Built for Traders, By a Trader
Active trading creates unique tax and accounting challenges that most CPAs simply don't understand. From the nuances of trader tax status to the complexities of multi-strategy portfolios, we bring specialized expertise and personal trading experience to every engagement.
As a former FINRA-registered professional who actively trades futures, options, and digital assets, I understand what traders need — and what they're missing from traditional CPA services.
Who We Serve
- Day traders and swing traders
- Options traders and spread strategists
- Futures and commodities traders
- Proprietary trading firms
- Active investors with significant portfolio activity
- Multi-strategy and multi-account traders
Our Services
- Trader tax status qualification analysis
- Section 475 mark-to-market election guidance
- Wash sale tracking and optimization
- Trading entity structuring (LLC, S-Corp)
- Cost basis and 1099 reconciliation
- Tax-efficient retirement strategies for traders
- Broker statement and trade import processing
The Difference
Your CPA should understand what a butterfly spread is, how 60/40 treatment works, or why your 1099 doesn't match your P&L. We bring that understanding to every client relationship.