Back to Tax Reporting Tools
Forex & CFDs
Trader Tax CPA logo

Trader Tax CPA

Specialised tax accounting for active traders and hedge funds.

About Trader Tax CPA

Trader Tax CPA is a specialised accounting firm that focuses exclusively on active traders, hedge funds, and investment managers. They handle the complex tax situations that active traders face, including Section 475 Mark-to-Market elections, forex Section 988 vs Section 1256 elections, wash sale rule compliance, and trader tax status qualification. While not a software tool, Trader Tax CPA provides personalised CPA services that are essential for high-volume traders who need expert guidance on trader-specific tax elections and strategies that generic tax software cannot handle.

Platform Availability

Consultation

Note: Full-service CPA firm — not a software tool. Consultations via phone and video.

Pros

  • Expert in active trader tax law
  • Handles complex tax elections
  • IRS audit representation
  • Personalised CPA guidance

Cons

  • Not a self-service software
  • Expensive compared to DIY tools
  • US-focused practice
  • Requires scheduling consultations

Features

Section 475 Mark-to-Market elections
Forex Section 988/1256 guidance
Wash sale rule compliance
Trader tax status qualification
Business entity structuring (LLC/S-Corp)
Quarterly estimated tax planning
Multi-state filing for traders
IRS audit representation
Retirement plan optimisation
Year-end tax planning consultations

Pricing

Custom pricing — consultation-based

Supported Markets

StocksOptionsFuturesForexCryptoCFDs

Ready to Try Trader Tax CPA?

Get started with Trader Tax CPA and take your trading to the next level.

Get Started

✓ Easy setup • ✓ Trusted by traders • ✓ Automated tax reports

This page may contain affiliate links. We may earn a commission at no extra cost to you. Learn more. Information may be outdated — always verify details directly with the provider.