TESTIMONIALS: GTT Trader Tax Guides
From: Dxx Byyyy [mailto:firstname.lastname@example.org]
Sent: Thursday, February 10, 2011 5:43 PM
Subject: Re: Thank you for attending "Kick-Off to Tax Season Webinar
Part IV - Entities, Retirement Plans, Proprietary Trading Firms &
Please tell Robert that this webinar series is great! He's doing the
trading business justice. I missed the middle two classes and had had
to listen to the tapes....just as good!
02-19-07 01:56 PM
I went with green's online $99 (Gold) package. It comes with his book
and online access to example tax returns. It's a great value since it's
enough for me to do my own taxes without assistance. Combine that with
Quickens Home and Business TurboTax, I'm pretty much covered.
Sent: Monday, February 20, 2006 5:02 PM
Subject: Thanks for the Tax Guide
I’ve just finished reading your Tax Guide for Traders, I wish I’d
read it a few months sooner as it would have saved me considerable losses
and put me in a better position tax wise. Overall I found the book most
helpful and will refer to it in helping with my trader taxes.
Sent: Friday, January 13, 2006 11:31 AM
Subject: Consultation. Order #: x
I enjoyed your book so much I thought I would use your consulting services
and… Below is brief description of my background ......
From: Rxxxx Lyyyyyy [mailto:email@example.com]
Sent: Thursday, June 23, 2005 4:22 PM
Subject: endorsement on GreenTraderTax
Dear Bob Green et al,
Here is the endorsement for your company that I wanted to get to you
"My experiences with GreenTraderTax have been excellent, fast, and
professional. They are the most knowledgeable and efficient firm in this
area. GreenTraderTax has helped me get out of negative situations with
IRS caused by using recommendations made by a competing firm in Florida.
The author of a book called "The Trader's Tax Solution" (written
recommended to set up a LLP and C-Corporation in Nevada (not my home state).
It cost a few thousand dollars to set up the entities, but then they
wouldn't provide instructions on how to operate the entities correctly
As a starting trader this business setup was very complicated. The Florida
firm charged me $200/hour to explain how to operate the entities. They
would not provide anything in writing. I agreed to the $200/hour consulting
fees, but requested to have my CPA on the phone during the session. The
author of the "The Trader's Tax Solution" demanded $350/hour
I refused to pay the $350/hour to have my CPA present, because I felt
they cornered me, were
taking advantage of me and trying to extort money from me because they
me in a bind. Their behavior was not only unprofessional, but they gave
bad advice that was wrong. And then they were unwilling to help me without
paying thousands of dollars more. Their behavior bordered on negligent
It took me threee years working with GreenTraderTax to untangle the mess
made by . I still have $30,000 in losses tied up in the Nevada
C-Corporation that I have no legal way to take on my personal return.
GreenTraderTax has helped me recover many of my trading losses, has made
the entire trading business much simpler for me, and helped me get past
refunds from the IRS. They have worked on tight deadlines and don't charge
exorbitant fees. They explain things very clearly and are a joy to deal
with. Stick with GreenTraderTax if you want to learn how to set up and
operate a trading business properly.
Stay away from other firms, especially the author of "The New Trader's
Solution." These other firms can be scammers that offer complex solutions
that are very costly and frequently outright WRONG.
They are not knowledge professionals like GreenTraderTax."
From: Txxxx Yyyyy [mailto:firstname.lastname@example.org]
Sent: Tuesday, March 01, 2005 6:48 PM
Subject: 2005 guides
First, I would like to say that you are providing an incredible service.
I have enjoyed reading your book and guides. Most informative. I look
forward to your next webcast on Paltalk.
However, I need your assistance on a related issue. xxxxx
Tony D. Yeh
From: Pxxx Lyyyy [mailto:email@example.com]
Sent: Wednesday, December 01, 2004 12:39 PM
To: firstname.lastname@example.org hi bob,
I have finished your book this past weekend. thank you! (amazingly, it
was not boring in the least for an accounting book!)....i found the whole
thing incredibly valuable in planning which way one should organize a
From: Dxxx Fyyyy [mailto:dxx@xxxCPA.com]
Sent: Wednesday, November 24, 2004 1:29 PM
Subject: RE: Silver Package question
Actually bought the gold package and signed up for the email newsletter.
As a CPA, trader and someone very interested in the hedge fund industry,
I am looking forward to reading the book and gaining knowledge from the
practical examples in the guides. Your web site is a huge resource for
the trader/hedge fund community. I have been looking for a resource like
this for some time. Keep up the good work. Thank you.
Dxxx. Fyyyy CPA
From: Mxxxx Hyyyy [mailto:email@example.com]
Sent: Friday, March 12, 2004 9:02 AM
Subject: Re: 2004 TAX GUIDES FOR TRADERS
I HAVE RECEIVED THE TAX GUIDE. IT APPEARS THAT THE GUIDE IS AN EXCELLENT
TREATISE AND IS WHAT I NEED TO RESEARCH MY SPECIFIC SITUATION. ALSO SEND
THE ANNOUNCEMENTS AS STATED IN YOUR PRIOR E-MAIL
From: JxxxCyyy@aol.com [mailto:JxxxCyyy@aol.com]
Sent: Monday, February 23, 2004 9:28 AM
Subject: Re: Your Download Files Are Here
Yes, you did very quickly. Thank you.
I just want to say as of now that your products are great. I am considering
of buying one of your softwares very soon.
Regards, Jxxx Cyyy
From: Rxxxxx Oxxxxx [mailto:firstname.lastname@example.org]
Sent: Friday, April 04, 2003 10:55 PM
Subject: RE: guide
Excellent guide! I learned a lot of the information I was looking for.
I'm filing my 2003 MTM election with my 2002 return next week. I'll be
contacting you at the end of the year to help with the 3115 form and other
requirements for filing my 2003 return.
From: Gxxxx Myyyyy [mailto:email@example.com]
Sent: Tuesday, February 25, 2003 11:42 AM
As I said, your guides are a godsend for me, and you are truly the best!!!
From: Gxxxxx Bxxxx [mailto:firstname.lastname@example.org]
Sent: Monday, February 17, 2003 5:32 PM
Subject: Re: 2003 tax guides
In our current age of lousy customer service, your remarkably quick response
to my query, on a holiday weekend, is a breath of fresh air, I can't say
Thank You, Thank You, Thank You !!!!!
From: Gxxx Cyyyy [mailto:email@example.com]
Sent: Monday, August 12, 2002 2:24 PM
Subject: Re: Cyyyy testimonial
Thanks again for such an expeditious job on completing our tax return.
I paid the invoice via the shopping cart, which indicated an electronic
delivery even though it will actually be sent via Fed-Ex, right? Anyway,
thanks and we'll do it again next year, maybe on time and without the
extension! I really do appreciate the great job you do.
Two years ago your green trader tax guides saved my bacon: the IRS hit
me with a full-scale, 3 year line item audit challenging my trader tax
status. They claimed that I owed them over $250,000. My (then) accountant
was doing an excellent job of organizing my records, but defending the
mark-to-market trader status was beyond his area of expertise. The information
from your guides was critical to my defense -- the IRS eventually ruled
in my favor. Best trade of the year. Since then I've relied on you for
all my accounting.