SERVICES: IRS EXAMS
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
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
State Tax Exam - 30 Minute Consultation
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
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
doesnt 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
If you have any questions, send us a confidential e-mail at email@example.com
or call us. We will
tell you the next step to take. Remember, we wont seek a retainer
to sign you up unless we are confident we can win your case.
on GreenTraderTax IRS Exam Services:
From: Mxxxx Kyyyy [mailto:firstname.lastname@example.org]
Sent: Friday, October 12, 2012 5:48 PM
Cc: email@example.com; Mark Feldman, Esq.; Amanda Smitson, CPA; firstname.lastname@example.org;
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.