TraderTax exists because most CPAs have never seen a prop firm payout, don't know what Section 1256 is, and have no idea how to optimize a trading business. We built the solution — a tax service designed from the ground up for the way active traders actually operate.
Every year, thousands of active traders — prop firm traders, futures traders, options traders — walk into tax season completely unprepared. They use TurboTax, or hand their 1099s to a general CPA who files everything as capital gains and calls it done.
The result: missed deductions, wrong classifications, unnecessary self-employment tax, and in many cases, thousands of dollars overpaid to the IRS that should have stayed in the trader's account.
The problem isn't that these traders aren't smart. The problem is that trader taxation is a genuine specialty — one that most CPAs have never studied and most tax software doesn't handle correctly.
TraderTax was built to close that gap. We are the H&R Block model for active traders — handling onboarding, intake, and client relationships while connecting traders to licensed CPAs who specialize exclusively in trader taxation.
Our mission is simple: give active traders access to the same quality of tax expertise that institutional investors and hedge funds have always had — without the hedge fund price tag. Transparent pricing, trader-specialist CPAs, and a process built around how traders actually operate.
We work exclusively with traders. This isn't a side service for us — it's the entire business.
Flat-rate pricing, no surprises. You know what you're paying before we start.
When you keep more of your profits, you trade more. That's good for both of us.
TraderTax is a tax services coordination company. We handle everything a trader touches — onboarding, intake, client relationships, and account management. Your actual return is prepared by a licensed CPA from our vetted partner network who specializes in trader taxation.
Fill out our intake form at tradertax.net. We learn your trading setup, income level, and what you need help with.
TraderTax reviews your profile, matches you with the right CPA specialist, and manages your entire account relationship.
A licensed CPA or EA from our network prepares, reviews, and files your return. You get professional-grade expertise at transparent pricing.
Book a free consultation and find out exactly what you owe — and what you shouldn't.
Book a Free Consultation →