Leonard Rogofsky's love of trading and strong interest in Taxation combined with the satisfaction he receivea from helping clients save money and structure their business properly, has led him to a career of preparing tax returns for traders. Over the years, he has seen trading evolve from a few individuals buying and possibly adapting some other trader's computerized systems, to its current state of direct electronic access and varied and constantly changing, unique and specific methodologies.
Leonard is an IRS Enrolled Agent eligible to practice before the IRS and has passed four separate IRS examinations in the study of individual, corporate and partnership taxation and professional ethics. He enjoys completing and exceeding IRS continuing education requirements in the study of taxation.
Leonard has been preparing tax returns and advising active traders in tax reduction planning and strategies in excess of a decade. He has prepared hundreds of returns for active traders and their entities utilizing the newest IRS rules and laws in the most beneficial manner for their specific and unique tax situation. These laws and regulations are constantly changing. Prior to starting his own firm, he has managed the growth of two of the leading tax planning firms specializing in active traders and has prepared taxes for a high net worth client base of descendants of one of the original directors of the Standard Oil Trust, who had partnered with John Rockefeller, at
Charles Pratt & Co., a Wall Street accounting and investment firm. He has also worked with high net worth individuals at Chase Manhattan Bank- Private Banking where he was responsible for tax planning and compliance for a nationwide client base. In addition, he has worked at the Bank of New York where he had full accounting responsibility and priced several mutual funds on a daily basis.
His tax career started nearly two decades ago at the IRS when he served with the IRS resolving taxpayer problems and researching tax issues in Dallas. He graduated from the State University of New York at Albany with a Bachelor of Science Degree in Accounting with a Minor in Economics and continued graduate studies in taxation at Bernard Baruch College in NYC.