TRADER TAX CONSULTING
significant cost savings.
We’ll review your eligibility for trader tax status (TTS) and explore topics like wash sales, Section 475 election (Mark-To-Market Accounting), entity formations, and other trader tax-related
matters during our discussion.
Most of our clients initiate their engagement with us through a consultation, which is the optimal approach to strategize.
Why Work With Us
Timely Responses
We are committed to maintaining clear and timely communication, prioritizing quick response times. Our goal is to provide feedback within days – not weeks or months like other CPAs – so you can move forward with your taxes confidently.
Strategic Planning
Many of our new clients are discovering the importance of tax planning for the first time. A personalized tax strategy is essential to ensure you don't overpay and miss out on potential savings.
Up-To-Date
We stay up-to-date with emerging industries and ever-changing tax laws to pass savings onto you. Additionally, we leverage technology to optimize the client experience, ensuring we stay ahead of the curve.
Care & Education
With us, you're not just getting a standard tax return service — we aim to empower you with the knowledge to make informed decisions by teaching you the how and the why. Our team will look out for your best interests as if your money were our own.