Most CPAs don't understand mark-to-market elections, trader tax status, prop firm income, or the difference between a §475(f) trader and an investor on Schedule D. We do — and we structure your taxes accordingly.
If you're trading futures, equities, or options at volume — or pulling income from prop firms like Topstep or Bulenox — a return prepared without trader-specific knowledge leaves deductions on the table and elections unmade.
We assess whether you qualify for Trader Tax Status (TTS) — the gateway to business-expense treatment and the mark-to-market election.
Properly filed, a mark-to-market election can exempt you from wash-sale rules and convert capital losses to ordinary. Timing and procedure matter.
The right entity can unlock retirement contributions, health deductions, and cleaner separation of trading activity from personal finances.
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