Place Trade CEO, Launches Place Tax to Offer Discount Tax Preparation Services

Raleigh, NC, January 06, 2012 --( Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC),, a global full service brokerage firm announced that she has formed Place Trade Tax, to offer discount tax preparation services and assist individuals, trusts and estates as well as businesses with their tax needs. The tax service fits well with Place Trade Financial’s family of financial service companies, offering access to experienced tax specialists at reasonable prices so that everyone can feel comfortable using a tax preparation service without paying outrageous prices.

“I am excited to be launching Place Trade Tax, our tax preparation service company,” said Place. “As Place Trade Financial grows we have begun to divide our services into separate entities in order to showcase our individual specialties. Our experienced tax preparers will continue to offer great service at a discount price but will now be more easily recognized by the public rather than as just another division within a larger corporation.”

About Place Trade Tax:

Place Trade Tax is a full service, discount tax preparation service firm headquartered in Raleigh, NC, specializing in tax preparation for individuals, trusts and estates as well as businesses with their tax needs. Place Trade Tax offers experienced tax preparers who are registered with the IRS. Whether a client has a 1040EZ, a joint tax form with rental properties, capital gains and a list of complicated forms or if a client is a business owner with special tax situations; Place Tax Preparers are able to meet their needs. Place Tax will file both state and federal tax returns on a discount basis but will not offer such gimmicks as so called immediate tax refunds or tax refund loans.

Place Trade Tax advisors are experienced with a full suite of financial situations and are able to assist with most complicated tax issues. In addition to traditional services from finding the right tax credits and making the most of your legitimate deductions, our tax preparation specialists are able to assist individuals with specialized accounting situations. Special situations include a wide range of issues including multiple W-2s, 1099s, unemployment benefits, alimony, original issue discounts (OID)s, short and long-term capital gains and losses on investment properties, stocks, bonds, mutual funds, options, and more.

More common special situations include clients that have taken distributions from an IRA or 401(k) or who need help reporting the return of distributions on a 401(k) rollover within the 60 day window, early retirement distributions such as 72(t) or penalty issues, 529 college planning contributions and distributions, foreign tax credits, rental property income and expenses as well as other many other complicated tax situations. Tax advisors may make recommendations on how you may reduce your tax liabilities in the future by reducing your taxable income as well.

Ease of filing: Clients may choose to get their taxes prepared in person or through a phone interview (so long as the appropriate documents are provided in advance and clients are available to sign necessary documents required by the IRS). Group discounts are available and onsite tax preparation is available for companies with ten or more employees that file through Place Trade Tax.

Early Bird and Group Discounts will be available.

Make an appointment to get your taxes prepared quickly by calling 919-719-7200 and start saving on your tax preparation costs today.

About Sarah M. Place:
Sarah M. Place, MBA, President and CEO, Place Trade Financial (Member FINRA, SIPC), is a national expert in economics and personal finance with over twenty years experience in the financial services industry.

Sarah has been honored to be included in ABC 11 Eyewitness News,,,, Consumer Reports Money Adviser,, Fox News Radio, SmartMoney - The Wall Street Journal Magazine and Yahoo! Finance as well as being featured in several other important news services.

Most recently Sarah has been honored with the CFO of the Year Award by Business Leader Media and with the Good Samaritan Award presented by the Triangle Business Journal. She has been honored as one of the Triangle’s top businesswomen and presented with the Triangle Business Journal’s prestigious Women in Business Award for her success and dynamic leadership. In addition she has been honored with the Triangle Business Journal’s CFO of the Year Award. She has also been recognized by magazine publisher Business Leader Media as a winner of its first annual Movers & Shakers Award, honoring business professionals who have made a significant impact through their respective roles, as well as through community involvement.

Sarah has presented topics including economic issues, investments and retirement planning to numerous groups over the years including the Tufts University Alumni Association and the Cary Jaycees. She is a contributing writer for several publications including Balance magazine and the Carolina Newswire.

Sarah Place is on Facebook at and on Twitter @SarahPlace

To learn more about Sarah M. Place please visit: index.php/why-place-trade/about-place-trade/21-help-me/282

For questions or comments, contact:
Andrea Morgan
Place Trade Tax

For questions or comments contact Andrea Morgan at (919) 719-7200 today.

Place Trade Financial, Inc.
Andrea Morgan