Home. Options. Taxation. Services. Contact. The Options Tax Guy

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:   

glbcpa@verizon.net

glbcpa@gmail.com


I was not satisfied with the input, output or accuracy of the software noted on the Software page ... so I wrote my own.  I began my career as a programmer with Arthur Andersen (now Accenture) and continued to expand my programming skills with Microsoft products.  I use a combination of Access and Excel to produce the tax reporting forms.  Samples are available here.

We will prepare either your entire return or just the Schedule D-1, Form 4797 and/or Form 6781.

The process is simple:

 •  Download the instructions at the left for getting your information to us.  Contact us for other brokers.
 •  Download the data from OX or TOS (for other brokerages, please send me an email)
 •  E-mail information to us:

Original transaction activity from broker in Excel format

Form 1099-B (preferably as a pdf)

December year-end statement with year-end holdings (pdf, fax or email)
 •  You will receive via email

Transmittal letter explaining how to incorporate the prepared forms into your tax return

Schedule D-1 for attachment to your Schedule D

Form 4797 and/or Form 6781 for attachment to your 1040

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

Report of 'Open Shares' with the carryover cost basis and holding period dates to the subsequent year

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.

Please feel free to contact us with any questions via email or telephone.

I hope to hear from you soon!

Options Tax Compliance

#

Download instruction:

•  optionsXpress

•  TD Ameritrade

•  TradeMonster

•  thinkorSwim