Additional Information For Traders

There are several great reasons to use our firm for trader tax compliance services.


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We provide the most prudent ideas for tax savings (as laid out in Green’s 2019 Trader Tax Guide).

Tax season is underway, and TV commercials from tax software companies are stressing the need for CPAs on-demand. This is probably because 2018 is the first year for tax changes in the 2017 Tax Cuts and Jobs Act. Trader tax is a niche area of the law which few accountants know well.

When you shop for a tax preparer, ask about eligibility for trader tax status, making timely Section 475 elections, wash-sale loss rules, entity solutions, and tax treatment for various types of financial instruments. If the preparer looks like a deer caught in headlights, you’ll realize the tax professional is not suitable for your needs. CPAs have a code of ethics requiring them to decline an engagement if they are not proficient.

Tax compliance is our most popular service, and we guarantee you will be very pleased with our competitive prices, fast service, and pleasant customer experience. Just read our many testimonials. We’ve been a respected, trusted, and leading CPA firm for traders since 1983. We have an excellent roster of CPAs. (Read Professionals.)

We will help you determine whether to use “trader tax status” or “investor tax status.” This key decision unlocks a bevy of trader tax benefits.

We are up to date on the new tax law and regulations for the 2017 Tax Cuts and Jobs Act, and how it impacts investors, traders and investment managers.

If you have any questions about our trader tax compliance services, please contact us.