Co-branded trader-tax services purpose-built for prop firm payouts, futures, and active trading income. Designed to be embedded into your trader community — without adding work for your team.
Currently working with traders from Apex, TopStep, FTMO, MyFundedFutures, Tradeify, Earn2Trade and more.
Prop firm payouts on a 1099-NEC. Self-employment tax most don't see coming. Evaluation fees most CPAs won't deduct. Section 1256 contracts filed as ordinary capital gains. When tax season hits, your funded traders take a hit — and a stressed trader is a churned trader.
Prop firm payouts on a 1099-NEC get Schedule C treatment plus self-employment tax. Most traders learn this the wrong way.
Eval fees, monthly data, software, and trading-related expenses are all deductible — most general CPAs don't claim them.
Futures contracts get 60% long-term, 40% short-term regardless of holding period. Most filers miss it entirely.
Flexible terms — pick the components that fit your platform. Most partners launch with revenue share + community discount, then layer in co-branding and education over the first quarter.
You earn a share of every paid TraderTax client referred from your platform. Tracked on every touchpoint — promo code, partner subdomain, and referral link.
A meaningful, partner-exclusive discount your funded traders can use on all TraderTax tiers. A real benefit you can announce to your community without it costing you a dollar.
Optional co-branded landing page (e.g. partner.tradertax.net or yourbrand.tradertax.net) with messaging tuned to your funded trader population and your brand voice.
Trader-tax content built for your community: quarterly webinars, a year-end planning guide, and Q&A sessions in your Discord or trader community. We bring the expertise; you bring the audience.
Most partners launch in 2 to 4 weeks. Your team's lift is limited to a discovery call, a legal review, and an internal announcement.
20-minute conversation to understand your trader population, payout structure, and current tax pain points. We send a draft partnership term sheet within 48 hours.
Partner agreement, discount code provisioning, and (if selected) co-branded landing page configuration. Runs in parallel with your legal review.
Joint announcement to your trader community, first co-branded education asset (webinar or planning guide), and live partner dashboard for revenue reporting.
Founded in 2024 by an active trader after years of watching peers get crushed at tax season. The CPA partner network is curated for one specialty: trader taxation. Prop firm payouts, futures, options, crypto, entity structuring.
This is not a side service. It's the entire business.
Three flexible formats: (1) a referral / revenue share where your funded traders get a partner discount and you earn a share of every TraderTax client we close from your platform, (2) a co-branded landing page (e.g. partner.tradertax.net or yourbrand.tradertax.net) with custom messaging for your community, and (3) embedded tax education — quarterly webinars, year-end planning guides, and Discord/community Q&A sessions for your funded trader community.
TraderTax is a tax services coordination platform, not a licensed CPA firm. Returns are prepared by licensed CPAs and Enrolled Agents in our vetted partner network — every one of whom specializes in trader taxation. This structure lets us match each funded trader with the right specialist while maintaining transparent flat-rate pricing.
Most prop firm payouts arrive on a 1099-NEC and are treated as self-employment income on Schedule C — meaning self-employment tax (15.3%) plus federal and state. Most general CPAs and tax software file these incorrectly, miss evaluation fee deductions, and never consider S-Corp election timing or Section 1256 60/40 treatment for futures. The wrong filing can cost a profitable trader thousands every year. We build the funded-trader filing process around exactly these issues.
Flat-rate pricing: $597 (File It — straightforward trader return), $1,197 (Optimize It — entity strategy + tax planning), $2,497 (Strategize It — full year-round strategy and entity structuring), plus $97 for federal extensions. We provide partner-exclusive discounts to your funded trader community as part of the partnership terms.
Typical timeline is 2 to 4 weeks from signed partnership agreement to launch — covering legal review, partner discount code setup, optional co-branded landing page configuration, and the first community-facing education asset (webinar or year-end guide). Most of that is your team's legal and marketing review; our setup runs in parallel.
We handle US tax filings for any trader funded by US or foreign prop firms, including FBAR (FinCEN 114) and FATCA (Form 8938) reporting where required. Funded traders trading through offshore programs (Bybit, Binance, foreign-domiciled prop firms) are routed to our Strategize It tier where the offshore-disclosure workflow is built in.
If you run a prop firm, brokerage, trading academy, or trader community — and you want to give your traders a meaningful tax benefit without adding work to your team — book a partnership call.
Partnerships: partnerships@tradertax.net · General: hello@tradertax.net