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We have everything you need.

If you actively trade securities and/or commodities, our firm has all the tax and accounting products, software and services you will need.

We recommend that you first visit our Education Center to learn a few things about wash sales, capital gains and losses, investment interest and expenses, trader tax status and mark-to-market accounting. If you are the type that wants to figure investor tax accounting and prepare your annual income tax returns on your own, we have some great content and software for you.

Preparation: This is our core business, and this page is a great place to start to see what we can do for you. This is the works! It includes preparation, consultations, accounting and all our other services.

Consulting: Tax topics are complex. Don't try to figure them out yourself and get the expert answers you need. Many investors sign up for a consultation to discuss their tax file. Common questions are: Do I qualify for trader tax status? Can I benefit from an entity? How should I handle certain complex trade transactions? How can I lower my tax bill and avoid unutilized losses and deductions?

Accounting: Get rid of your accounting headaches. We have the best software and customized worksheets, period. Visit our preparation area to learn about trade accounting needs for tax returns.

Entities: The best reason for an investor entity is to establish a retirement plan and/or other tax-deductible and tax-deferred employee benefit plans. These are not available to unincorporated investors. However, before you take the entity plunge, you should consult directly with our Robert A. Green, CPA. He literally wrote the book on investor and trader entities (see his many articles on the subject in Active Trader magazine).

Retirement Plans: Trading gains are not "earned income;" therefore you cannot set up a retirement plan account in connection with trading. You can form an investment company entity, generate income in that entity (from trading in the entity or other revenues), pay yourself a salary or a fee from the entity (which is earned income) and then set up a retirement account. The thing to decide is what type of entity and retirement plan you want to create. We consult you on all these tax issues. We can also show you how to integrate an investment company retirement plan into another plan you may be enrolled in through your current job. Recent tax law changes increased deductible contributions significantly, and having a retirement plan is too good a deal to pass up. Many investors also want to know if and how they can trade their retirement plan capital. Some need to borrow money from their retirement plans. We can consult you on these issues as well.

IRS exams, notices and collections: Unfortunately, many active investors did not use our firm in prior years and they made some errors on their tax return. As a result, they may have caused themselves to be audited. In our opinion, the IRS has been absent from the audit business for many years. However, we think the IRS has reawakened, and they want to raise revenue and force better taxpayer compliance. IRS agents often have trouble with complex investment transactions, and if you get audited they will certainly question these areas of your tax return. Don't panic – we can show you proven ways to stop the auditors in their tracks and close your case with no changes. This is just what we have done for many investors. If the IRS is on your back for late filing, non-filing, penalties, collections or other things, contact us for help. We may be able to fix your IRS problems right away and put their collections on immediate 'hold" while we help resolve your issues.

If you have any questions about our investor services, please contact us at info@greencompany.com or call us.