Your members trade prop firm, futures, options, crypto. They all owe taxes. None of them want to deal with it. TraderTax becomes your community's official tax provider — we handle every member's filing, you earn a referral commission, members get exclusive pricing.
You introduce the partnership in your server. We do everything from intake to final return. You see attribution and earnings in a partner portal.
Quick referral agreement, a unique partner code or link, and a partner portal login. We co-write the announcement copy you drop in your server. Usually live within a week.
Members hit a co-branded landing page, get exclusive partner pricing on filing + entity setup, and get matched with a CPA who specializes in their instrument (futures, options, crypto, prop firm payouts).
Referral commission is tracked automatically and paid out on a regular cycle. You see real-time attribution: clicks, signups, paid filings, total earnings — all in your partner portal.
If your members make money trading and need to file every April, this works. We've seen the strongest fit with these community types:
Apex, TopStep, FTMO, Tradeify, Take Profit traders. Members get 1099-NEC payouts with 15.3% self-employment tax. They desperately need a CPA who understands the structure — not a generic TurboTax run.
Section 1256 60/40 treatment, broad-based index options, Mark-to-Market election — these are specialty areas most general CPAs get wrong. Specialist filing matters; members will notice.
DeFi, NFTs, staking rewards, cost-basis reconstruction across multiple wallets. Members come into tax season with a mess of CSV exports and no idea where to start. TraderTax cleans it up.
High-volume retail traders qualify for Trader Tax Status (TTS) and can deduct trading expenses — software, data, education, home office. Most miss it. Member education + partner CPA = locked-in retention.
Referral commission scales with community size and member engagement. Member discount is set per partnership so the offer is genuinely valuable in your server, not a cosmetic 5% off. Both sides are negotiated up-front — no surprises.
TraderTax CPAs specialize in trader taxation exclusively. Member returns get handled by someone who works on Schedule D / Form 6781 / Form 8949 every day, not a generic preparer who sees it twice a year.
Every state. Full prep + filing + e-sign. No DIY paperwork on the member side.
Self-employment income, 15.3% SE tax, eval-fee deductions, S-Corp modeling at $80K+.
60/40 treatment on Form 6781. 3-year loss carryback. No wash sale rules.
Qualification analysis against the four-factor test. Schedule C business expense deductions.
Election analysis, April 15 deadline filing, ordinary loss treatment, wash sale elimination.
CSV reconciliation, cost-basis reconstruction, DeFi + staking income, multi-wallet aggregation.
Entity formation, EIN, trader-tuned operating agreement, Form 2553 S-Corp election where it pays off.
2 hrs on Optimize It, 5 hrs on Strategize It — across a 6-month support window. No surprise bills.
$97 extension filing. $397 amended returns for members who realize mid-year their prior filing was wrong.
Members coming from a Discord trading community deserve a CPA who actually knows what they trade. That's the whole offer — and it's the reason members convert and stay year over year.
We don't take W-2-only returns. Every CPA in the partner network spends 100% of their season on trader returns. Section 1256, MTM, TTS qualification, prop firm payouts — daily work, not edge cases.
Row-level Firestore rules, append-only audit logs, AES-256 at rest, TLS 1.3 in transit, MFA available on every account. Member tax data is protected to the IRS Pub 4557 + FTC Safeguards Rule standard. Read the security overview →
Attribution tracked end-to-end: click → signup → paid filing. Earnings updated in real time. Co-branded landing page where members can preview pricing before they sign up. No spreadsheet emails.
Your members associate the smooth tax filing with your community — and you earn on it. Bad-experience risk is low because every CPA in the network is credential-verified and specialty-matched to the member.
You sign a referral agreement, get a unique code or link, drop it in your server, and earn a commission on every member who signs up and files. TraderTax handles all the tax work — onboarding, document collection, CPA matching, return prep, e-sign, support. You don't touch tax workflow at all.
Active trading communities of any size — prop firm groups, futures and crypto rooms, options flow groups, swing/day trading rooms. We've worked with paid and free communities. The best fit is when members are actively earning trading income they need to file.
Negotiated per partnership based on community size, engagement, and the tier members typically need. Larger and more active communities get higher tiers. Reach out and we'll quote specifics for your community.
Exclusive partner pricing on federal + state filing, prop firm payout filing, Section 1256 futures treatment, TTS qualification, MTM election, LLC / S-Corp setup, and bounded CPA consultation hours. The discount is set per partnership so it's a real offer, not cosmetic.
No. We handle everything from intake to final return. You only see attribution and earnings — never member tax details. Your role ends at "here's the link, members."
TraderTax is a tax services coordination platform. Returns are prepared by licensed CPAs and Enrolled Agents in our partner network who specialize in trader taxation. Every CPA is credential-verified before onboarding. Security details →
Email partnerships@tradertax.net with your community name, link, member count, and a one-line description of who your members are and what they trade. We respond within two business days and schedule a 20-minute call.
Apply to partner. We'll get back to you within two business days and walk through the specifics — referral commission tier, member pricing, co-branded landing page, partner portal.
Apply to Partner →