From new investors to seasoned day traders, we are here for you during each stage of your journey. Our services listed below are tailored specifically for your needs.

Tax Return Preparation Service

Traders and Investors need specialized tax preparation help to navigate the murky waters of trader taxation. The rules governing trader tax preparation does not extend from the Internal Revenue Code, but are based on court cases. For a day trader, this means the tax bill could change drastically based on the outcome of the next court case. We will help you navigate the murky waters and slash your tax bill! No other accounting or trader tax firm in the country can match the expertise of our CPAs! LEARN MORE>>

Trader Tax CPA Consultation

What tax reduction strategies are you missing? From general tax planning to more advanced trader tax reduction strategies, our professionals can help. Find out if you meet the criteria for Trader Status or Trader in Securities or let us ascertain if you should be trading in a legal entity, such as a Corporation or LLC. Effective planning requires careful consideration and a full understanding of your trading background and personal situation. Our no nonsense tax consulting service will provide the answers and steps you are looking for to legally reduce your taxes. LEARN MORE>>

Schedule D "Wash Sale" Reconciliation

Are you being hung out to dry with wash sales? Most investors and traders could be in a loss position for the year and still owe taxes! Our professionals will reconcile your trade data to ensure your Schedule D passes IRS scrutiny while ensuring you pay the least amount legally in taxes! LEARN MORE>>

Bookkeeping Services

Bookkeeping is your only bulletproof defense against the IRS. Well-organized and meaningful accounting records are the foundation for any successful business, in particular, a trading business. Although this job can be very time consuming, having your records in order before tax filing will save you time, energy, and money. Or in the unfortunate event of an IRS audit, excellent records could stop an auditor in their tracks. They prefer easier targets, like someone less organized. LEARN MORE>>

Self-Direct 401k Plan Establishment and Administration

Its time to blow the lid off tax-free self-directed retirement plans! We are not talking about your father's 401k or the plan your current or past employer sponsored. Take Back Control of Your Retirement by controlling your investments. Our 401k plans have the highest tax-free contribution limits available and allows you to invest in Real Estate, Stocks/Options, Futures, Currencies, Private loans, Private Businesses, and much more! LEARN MORE>>

Free “Trader Tax Plan” Service

Start your journey to trading success now by allowing our team of day trading tax professionals to create a personalized trader tax plan just for you. Your plan is carefully drafted to include elections for capital loss deductions, trading business planning to control emotions, and better cash flow management techniques. LEARN MORE>>

Corporate Records Service

According to the US Chamber of Commerce, frivolous lawsuits cost US businesses more than a quarter of a trillion dollars a year! Using a corporate entity such as a Corporation or LLC for day trading can provide many benefits such as asset protection and tax savings. However, without proper documentation of formalities, these benefits can be pulled out from underneath your business in the blink of an eye. LEARN MORE>>