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Trader Tax CPA
Specialised tax accounting for active traders and hedge funds.
About Trader Tax CPA
Trader Tax CPA is a specialised accounting firm that focuses exclusively on active traders, hedge funds, and investment managers. They handle the complex tax situations that active traders face, including Section 475 Mark-to-Market elections, forex Section 988 vs Section 1256 elections, wash sale rule compliance, and trader tax status qualification. While not a software tool, Trader Tax CPA provides personalised CPA services that are essential for high-volume traders who need expert guidance on trader-specific tax elections and strategies that generic tax software cannot handle.
Platform Availability
Consultation
Note: Full-service CPA firm — not a software tool. Consultations via phone and video.
Pros
- Expert in active trader tax law
- Handles complex tax elections
- IRS audit representation
- Personalised CPA guidance
Cons
- Not a self-service software
- Expensive compared to DIY tools
- US-focused practice
- Requires scheduling consultations
Features
Section 475 Mark-to-Market elections
Forex Section 988/1256 guidance
Wash sale rule compliance
Trader tax status qualification
Business entity structuring (LLC/S-Corp)
Quarterly estimated tax planning
Multi-state filing for traders
IRS audit representation
Retirement plan optimisation
Year-end tax planning consultations
Pricing
Custom pricing — consultation-based
Supported Markets
StocksOptionsFuturesForexCryptoCFDs
Community & Socials
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Get started with Trader Tax CPA and take your trading to the next level.
Get Started✓ Easy setup • ✓ Trusted by traders • ✓ Automated tax reports
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