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Tax Guides:
Daytrader Tax Introductory Guide

This package provides a basic understanding of trader status, what it means to you as a stock trader, and provides basic instruction about how to elect trader status.

This package includes:
-An overview of the applicable tax laws for active online traders
-A questionnaire that will allow you determine your status as a Trader
-Our interpretations & guidance of your questionnaire responses
-A guide to making a valid Mark to Market election

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Quantity:
30 Minute Consultation (Pdf, 127 Kb)No Consultation (Pdf, 127 Kb)
Price:$99.00Price:$29.00
Daytrader Tax Comprehensive Guide

A complete information package for the trader, including comprehensive tax return examples, necessary IRS forms and regulations. This package contains everything the active trader needs to elect MMA.

This package includes:
- An overview of the applicable tax laws for active online traders
- A questionnaire that will allow you determine your status as a Trader
- Our interpretations & guidance of your questionnaire responses
- A guide to making a valid Mark to Market election
- A blank form 3115 with completed example
- Comprehensive tax return examples for investors, traders, and daytraders
- Sample letter to attach to your tax return explaining your Trader Status
- Copies of applicable tax code, revenue rulings and procedures

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Quantity:
1 Hour Consultation (Pdf, 287 Kb)No Consultation (Pdf, 287 Kb)
Price:$199.00Price:$99.00
Daytrader Tax Preparation for Individuals Direct Download! (Pdf, 83 kB)

Expert tax preparation service for individual tax returns. Send us your information, receive personal teleconference consultations, and rest assured that your return is prepared correctly and accurately. Most tax filings can be completed at prices ranging from $400 to $800.00, with a $375.00 refundable retainer.

Price: $375.00
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Daytrader Tax Preparation for Business Direct Download! (Pdf, 82 kB)

Expert tax preparation service for corporate tax returns. Send us your information, receive personal teleconference consultations, and rest assured that your return is prepared correctly and accurately. Most tax filings can be completed at prices ranging from $375 to $750.00, with a $400.00 refundable retainer.

Price: $400.00
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Daytrader Tax Telephone Consultation Direct Download! (Pdf, 75 kB)

Need help with a particular item, planning ideas or want to run something by us?

Each Quantity Represents 30 Minutes  
30 minutes (Qty 1)........................................ $ 75.00

* Purchased time need not be used all at once, but minimum time charged is 30 minutes per teleconference. Excess time can be used for tax return review or other items.

Price: $75.00
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Daytrader Tax Incorporation Services Direct Download! (Pdf, 76 kB)

Allow us to form a valid trading corporation for you in any of the fifty states. Removes all trading activity from your personal tax returns, plus provides other important benefits. Price is $500.00 plus all applicable state filing fees.

Price: $500.00
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Daytrader Tax Schedule-D Reconciliation Direct Download! (Pdf, 78 kB)

We will reconcile all of your stock trading, make all the wash sale calculations and provide you with a completed Schedule D with full supporting documentation which you can then insert into your tax return for just $0.15 per transaction. Minimum fee is $150.00. Reduced fees for high volume traders - call for quotes.

Price: $150.00
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Daytrader Tax Business Tax Preperation Guide

Our new Daytradertax Business Tax Preparation Guide is designed specifically for those individuals who set up a business entity to enhance the tax aspects of their trading activities and would like examples of how to properly prepare a business entity trader tax return. Provided are two comprehensive tax return examples, both S Corporation (form 1120S) and an LLC (form 1065). Also included is a guide to making the Mark to Market election, and other exhibits including required correspondence to comply with the tax code and a completed form 3115 if you need to change your accounting method. The tax return examples include how and where to report your trading activities, what you need to do if you want to deduct health insurance or retirement plan contributions, and many other items that you’ll need. This package can be purchased by itself for $175 or for $250 which includes a half hour consultation with a CPA to discuss specific items as they relate to your tax return.

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30 Minute Consultation (Pdf, 231 Kb)No Consultation (Pdf, 231 Kb)
Price:$250.00Price:$175.00
Daytrader Tax Legal Cases Direct Download! (Pdf, 50 kB)

Legal developments and tax cases effecting Traders

Price: $40.00
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