Our philosophy here at Trader’s Accounting is quite simple: you trade, we’ll handle the rest. As the nation’s leading resource for trader-focused accounting, we provide personal and professional tax preparation, planning, and consulting services designed specifically for active traders. Our goal here it to help traders like you maximize efficiency, minimize liability, and uncover long-term wealth-building opportunities. 

While we serve a wide range of clients, including both individuals and small businesses, our specialty lies in helping day traders navigate the complexities of IRS rules and trading tax law.

Comprehensive Trader Tax Preparation Services

Tax preparation for traders requires expertise beyond just standard accounting. The IRS treats trading income differently than traditional earned income, which means filing the correct forms and filing them correctly is critical. 

Personal Tax Returns (Form 1040)

Our accountants prepare and file Form 1040 for your individual income tax return, ensuring all trading activity is properly documented and all eligible deductions are applied. 

LLC Tax Returns (Form 1065)

Partnerships and multi-member LLCs file Form 1065 to report income, gains, losses, credits, and deductions. While the entity itself doesn’t pay taxes all profits and losses flow through to members’ individual returns. We handle every step of your LLC’s tax return with accuracy and efficiency. 

C Corporation Tax Returns (Form 1120)

C Corporations must file Form 1120 to report income, deductions, and calculate tax liability. Our team prepares and files your corporate returns while identifying opportunities for better tax planning and reduced liability. 

Form 1099 Preparation

Form 1099 reports income such as self-employment earnings, dividends, and government payments. We’ll ensure your 1099s are filed correctly and on time to keep your records in compliance. 

Foreign Financial Accounts (FinCEN Form 114)

If you hold financial interests or signature authority over foreign accounts, you may be required to file a FinCEN Form 114. We manage this separate filing process for you, ensuing proper disclosure and compliance with IRS and FinCEN regulations.

Trader Tax Planning Services

Preparation is only half the battle. True tax efficiency comes from planning ahead. Our experts work closely with you to develop a strategy that supports your trading goals while minimizing your tax exposure.

Tax Consultations for Traders

Our advisors have extensive experience with IRS guidelines and court rulings that define what qualifies as a trader. We’ll help you understand your tax position, explore available deductions, and structure your business to maximize after-tax income. 

Market-to-Market Election Coaching

The Mark-to-Market (Section 475) election can be a valuable tool for traders, allowing losses to be fully deductible as ordinary income and simplifying recordkeeping by eliminating wash-sale rules. However, this election isn’t always right for everyone. Our team provides expert guidance to help you determine if Mark-to-Market is a smart move for your trading business. 

Additional Accounting Services for Active Traders

Our trader-focused accounting services go beyond preparation and planning. We help you manage the entire lifecycle of your trading business, from formation to dissolution and everything in between.

Business Entity Formation Services

We offer both Basic and Platinum Business Entity Filing Packages to get your trading business started off right: 

Basic Package

Includes Articles of Incorporation, state filings, and EIN registration—everything you need to open your bank and brokerage accounts.

Platinum Package: 

Includes all the basics plus six months of bookkeeping, three months of entity consulting, and your first year’s business tax return.

Business Entity Dissolution

If you make the choice to stop trading, our team can help you close down your business properly. We handle all necessary filings and final tax returns while guiding you through account closures and state-level dissolution requirements. 

Bookkeeping for Traders

Accurate bookkeeping is essential to maintaining compliance and clarity in your trade operations. With new and renewal bookkeeping services, we’ll record and organize all transactions, reconcile accounts, and keep your books ready for tax time. 

Annual Business Meeting Consultation

LLCs and corporations are required to hold at least one annual meeting per year. Our team can help you plan and document your meeting, ensuring you meet all legal and organizational requirements.

Why Traders Choose Trader’s Accounting

Specialized Expertise in Trader Taxation

Since 1998, Trader’s Accounting has worked exclusively with active traders and day traders. Our professionals understand the unique tax implications of trading activity and stay up to date on evolving IRS rules and court interpretations. 

Streamlined, Stress-Free Compliance

We make it easy to stay compliant. Forget the guesswork, confusion, and missed deadlines. With our integrated tax preparation system, bookkeeping, and entity management services, your records will always be accurate and audit-ready. 

Tailored Strategies for Every Trader

No two traders are exactly alike. Whether you’re an individual day trader, part of a trading partnership, or operating a corporate entity, we’ll tailor our approach to fit your needs, goals, and tax position.

Partner with the Experts in Trader Tax Services

Here at Trader’s Accounting, we’re more than just accountants, we’re your partners in trading success. From tax prep to Mark-to-Market coaching to business entity formation and ongoing bookkeeping, we offer the complete suite of services every trader needs. You trade; we’ll do the rest. Contact us today to learn how our trader tax preparation and planning services can help you keep more of what you earn and simplify your path to financial growth.