TRADERS
SERVICES: TAX PREPARATION: GTT ADVANTAGE

We are the No. 1 provider of trader and investor tax preparation services. Our No. 1 position in the trader and investor tax space has strengthened over the years for three reasons: First, we have improved on our industry-leading fast service, fair prices and best value results. As a result, plenty of clients are referring their trader and investor friends. Second, our competitors have shot themselves in the foot by giving traders and investors erroneous advice and promising what they could not deliver. Because of this, their clients are moving to our firm. Third, the media and industry are turning more to GreenTrader for education than anyone else by a mile. GreenTrader teaches the classes at the Traders Expo, writes the tax, business and law articles for Active Trader, SFO and many other publications and our tax guides and books are best-sellers. There is a good reason why GreenTrader pops up everywhere you look - we earn it!

National practice: Since 1998, our clients have been evenly dispersed around the country, in almost every U.S. state. We have CPAs located around the country to match our markets. For example, CA is our biggest state market, and we have a great CPA in San Jose - many of our other CPAs are registered in CA too.

We use the leading "professional" tax preparation software from Intuit, Lacerte Software, which includes excellent programs and resources for state tax preparation. Intuit also owns TurboTax, so we can convert your TurboTax files into our Lacerte file; but this feature is not available until later in tax season.

Credentials: Our firm has the best credentials around and GreenTrader Content continues to be king. We are excited that the four leading direct access brokers, CyberTrader (a Charles Schwab company), ETrade Professional, Terra Nova Online, and OptionsXpress continue to use GreenTrader powered Tax Centers on their Web sites. Many other leading trader and investor sites also use our GreenTrader Content. We can thank Barron's, who recommends GreenTrader every year. We are also very excited that the leading trader magazines, Active Trader and SFO use GreenTrader writers for almost all their tax, business and law articles. The largest trader expo, the Traders Expo has used GreenTrader for its Education Workshops for many years now and recently set up a full day of intensive training from GreenTrader. We are continuously happy that the leading media look to GreenTrader more than any other trader tax expert company (visit our traders press room here). GTT TradeLog continues to receive excellent reviews in Active Trader magazine and Barron's. Our GTT Trader Tax Guides are packed with all the latest and greatest trader tax strategies, examples and more. Our book "The Tax Guide for Traders" published by McGraw-Hill is setting the new standard.

We owe our industry-leading credentials to our loyal and long-term clientele of traders and investors. We have earned their trust by delivering on what we promise: excellent work (tax return preparation and all other services) on time, at a fair price and with great tax-savings results. From all this work, we built up a large FAQ knowledge and experience base. Combined with other general tax research (on our own dime), we generate our GreenTrader Content. We offer this to traders and investors in different ways (free in our education center; at a reasonable cost for our guides, software and services).

Experience & Knowledge: We are the leading experts because our core business is preparing tax returns for business traders and investors, year in and year out. For the past several tax seasons, we consulted and prepared tax returns for over 1,000 traders and investors from all around the country. We have been working with traders and investors since Robert Green, CPA, founded our company in 1983. We delivered excellent services to our clients and almost all traders and investors return the following year (even if they quit as active traders/investors). Trader and investor tax returns are complex, and you should only work with a firm that can match our level of experience (if you’re looking for someone else – sorry, we’re the only good one!). We have the experience you need when it comes to: knowing all the complex rules for wash sales, straddles, constructive receipts, short sales, shorting against the box, various types of securities, commodities, currencies, single-stock futures and indices; deciding if you qualify for trader tax status; deciding on electing mark-to-market accounting; helping with trade accounting; evaluating your need for an entity and retirement plans; filing a Form 3115 and making your Section 481 adjustment; facing a tax examiner about trader tax status issues; filing a Form 1045 refund claim based on trader business net operating losses; asking questions about your home office and equipment deductions; and more (we just scratched the surface here). By the way, ask your current accountant if they even know what we are talking about with these points. If the answer is, "I'll get back to you," then you know that firm does not have the experience you need (and, in our opinion, must have), and it is time to engage our firm.

Tax Savings: Our main mission is to save you money on your taxes, which makes you money. We have more ideas for tax savings than any other firm.

Competitive Fees: You should follow the adage, "you get what you pay for." With that in mind, here is a warning: Most of our competitors are not CPAs or tax attorneys, and/or they can't match our industry-leading level of experience, knowledge, credentials and tax benefits delivered. If they promise to undercut our fees, that is not the full story. Don't look at fees in a vacuum. Rather, look at fees vs. proven tax savings. Our mission is to deliver tax savings far in excess of our fees. That means that Uncle Sam really pays our fees, not you. You can read about our fees on our retainer, fees and quote page. You will see that our fees are very fair, low and realistic, because we have this process down to a science. We don’t waste time on research (we already have done it), we offer you lots of money-saving tools and we built our business on satisfying our clients. That means a fair fee with great results. We want your business next year, and will make sure you are happy with our fees. If you are not, you can ask for a reduction and we will deliver it.

Convenience: Our proven virtual process is much more convenient than working with your local accountant in the old, traditional manner. Don't bother leaving your trading desk (which will cost you money), and don't waste your time traveling to an accountant’s office to personally hand over your tax papers. Our firm can operate in cyberspace, just like you, and we can communicate with you by e-mail and phone, thereby forging a virtual relationship. Keep your eye on your positions and don't leave your desk – just e-mail your files when it's convenient for you (after market hours, or during if you like). Have the Priority Mail people do your traveling, so you can keep your eye on the markets and not the road. We are just a point and click away over the lightning-fast Internet. We communicate mostly by phone and e-mail. Everything is very clear and written down, and we reply to our e-mails within minutes (never more than a day). We pick up our phones directly and don't force you to play phone tag with secretaries. Many of our clients meet us when we travel to trade shows and seminars.

IRS and state representation in exams: Rest assured, if the IRS or state sends you an exam notice, we will take care of everything. We do it by mail, e-mail and phone (which are perfectly acceptable). In fact, this eliminates the need for a personal meeting, and that helps to narrow the focus of your exam. Once our firm signs your return as a CPA preparer, we defend it. That means we handle the IRS or state tax exams for you. With our firm's name listed on your tax returns as preparer, you will have peace of mind and comfort knowing that your returns are 100 percent correct.