Tax Compliance & Preparation
Our virtual process is effective and efficient to ensure compliance with applicable state and federal regulations so you can spend more time focusing on trading.
Trader Consulting Services
A vast majority of our clients begin their relationship with us through the form of a consultation. Tax planning is not a one size fits all approach, this is the best way to determine a good tax strategy personalized for you.
Trader Accounting
Trader accounting can be complex with cost basis reporting and wash sale adjustments across multiple brokerage accounts. Allow our professional staff to ease the burden and take out the guess work.
Entity Selection and Formation
Conducting your trading business in an entity unlocks several additional tax benefits. Make sure you maximize your tax strategy based on your facts and circumstances.
Tax Planning & Advisory Services
We offer individualized tax planning for day traders, real estate investors, and business owners ready to scale.