Schedule a Consultation
Before Your Next Trade

Our consultation is always in sync with your strategy

Tax planning is more important for
day traders than any other profession
If you’re not planning, you’re losing!

Schedule a Consultation
Before Your Next Trade

Schedule a Consultation Before Your Next Trade

Tax planning is more important for day traders
than any other profession
If you’re not planning, you’re losing!

Tax planning is more important for day traders than any other profession
If you’re not planning, you’re losing!

What is BOIR? Click here to learn more

Customized Tax Planning, Prep and Filing Services for Day Traders

Avoid the most common tax pitfalls
and liabilities for day traders

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Qualify for Trader Tax Status?
Save thousands with deductions
Avoid or eliminate wash sales
Take more than $3000 in losses
How is crypto taxed?
Trade as an entity
Avoid an IRS audit
Tax savings for futures and forex?
Benefits of Mark-to-Market