Trader Tax Preparation Services
Personal Tax Returns (Form 1040)
The IRS Form 1040 is the cornerstone of your individual tax return. Our experienced accountants will prepare and file your personal return accurately and efficiently. This ensures your trading activities and related deductions are properly reported.
LLC Tax Returns (Form 1065)
Partnerships and multi-member LLCs must file Form 1065 to report income, gains, losses, credits, and deductions. While the LLC itself doesn’t pay tax, profits and losses “pass through” to individual members. We’ll ensure your partnership return is prepared correctly and aligns with your personal 1040 filing.
C Corporation Tax Returns (Form 1120)
Domestic corporations use Form 1120 to report income and determine their tax liability. Our specialists can prepare your C Corporation return, ensuring every credit and deduction available to your trading business is utilized.
Form 2553 S-Corp Election
Elect S Corporation status with IRS Form 2553 to reduce self-employment taxes and optimize how your trading or business income is taxed.
Foreign Financial Accounts Disclosure (FinCEN Form 114)
If you or your trading entity holds a foreign financial account, you may be required to file FinCEN Form 114 (former TD F 90-22.1). We’ll handle this separate filing for you, ensuring compliance with federal disclosure requirements.
Compare our Business Entity Packages:
| BASIC | GOLD | PLATINUM PLUS | |
|---|---|---|---|
| Now Offering Payment Plans | $550 | $2,400 | $3,300 |
| Filing of Articles with the state ** |  | | |
| Obtain Federal Tax ID (EIN) | | | |
| Trading Entity Operating Documents | | | |
| Trading Entity Consulting Service | 1 call (1 hour) | 1 call (1 hour) | |
| Trading Bookkeeping Coaching | (6) months | 1 Year | |
| Trading Bookkeeping Service | (6) months | 1 Year | |
| Trading Entity Funding and Membership | | | |
| Trading Entity Resolutions Documents | | | |
| Pre-Incorporation Expenses | | | |
| Home Office Deduction | | | |
| Board of Directors Annual Meeting Documents | | | |
| Mark-to-Market Coaching & Resolution | | | |
| FREE Federal Tax Return, 1st Year (Business) | | | |
| FREE State Tax Return, 1st Year (Business) * | | | |
| FREE Federal Tax Return, 1st Year (Personal) | | ||
| FREE State Tax Return, 1st Year (Personal) * | | ||
Trader Tax Planning Services
When it comes to taxes, planning is just as important as preparation. Our advisors provide tailored guidance to help you make informed decisions and plan for a stronger financial future.
Trader-Focused Tax Consultations
Our tax advisors specialize in trader tax law, helping you navigate complex IRS rules, deductions, and elections. We’ll design a personalized plan that minimizes liability while aligning with your business goals.
Market-to-Market Election Coaching
Opting for mark-to-market accounting can be a powerful tool for traders, but it must be done correctly. Our experts will help you evaluate whether making the Section 475(f) mark-to-market election is right for you and guide you through the process to ensure proper filing and compliance.
Mark-to-Market Solutions
Understanding the Mark-to-Market Election
Under the IRS’s Section 475(f) rule, traders can elect to treat all open positions as if they were sold at fair market value at year-end. This allows gains and losses to be recognized annually-simplifying tax reporting and offering potential benefits like avoiding wash-sale rules.
Advantages for Active Traders
- Converts capital gains and losses into ordinary gains and losses, allowing full deductibility.
- Eliminates wash sale complications by resetting your positions annually.
- Simplifies recordkeeping and year-end reporting.
- May allow more flexibility in managing trading-related losses.
How Trader’s Accounting Helps
Our professionals specialize in assisting with the mark-to-market election process, including:
- Reviewing your eligibility as a qualified trader.
- Preparing and filing your mark-to-market election statement on time.
- Advising on how this election impacts your entity structure and year-end reporting.
Mark-to-market is not one-size-fits-all-strategy, our job is to ensure you make the decision that best supports your trading goals.
Personal and Business Tax Services
Beyond trader-specific filings, Trader’s Accounting offers a full suite of personal and business tax services designed to meet every financial decision under one roof.
Personal Tax Services
We handle individual tax returns for clients across the country, including the following:
- Income tax filing for W-2 earners, investors, and small business owners
- State and local tax compliance
- Deduction optimization for home offices, trading software, and professional expenses
Business Tax Services
For business owners, especially those running trading entities, we provide comprehensive tax and accounting support, including:
- Federal and state business tax filings
- Payroll tax compliance
- Quarterly estimated tax planning
- Year-end reporting and 1099 filings
- Entity structure optimization to minimize liability
Our team combines decades of experience with modern knowledge of the ever-changing tax law to help you plan, file, and save with co
Additional Accounting Services for Traders
Business Entity Formation
Here at Trader’s Accounting, we offer both Basic and Platinum Business Entity Formation Packages to simplify the process of establishing your trading business.
- Basic Package: Includes Articles of Organization, State filings, and EIN registration.
- Platinum Package: Includes everything in the Basic plan plus six months of bookkeeping, three months of entity consulting, and your first-year business return.
Business Entity Dissolution
If you’ve stopped trading for any reason, we can assist you with a full dissolution process. That will involve closing your accounts, filing your final returns, and dissolving your entity at the state level.
Bookkeeping Services
Accurate bookkeeping is essential for traders. We offer new and renewal bookkeeping packages that include 12 months or more of professional support to keep your business organized and audit ready.
Annual Business Meeting Consultation
Every LLC or corporation must hold at least one annual meeting per year. Our consultants can walk you through this requirement, helping you prepare meeting minutes, document major decisions, and stay compliant.
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.