Tax Filing Mistakes You Can Avoid

Recorded Feb. 19, 2013

We cover avoidable tax-time mistakes, including not using trader tax status (business treatment), which you can claim after the fact; not using the correct tax treatment for what you trade, like ordinary loss treatment where allowed; and several problems with cost-basis reporting for securities.

Testimonials

Amanda, I wanted to tell you I appreciate your work as well as Deborah’s on my 2009 audit defense. As you know by now there was a positive “no change” to the tax year. . I feel although a lot of work, we didn’t compromise anything or be intimidated which was the most important point. Feel free to use my email as a review for the audit services for the firm, you Deborah also. It’s nice this inconvenience is behind me now. Thanks again,

CW

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