1. A decision regarding professional services is important and should not be solely based on advertising.
2. Free background material is available from Colin M. Cody, CPA, CMA upon request. We urge you to request that we send you free written information about qualifications and experience.
3. No representations on this web site are meant to imply that the quality of Colin M. Cody, CPA, CMA's services is greater than the quality of professional services performed by others.

Brief listing of services offered:
Taxpayers requiring more assistance in their PLANNING, design and set-up of their trading business and with the PREPARATION or the REVIEW of their tax filings are encouraged to contact us for personally tailored tax advice at our normal rates.

Many Investors all across the country from California to Florida to Rhode Island make us their first choice for their tax planning and compliance reporting, including having their State tax returns and Federal 1040 tax returns reviewed or prepared at annual fees starting at $400 per year.    Full Trader Status tax planning, compliance reporting, and tax return review or preparation generally start at $600 per year.   Mark-to-Market accounting entails more work and is accordingly priced a little higher.  Click here for an estimate on how much it costs  to have a Federal 1040 (not including State returns, tax planning or consulting) prepared at other CPA firms, not including trader status tax planning and consultations.

For those taxpayers who have significant money involved in the stock market, more sophisticated tax minimization techniques, asset protection and retirement planning strategies and a choice of entities utilizing Corporations (forms 1120 and 1120S), Family Partnerships, Limited Partnerships, General Investment Partnerships and LLCs (form 1065), Estates and Trusts (form 1041) and Estate planning, Gifting and Generation skipping transfers (form 709) are handled and billed based on their complexity. MINIMIZE THOSE TAXES!  Fees for a multi-member multi-member LLC, General Partnership or S-Corp generally start from $750 per year.

IRS controversy issues, tax return audits and even routine IRS and State inquiries are best handled by a professional CPA firm, rather than going it alone and risking "putting your foot in your mouth". Taxpayers signing a special IRS limited Power-of-Attorney may retain us to represent them with many of these issues. Contact us before you contact the IRS in response to an imposing inquiry.

A REVIEW of your self-prepared returns may be arranged.  If desired, the preparation of the tax forms that comprise the bulk of your tax return can be done with software available for only $24.95.  Reviewed returns do not usually carry a "Paid Preparer's Signature" for the IRS to rely on.  It is possible that a tax filing containing sophisticated or complex positions that does not bear the signature of a qualified CPA, Tax Attorney or other professional preparer may invite further review at the Internal Revenue Service Center.  A REVIEW might not cause your return to be less likely to be chosen for audit, but it could mean that your return is more likely to be free from any obvious errors that would cause problems during an audit.  Because of the necessity to work with and understand the complex issues involved; the cost for a review, analysis and consultation generally will range about the same as the full tax planning & compliance services discussed above.


For email inquiry: needhelp@traderstatus.com