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.
The IRS distinguishes traders from investors, and the difference is worth real money. We assess whether you qualify for Trader Tax Status (TTS) — the gateway to business-expense treatment.
Properly filed, a §475(f) 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.
Once trading profits reach a certain threshold, a single-entity setup stops being optimal. We work with consistently profitable traders on advanced structures designed to unlock retirement contribution capacity, protect the trading activity, and build a durable framework for long-term wealth — not just this tax year.
These engagements are specific to each client's situation and aren't right for every trader. During your consultation we'll assess whether the approach fits.
Answer a few questions so we can come to the consultation already understanding your situation. After you submit, you'll be able to book your consultation time.