EDUCATION
OVERVIEW & MISSION

Our mission is to educate traders on taxes, accounting, investment management and other business matters.

The majority of traders are self-directed and self-empowered. Traders research and trade over the Internet, and they also like to learn about tax, accounting and law on the Internet. Traders also prefer self-help tax examples guides and tax software programs as their tools of the trade.

Our entire company is dedicated to traders, and we match our free and pay offerings directly to traders needs. We have the largest body of content available on the Internet for traders covering tax, accounting and law issues. Content is king for us; it's the anchor of our business model.

We service more traders, for a longer period of time, than any other firm. Our market leadership experience leads to the most questions and answers for the most traders. Our industry-leading CPAs, tax and securities attorneys carefully research and test all our cutting-edge strategies, so you can count on them. We know this for a fact because our ideas have stood up in all tax exams. Not only do we educate the trading public about all the trader tax laws, it can be argued that we are also creating trader tax (case) laws in our successful defense of traders in IRS and state exams, and our interpretations of the regulations and statutory laws.

Robert A. Green's books Green's 2012 Trader Tax Guide and The Tax Guide for Traders (published by McGraw-Hill) are the leading books for traders. Green also writes the Business of Trading section for Active Trader magazine, for the Forbes blog, and a few brokerage firm newsletters.

Ask anybody – we are the leading educators on trader tax. Education is the key to success!

Our business model is to convert our answers (for other traders) into general content that we make freely available to traders across a wide spectrum. It’s a virtuous cycle; the best answers attract more clients, which lead to more questions and more good answers to make available to the public. It's also win-win for you and us – we give content away free and we attract clients for our help in executing our ideas. Whether it is a consultation, tax preparation, entity design and formation, help with retirement plans, exams or more, we are standing by to help you when needed. Click here to learn more about our services.

Education and leadership go hand in hand. Being the recognized leader in the trader tax and hedge fund services for smaller funds carries many responsibilities, and we take this role seriously. Our mission is to never let traders down as a group or individually. We also pledge to continue to lead the way towards better tax education and tax relief for traders (in our alliance efforts), and to turn no trader in need of help away. We make sure to cover the gamut and keep educating the public as well as IRS and state revenue agents; to expose faulty trader tax advice given to the public; and to review and participate in leading chat rooms for traders. This all takes hundreds of non-billable hours, and it's our duty!

Confidential e-mail list: Make sure to also join our e-mail list below to receive e-mails inviting you to Webinars, and to read our latest information.

Thank you for visiting our site.

Robert A. Green, CPA

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