The simplest way to get your trader taxes filed. Answer 9 questions about your situation, get a personalized document checklist, upload your docs, and we handle everything. Zero phone calls required — ever.
What's Included
Personalized document checklist based on your situation
Federal + state return prepared by a licensed tax professional
Prop firm income handled correctly (SE tax, no 1099 situations)
All deductions captured — eval fees, platforms, education
E-file included
7–14 business day turnaround
Starting At
$597
Price adjusts based on complexity. W-2, self-employment, LLC/S-Corp, and crypto add to the base price. See your exact price after the intake questionnaire.
Your full federal and state return — prepared by a licensed tax professional who understands exactly how traders are taxed. Not a generic form-filler. A specialist.
What's Included
Federal Form 1040 preparation and e-filing
State return(s) preparation and filing
Form 8949 & Schedule D — all trades
Prop firm payout documentation & SE tax handling
Wash sale rule analysis and documentation
All applicable deductions claimed
Starting At
$1,197
Per tax year. Includes strategy call. Price varies based on complexity, entity type, and number of trading accounts.
For profitable traders who want more than compliance. We proactively reduce your tax bill through legal elections, entity optimization, and a bounded planning relationship through filing season — not just preparation.
What's Included
Mark-to-market election analysis & implementation
Section 1256 futures tax optimization
Entity structure optimization (LLC vs S-Corp)
Up to 5 hours of consultation & email support with your specialist
Support window: 6 months from payment date
Hours beyond 5 billed at $350/hr · prior-year work is a separate engagement priced per year
Starting At
$2,497
Includes current-year prep + strategy + 5 hours of specialist time across a 6-month window. Most effective for traders with $50K+ in annual trading income.
The right entity structure can save profitable traders thousands in self-employment tax every year. We handle the formation, election, and setup so you can focus on trading.
What's Included
LLC formation filing (Articles of Organization)
Operating agreement drafted
EIN application with the IRS
S-Corp election (Form 2553) if applicable
Payroll setup guidance for S-Corp owners
State registration filing
LLC Formation — 3 tiers
From $297
Basic $297 · Standard $497 (most popular) · Premium $997 with S-Corp election. + state filing fee. Built specifically for prop firm traders.
Every crypto trade is a taxable event — swaps, DeFi, staking, airdrops. We reconcile your full transaction history across all wallets and exchanges and generate IRS-compliant reports.
What's Included
Full transaction history reconciliation
Form 8949 generation for all crypto trades
DeFi, staking, and airdrop tax treatment
Multi-exchange & multi-wallet support
Cost basis optimization (FIFO, LIFO, specific ID)
Included In
Strategize It
Complex crypto activity is scoped within the Strategize It plan rather than sold as a separate add-on. Your specialist confirms coverage for your situation before work begins.
Filed your taxes before you found TraderTax? If a prior CPA missed trader-specific deductions, misclassified prop firm income, or made errors — we can fix it and recover what you're owed.
What's Included
Prior return audit and error identification
Form 1040-X preparation and filing
Missed deduction recovery
Prop firm income reclassification if needed
Up to 3 prior tax years
Pricing
After review
Per amended year. Because the work depends on the original return and what needs correcting, your specialist reviews your filing and confirms the price with you before any work begins. Many clients recover more than the cost in missed deductions.
Direct access to a licensed tax professional who understands trading. Real answers for your specific situation — not generic advice. Ask anything: entity structure, MTM elections, quarterly estimates, audit concerns.
What's Included
60-minute video or phone call
Licensed tax professional — trader specialist
Written summary of recommendations after the call
Applicable to any trading situation
No upsell — just straight answers
One-Time
$597
Credited toward any full-service plan if you decide to move forward. No obligation.