OTA Tax Pros

Tax Strategies that Work for You

Our experienced tax advisors could save you thousands of dollars and help you build your wealth faster.

At OTA Tax Pros, we are uniquely positioned to use our extensive experience to meet the needs of traders, investors, real estate professionals and small business owners. We will help manage your tax strategy in order to minimize tax exposure and increase cash flow. We provide a wide array of services, including filing tax returns for individuals, partnerships, LLCs, S-corporations, and C-Corporations. We also offer consultations, entity formation, retirement-plan assistance services, and customized bookkeeping platforms.

From the Students

“Up until 2010 I was using Turbo Tax to do my own taxes because it saved me the cost of paying a Tax Accountant. Then I met Michael Atias who explained to me that I was overpaying my taxes because of the way I structured my Trading Business. Fortunately Michael and his OTA Tax Pros were able to rework my taxes for the previous 3 years and resubmit them to the IRS for a substantial refund that exceeded my expectations…”

California Tax Strategies

“Having recently begun trading, I needed a tax preparation and consultation services and OTA Tax Pros plays a significant role to these special needs. Staff is extremely helpful and responsive to questions…My experience with the staff so far has been outstanding.”

Vallejo, CA Tax Strategies

“I just want to let you know how grateful we are to OTA Tax Pros. As you know, this past year we started a new home business & I started trading the market. The home-business start-up expenses complicated our returns & the trading & related expenses added another dimension to the complexity to our 2014 tax returns. Our tax accountant told us he did not have the training or expertise to prepare our tax returns & that we needed to find a firm that specialized in preparing taxes for individuals who traded the market.”

Ohio Tax Strategies
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