY
PRIOR WORK EXPERIENCE
NYS CPA LICENSE & AICPA MEMBERSHIP
ROLE AT GREEN COMPANIES
CEO, Founder & Owner of GreenTraderTax.com and GreenTraderFunds.com,
Green & Company, Inc., and founder and leader of TradersAdvocacy.org,
and Green's Entrepreneurs Network
Co-Managing Member & Co-Founder of Green NFH, LLC, our CPA firm.
As founder and CPA/CEO of Green & Company Inc. (GreenTraderTax and
GreenTraderFunds), Green handles content generation, speaking, writing,
marketing, business development, alliances and more. Green authors and/or
edits most of the content on the GreenTrader site (including guides, books,
and blog), gives most interviews to the media and hosts our interactive
As Managing Member of Green NFH, LLC our CPA firm, along with Managing
Member Darren Neuschwander, CPA, Robert Green is involved with tax strategies,
opportunities, problems, client relations, reporting standards, working
with tax attorneys and more. Mr. Green handles most consultations with
clients, and entity formations using our outside attorneys working in
association with Green & Company, Inc. Mr. Green is also involved
with tax controversy, including IRS exams, appeals and tax court. Mr.
Green co-manages operations on the CPA firm, too.
Robert A. Green is a CPA and founder and CEO of Green & Company
Inc. (GreenTraderTax.com and GreenTraderFunds.com), a publishing company,
and Managing Member and Founder of Green NFH, LLC, a tax and accounting
firm catering to traders and investment management businesses. He is a
leading authority on trader tax. Mr. Green writes the “Business
of Trading” section for Active Trader magazine and is a Forbes blogger
for their column Great Speculations. He is also the author of The Tax
Guide for Traders (McGraw-Hill, 2004), Green’s 2013 Trader Tax Guide
and the annual GreenTrader tax return example guides. Mr. Green is frequently
interviewed and has appeared in the New York Times, Wall Street Journal,
Forbes, Fortune and Barron’s. Mr. Green has also appeared on CNBC,
Bloomberg Television and Forbes.com Video Network. He is the main tax
speaker at the MoneyShow University and Traders Expo.
AT GREEN & COMPANY
In 1983, Mr. Green left a "big four" accounting firm to establish
his own CPA firm, Green & Company CPAs. The first clients of this
firm were very successful money managers and brokers in the foreign exchange
market (an international marketplace). Green & Company grew through
client referrals among "Harvard graduates." Some of the first
notable clients were members of one of the most famous Wall Street families.
This family made many referrals, and the company only accepted new clients
that were referred by other clients (European royalty were among those
clients). From 1983 until the birth of the Internet in 1995, Green &
Company had a boutique firm catering to high net-worth entrepreneurs and
In 1997, Green & Company led the revolution for online traders in
adopting the new trader tax laws passed in 1997. Fantastic growth in the
use of the Internet required that the company change its business model
from a private boutique CPA firm catering to a small, wealthy client base
to one that accommodated traders all around the country. Green & Company
has grown consistently with full quality control and no supply constraints
to meet the needs of our growing ranks of clientele.
Mr. Green has a diversified experience.
In 1987, he expanded the traditional accounting and tax services of Green
& Company to offer active business consulting and private investment
services. Mr. Green helped the firm's venture-capital clients sell companies
in their portfolios. He acted as a partner with certain clients to start
and operate new investment and real estate companies. During this period,
Mr. Green spent the majority of his time in his accounting practice.
In 1988, he and a group of his clients formed an investment group to
acquire, restructure and operate a large industrial company headquartered
in France. Mr. Green acted as Chairman and CEO of both the investment
group and the French industrial company until 1990. During this period,
Mr. Green spent the majority of his time in his accounting practice.
In 1990, Mr. Green and a client of Green & Company formed a television
production company. Between 1990 and 1995, this company produced and aired
120 half-hour television programs in the U.S. and abroad. Mr. Green acted
as Chairman and CEO of the company, and his client acted as President,
host and producer. During this period, Mr. Green spent the majority of
his time in his accounting practice.
Since 1995, Mr. Green has devoted 100 percent of his time and efforts
on growing Green & Company through client referrals and over the Internet.
Beginning in 1995, Mr. Green led the charge to e-commerce taxation.
Mr. Green started GreenTraderTax.com in early 1997 when Congress changed
the tax laws to create many new tax benefits for traders. GreenTraderTax.com
has been the leader in the trader tax market ever since. (Initially, the
name of the company was TraderTax.com, but many others tried to copy the
business, so “Green” was added to the name.)
Mr. Green has also performed pro-bono services and acted as the Treasurer
of the Swedish American Art Foundation.
Mr. Green was born and raised on Long Island, N.Y. He lived and worked
in Manhattan on the Upper East Side from 1977 until the end of 1999. He
now resides in Fairfield County, Conn. with his wife. He also has a second
home in New York City.
We are very pleased to announce that effective January 2012, Darren
Faircloth and James
Hardy Jr. became Member owners of our CPA firm. Congratulations and
thank you to them and their families. To accommodate our new partners,
in January 2012 we formed Green NFH, LLC. Mr. Green and Mr. Neuschwander
lead the team as Managing Members. Click
here to read our full announcement with more details.
WORK EXPERIENCE PRIOR TO
FOUNDING COMPANY IN 1983
Prior to founding Green & Company CPAs in 1983, Mr. Green worked at
Ernst & Whinney (now known as Ernst & Young LLP). Mr. Green was
a senior accountant in Ernst & Whinney's privately owned business
department. He worked on audits and tax matters for investment companies,
money managers, real estate companies and manufacturers.
Prior to joining Ernst & Whinney, Mr. Green worked at a mid-sized
accounting firm doing audits and tax preparation work.
Mr. Green's first job out of college was at a small "boutique"
CPA firm that had very wealthy individuals, including leading families
on Wall Street, as clients. Mr. Green made valuable relationships with
some of these clients, a few of which became the first clients of Green
& Company CPAs. To this day, Green & Company maintains relationships
with wealthy Wall Street professionals as clients and friends. At this
firm, Mr. Green worked strictly on tax preparation and consulting for
investment professionals, wealthy investors, traders and money managers.
Received Bachelor of Science in 1977 from the State University of New York
Attended on Regents (academic) Scholarship.
Accounting major; Philosophy minor
SUNY Albany was considered one of the top accounting schools in the country
at that time.
At graduation, Mr. Green excelled on the Law Boards and was accepted to
many outstanding law schools, but he decided to pursue a career in public
CPA LICENSE & AICPA MEMBERSHIP
New York State Certified Public Accountant License for Green Robert
License No. 040809-1, Certificate No. 8128905, Currently renewed until
April 30, 2016
Certificate in pdf form, and
Member of AICPA No. 6135357