Thank you for your interest
in completing the Trader Status Questionnaire. It will be our pleasure
to individually review your responses and provide you with a professional
opinion* on whether or not we believe you qualify for the tax breaks afforded
to Traders under the law. This evaluation will be provided to all questionnaires
at no cost or obligation. Questionnaires will be reviewed and answered
by our professional staff of CPA's, attorneys and enrolled agents under
my personal direction and supervision. Even in situations in which it
is our opinion that you do not currently qualify as a Trader we will be
able to provide you with tips and suggestions as to how you can strengthen
your position in the future. If you would like an in depth
consultation about your rating one can be arranged at a reasonable cost
to you. We offer a personal Telephone Consultation at a special introductory
rate of $200. We can then discuss your specific circumstances and address
any questions you may have. We will respond to all questionnaires free
of charge in any event.
Sincerely,
Ted Tesser
President, Waterside Financial Services, Inc.
* Our reply to your questionnaire responses is intended to provide you with accurate and authoritative information based upon the laws, procedures and protocols existing as of the time of reply. Said responses are based upon the information provided in your questionnaire together with our review of the applicable statutes, court decisions, IRS regulations and in some circumstances, pending legislation. Our responses are not intended and should not be considered to be legal, accounting, or other professional advice. Prior to making any accounting, legal, or financial decisions you should consult with our office or another competent professional. Our office is available for in depth consultations on a fee for services basis.
For a Trader evaluation click here.