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 2018 Trader Tax Guide). Many local accountants and preparers make serious errors on tax returns for traders.

When you shop for a tax preparer, ask about trader tax status, Section 475 elections, wash-sale loss rules, trader entities, and tax treatment for forex, options, Section 1256 contracts, ETFs, ETNs, and cryptocurrencies. 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, but local tax storefronts do not.

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 the respected, trusted, and leading CPA firm for online traders since day one. We have the best, most experienced trader-tax CPAs in the country. (Read Professionals.)

Our CPAs will help you determine whether to use “trader tax status” or “investor tax status.” This key decision unlocks all the trader tax benefits.

We are entirely up to date on the new tax law (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.