Win your exam before it even gets started. With our help, file a tax return that doesn't attract attention. If you have trouble, win in appeals with our help. We just won another big IRS exam on trader tax (read our client testimonial).

The Traders Podcast with Rob Booker. Interview of Robert A. Green, CPA
Episode 57: What to Do If You Get Audited for Traders. Monday, June 25, 2012. It's around 27 minutes.
See the full description by Rob Booker.
We have a full chapter on IRS exams in Green's 2012 Trader Tax Guide.

GTT represents you before the IRS and/or state tax authorities.

IRS and/or State Tax Exam - 30 Minute Consultation


IRS and/or State Tax Exam Representation - Retainer*

* Please only purchase this retainer, after you first complete a consultation with our CPAs; to see if we agree first that we can add value by representing you.


See many testimonials about our successful exam services. Click here.

We have the fewest traders examined, and the best record in dealing with the IRS
Less then a hand full of our trader preparation clients have been examined by the IRS over the past four years, since the new trader tax laws were passed. To date, we have won all exams, but a few are still in progress and are proving to be protracted.

Our competitors are actually causing their traders to be examined, and their traders have no choice but to hire GTT to fix and win their case.

We have also been engaged by many traders who want us to represent them before the IRS after their tax preparer botched their returns. Wow! We can't believe all the horrible work we have seen, including many returns done by our copy cat competitors who profess to be trader tax experts.

In many cases, we believe the tax preparers caused the exam. For example, one of the most famous trader tax experts tells traders to report mark-to-market trading losses on Schedule C (Profit or Loss from Business). He probably has his firm prepare returns this way, as well. This is entirely wrong, as mark-to-market trading losses are reportable on Form 4797. Any trader can find this information on the IRS Web site (search for Day Trader). See our Alert page for more information about the sloppy and erroneous work done by our would-be competitors.

What you should do if you get an IRS exam notice?
We highly recommend that you send us - with our ShareFile system - your IRS tax notices and replies as well as the tax return being examined. See our Privacy Policy. We keep your fax and tax information entirely confidential. We will quickly reply to you if we think we can help and win your case. We don't want to take on the aggravation of a potentially losing case.

How our exam representation service works
If we think we can win, we will give you an idea of how much time we will spend on your case and request a retainer of $500. We then have you sign a Power of Attorney for our GTT CPAs to deal directly with the IRS. We call the IRS agent and reschedule the exam so that it is conducted by e-mail and mail. This is great, since now you don't have to have the IRS visit you or go to visit them. You are relieved from the entire process, which is good, since agents like to intimidate taxpayers. Now, however, the shoe is on the other foot. GTT, the recognized expert in trader taxation, will have to educate the agent, who is now intimidated because he or she doesn’t know the trader tax law as well as is necessary.

In most cases, we can win the exam right off the bat simply by explaining trader tax status, why you qualified for it and how you reported it correctly. Many times, we have to prepare a corrected tax return first to fix all the botched errors made by your initial tax preparer. Sometimes, there are more tax benefits in the correct return, other times there are errors that cost you money. We have to present a correct return.

The IRS respects GTT and, if necessary, we bring in the big guns from the IRS office who are writing the trader tax laws and are familiar with Robert A. Green, CPA (who has been working with them from day one on these new laws).

If you have any questions, send us a confidential e-mail at or call us. We will tell you the next step to take. Remember, we won’t seek a retainer to sign you up unless we are confident we can win your case.

Client Testimonial on GreenTraderTax IRS Exam Services:
From: Mxxxx Kyyyy []
Sent: Friday, October 12, 2012 5:48 PM
Cc:; Mark Feldman, Esq.; Amanda Smitson, CPA;; Mindy Bartholomew
Subject: Re: Kyyy IRS call

Dear Mr. Green and the team,
As all of you know by now, this has been a difficult time for me as well as my family for past few years. However, without Mr. Green's leadership, expertise, Knowledge, and rest of this team efforts I would have been in worse situation than I am in now.

I cannot find words especially at this happy time to express myself and show my gratitude for all of the work every one of you did to put this case together to show my true Intention for this business.

My special thanks goes to Deborah King with her detail work and knowledge, Amanda Smitson for her skill and communication, Mark Feldman with his experience and representation, Darren Neuschwander with his review effort and last but not least Mindy Bartholomew with her patience.

Again, awesome job and team work; not only I congratulated myself but also every one of you who was part of this case deserve a big kudos.

Add another big win for Green & Company, Inc.


Many Webinars in March

Highlighted Recent Recordings:

*Entities & Retirement Plans for Traders
*Trader Tax Law Update: Current Developments
*2013 Tax Reporting & 2014 Planning
*Forex Taxation
*Audits of Performance Records
*Kick-Off to 2013 Tax-Filings for Traders
*ObamaCare taxes are starting to affect traders
*The Tax Court Was Right To Deny Endicott Trader Tax Status
* Investment management: Key updates
*Learn the DOs and DON’Ts of using IRAs and other retirement plans

Trader Tax Center

Tax Newsletter & Calculators

Highlights (see the full archive):

Mar 27: Protect yourself from market losses with a Section 475 MTM election Read More

Mar 25: IRS guidance on bitcoin transactions will chill its use Read More

Mar 24: SEC Large Trader Reporting Rule Read More

Feb. 27: Another trader tax court loss (Assaderaghi) Read More

Feb. 1: Net investment tax details Read More

Jan 14: New IRS guidance on SE tax deductions affects partnership AGI-deduction strategies. Read More

Jan 9: A major tax reform bill in 2014 is unlikely, and “tax extenders” may be history, too. Read More

Jan 7: Kick off to 2013 tax filings for traders. Read More

Dec 4: IRS final regulations for Net Investment Tax help traders. Read More

Dec 3: Bitcoin is a hot commodity, but is it taxed like commodities, assets, or currencies? Read More

Nov 15: Another non-business trader gets busted in tax court trying to cheat the IRS. Read More

Nov 6: Hedge fund investors depend on “assurance” from quality independent CPA firms. Read More

Oct 29: ObamaCare taxes are starting to affect traders. Read More

Sept 15: Not Easy For New Yorkers To Escape Big Apple's Tax Bite. Read More

August 30: The Tax Court Was Right To Deny Endicott Trader Tax Status Read More

August 18: Common trader tax mistakes Read More

July 24: Learn the DOs and DON’Ts of using IRAs and other retirement plans in trading activities and alternative investments Read More

March 31: PFG investors can deduct theft losses on 2012 tax returns with Rev. Proc. 2009-20 safe harbor relief. That’s great news! Read More

March 5: Caution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings Read More

Sept 5: High-income traders and ObamaCare’s 3.8% Medicare tax Read More

GreenTrader blog archive, Forbes blog, Benzinga blog.


Bookmark and Share

Join our Email List to receive
our content and event invitations

tax strategy  |  traders  |  investment management  |  traders association  |  about us  |  blog
home  |  store  |  login  |  sitemap  |  contact us
Send mail to with questions or comments about this web site or click here
Copyright © 1996- Green & Company, Inc.   disclaimer  |  privacy