Contact Information
Please feel free to contact us any time. We look forward to hearing from you.
Gregory L. Buhrow, CPA, PC
Physical Address:
2355 Gus Thomasson Road
Dallas, TX 75228-3004
Mailing Address:
PO Box 1093
Rowlett, TX 75030-1093
Telephone: (214) 327-0700
Facsimile: (214) 327-0740
E-mails:
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Original transaction activity from broker in Excel format
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Form 1099-B (preferably as a pdf)
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December year-end statement with year-end holdings (pdf, fax or email)
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Transmittal letter explaining how to incorporate the prepared forms into your tax return
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Schedule D-1 for attachment to your Schedule D
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Form 4797 and/or Form 6781 for attachment to your 1040
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Addendum to Jurat - We sign as "Paid Preparer" for the Schedule D-1 and the Jurat is attached to your return so that IRS knows who prepared it. In other words, we take responsibility ... you don't get that with downloadable software
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Report of 'Open Shares' with the carryover cost basis and holding period dates to the subsequent year
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Invoice for services - our billing rates are $125 per hour billed in 15 minute increments with a minimum of $175 - most taking less than three hours for about a five page Schedule D-1. We will be happy to provide an estimate once we examine your information. See samples of what you get.
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| Roadmap |
| Assignment |
| Trader |
| Mark-to-Market |
| Entities |
| Trade to Return |
| OSI |
| Software |
| Indexes |
| Court Cases |
| Wash Sales |
| MTM Example |
| MTM Mechanics |
| Getting an EIN |
| Start Up Expenses |
| Benefits |
| Reporting |
| Option Trading Software |
| Option Pricing |
| Presentations |