Active Traders Bookkeeping

Don’t Pay More Taxes Than You Need To

Simply tracking your transactions isn’t enough. Active traders must also know which expenses are deductible and what documentation the IRS requires to substantiate those deductions. The IRS applies much stricter standards to trader expenses than it does to general business costs, often requiring more than just a simple receipt.

Our bookkeeping team works hand-in-hand with our tax professionals to integrate your tax and business planning. This approach ensures you’re identifying both opportunities for deductions and potential areas of risk. We help you:

• Organize and substantiate all trading-related expenses
• Identify deductions you may have missed
• Maintain IRS-compliant documentation for every expense

With our help, you’ll minimize your tax burden legally while keeping your focus where it belongs, on trading.

From Chaos to Clarity

Gone are the days of sifting through spreadsheets, paper statements, and brokerage records trying to match trades by hand. Our professional bookkeeping department is built around our motto: “You Trade, We’ll Do the Rest.”

We take care of the tedious recordkeeping tasks so you can focus on executing trades and managing your business. When you partner with us, here’s what you can expect:

• Accurate reconciliation of bank, credit card, and trading accounts
• Proper separation of Section 1256 contracts, Forex, and Stocks per IRS standards
• Monthly financial statements, including a Profit and loss statement and financials.

Ongoing Consultation and Support

You’ll also have the opportunity to consult directly with your trading bookkeeper. Together, you can review your financial reports, discuss performance, and ensure your trading entity remains on track for success.