Tax & Legal Services

Full-service CPA firm specializing in tax preparation for day traders. Helps structure trading entities for tax savings, solidify Trader Tax Status (TTS), unlock employee-benefit deductions, and gain flexibility with Section 475 elections. Also specializes in hedge fund administration.

Largest single-office public accounting firm in North America. Founded in 1923, Anchin provides assurance, financial reporting, tax and advisory services. Works with over 400 investment partnerships, hedge funds, private equity funds, broker/dealers, and traders. Recognized by Accounting Today as Top 100 Firm, Top Tax Firm, and Regional Leader for 2024.

Leading entity formation firm for active traders. Founded 1993 by Toby Mathis. Specializes in LLC/S-Corp formation, Trader Tax Status (TTS) qualification, Section 475(f) mark-to-market elections, and tax planning for day traders.

SEC-registered investment advisor offering full-service financial planning focused on helping clients achieve financial independence. Services include: financial planning, investment management, tax planning and accounting (personal/trust/business), equity compensation strategy (stock options, RSUs), retirement planning, estate planning, outsourced accounting, and employee education programs. Serves tech employees at Google, Stripe, Coinbase, Spotify. Three client tiers: StartUp (<$1M), Core ($1M-$10M), Private ($10M+).

Camuso CPA specializes in tax services for active traders and cryptocurrency investors. Led by Patrick Camuso, the firm focuses on trader tax status, entity structuring, and crypto tax compliance. They handle 475(f) elections, wash-sale management, and complex multi-asset tax situations. Strong crypto/Web3 expertise.

Investment fund legal services firm specializing in hedge fund formation, private equity fund formation, and regulatory compliance. Provides comprehensive services including proper structuring, taxation considerations, disclosure documents, SEC/CFTC registrations and filings.

Modern fintech platform for Solo 401(k) retirement plans. Helps self-employed individuals and small business owners set up and manage retirement plans. $299/year management fee. Supports Roth and traditional contributions, IRA rollovers, and self-directed investments.

Crypto tax software platform with 400,000+ users. Formerly CryptoTrader.Tax. Founded 2018. Generates Form 8949, Schedule D. Integrates with 300+ exchanges. $6M funding from FinTech Collective, DRW VC, CMT Digital. Featured in Forbes, Bloomberg, CoinDesk.

Gold standard cryptocurrency portfolio tracking and tax software. Tracks portfolios across exchanges, wallets, DeFi protocols. Generates IRS Form 8949, Schedule D, integrates with TurboTax, H&R Block. Tracks 5% of global crypto market ($50B+ assets). 2M+ users.

Elite boutique investment management law firm with one of the largest hedge fund practices on the West Coast. Runs the Hedge Fund Law Blog. Chambers Band 4 recognized for hedge funds. Specializes in CTA/CPO registration, fund formation, SEC/CFTC/NFA compliance.

Independent SEC-registered investment advisor and fee-only fiduciary firm founded in 1987. Second-generation family business specializing in stock options, equity compensation, and sudden wealth/windfall planning. Services: investment management, financial planning, stock options advising, retirement planning, tax strategies. Target clients: early employees/founders/executives anticipating IPO or acquisition, business owners exiting companies, inheritance recipients. $2M minimum investable assets.

CPA firm specializing in tax preparation, planning and advocacy for day traders, futures traders, options traders. Principal is Emil Estafanous, CPA, FCPA, CGMA, CFF. Licensed in California, serves clients nationwide.

Tax services firm specializing exclusively in day traders. Utah-based team with CPAs and MBAs. Offers entity creation, tax prep, consultation for prop firm and retail traders. Phone: (801) 747-5760

NYC-based CPA firm specializing in tax preparation and planning for day traders, including Trader Tax Status qualification, Mark-to-Market elections, entity formation, and maximizing tax benefits. Expert in trader taxation including wash sale rules and capital loss strategies.

CPA firm specializing in trader tax status, cryptocurrency tax advice, and family office practice. Offers tax preparation, planning, financial statements, and forensic financial investigations.

International tax optimization and corporate structuring consultancy. Specializes in jurisdiction selection, offshore banking, residency/citizenship programs, and crypto-friendly business structures. Operates multiple properties: incorporations.io, bankaccounts.io, passports.io, residencies.io. Strong focus on digital nomads, crypto entrepreneurs, and traders seeking tax efficiency.

Securities tax reporting software specializing in Form 8949 normalization and wash sale cleanup from messy 1099-Bs. Helps active traders with IRS compliance, Schedule D preparation, and clean imports to TurboTax/TaxAct. Popular among high-volume equity and options traders needing to reconcile broker 1099-B data.

Specialized law firm serving investment advisors, trading businesses, and financial services companies. Expert in entity formation, regulatory compliance, securities law, and business structuring for trading firms.

Specialized insurance brokerage focusing on Securities Broker-Dealer E&O and Investment Advisors (RIA) E&O insurance. Family-owned firm based in Scarsdale, NY. Expertise in D&O, Cyber, and Financial Professional Liability. Published thought leadership on cyber insurance and D&O policy issues.

One of the largest insurers of RIA firms in the U.S. Corporate insurance brokerage firm specializing in RIA, private equity/hedge fund, and mutual fund professional liability E&O insurance. Founded 1992 in Portland, OR. Dedicated RIA E&O specialists serving financial services industry nationwide.

Leading authority on trader tax. Provides comprehensive tax compliance, accounting, and planning services specifically for active traders. Founded by Robert A. Green, CPA, Forbes contributor and author of multiple trader tax guides.

Specialized tax preparation and accounting firm exclusively serving active traders and trading businesses. Expert in trader tax status, Section 475 elections, wash sale rules, and Mark-to-Market accounting.

Virtual full-service tax, accounting, and business consulting firm specializing in DayTrader taxation and tax planning. Located in Madison, CT with clientele in most states. Also operates as The Trader's Tax Coach. Expertise in trader entity structuring and Section 475 MTM elections.

Self-directed retirement account provider with checkbook control. Founded 2010 by tax attorney Adam Bergman. Enables futures/options trading via external brokers (Fidelity, Schwab, E*TRADE). Solo 401(k) at flat $360/year. 24,000+ clients, $4B+ in assets.

Specialized CPA practice dedicated to providing accounting, audit and tax services for Commodity Trading Advisors (CTAs) and Commodity Pool Operators (CPOs) since 1993. Deep expertise in both the trading side and accounting issues related to commodity trading. Perfect fit for NexusFi's futures trading audience.

Cryptocurrency tax software that integrates with 300+ exchanges and wallets including Coinbase, Binance, Ledger, Trezor, Exodus, MetaMask. Automatically calculates capital gains and generates tax reports for crypto traders.

Large CPA and consulting firm operating as part of EisnerAmper network. Specializes in traders in securities tax services including MTM elections and trader expense deductions.

Connecticut-based CPA firm specializing in helping day traders maximize tax benefits through personalized tax planning and preparation.

Investment management law firm specializing in commodity pools, CPOs, CTAs, hedge funds, and private equity. Services include registration with CFTC/NFA, disclosure document preparation, compliance advice.

Full-service tax and legal firm for entrepreneurs and investors. Mark J. Kohler is a nationally recognized CPA and Attorney specializing in entity formation (LLCs, S-Corps, C-Corps), tax planning, and asset protection. KKOS Lawyers provides business structuring strategy sessions, registered agent services in all 50 states, and ongoing entity management. Target market includes day traders, real estate investors, and small business owners.

30+ years in futures industry. Specializes in NFA/CFTC regulated entities - CTAs, CPOs, IBs, FCMs. Services include NFA registered audits, mock audits, tax preparation (S-Corp), crypto trading tax prep, and regulatory compliance consulting.

Full-service CPA firm specializing in tax preparation and planning for day traders and swing traders. Multi-location presence across NYC, Long Island, Florida and DC.

Law firm providing Commodity Trading Advisor services for NFA registration and ongoing compliance. Handles CTA regulatory obligations including annual requirements, books and records, business continuity, cybersecurity, disclosure, reporting, sales practices, self-examination, and supervision requirements.

Self-directed Solo 401(k) and Mega Roth 401(k) provider. Established 2009 during financial crisis. Led by expert Attorney (Harvard Law) and seasoned Compliance Officer with 30+ years combined experience. Helps clients take control of retirement funds.

Premium consultancy helping high-net-worth traders and entrepreneurs relocate to tax-favorable jurisdictions. Specializes in Puerto Rico Act 60, Dubai/UAE, and other global tax optimization strategies. Founded by Andrew Henderson. Offers turnkey solutions including jurisdiction selection, corporate structuring, residency/citizenship planning, and banking infrastructure setup.

CPA firm specializing in business formation, tax planning, and compliance for active traders and small business owners. Provides LLC formation, S-Corp elections, and trader tax strategy.

Government-licensed Qualified Promoter for Puerto Rico Act 60 tax incentives. Helps traders/investors legally pay 0% capital gains by relocating to PR. 500+ Act 60 clients. Yale/Stanford/UNC graduate founders.

Proliability is the professional liability insurance arm of Everest Re Group (NYSE: EG, S&P 500). Rated A+ by AM Best and S&P. Offers RIA E&O insurance covering investment advisors, with coverage extending to estates, heirs, spouses, and domestic partners. Parent company has $38B+ in assets.

Boutique securities and investment law firm specializing in hedge fund formation across strategies including equity, fixed income, global macro, and private equity. Helps clients navigate SEC, CFTC, and state-level regulatory requirements.

New York-based law firm assisting commodity pool operators and trading advisers. Registers CPOs and CTAs with NFA, prepares disclosure documents and break-even analysis, develops compliance programs for recordkeeping, training, business continuity.

Tax compliance and consulting services for active day traders. Founded by former Big 4 accountants who are also traders. Entity formation at $1,000 flat fee. Services stocks, options, futures, ETFs, forex, derivatives.

Leading financial advisor for tech professionals. SEC-registered broker-dealer and FINRA/SIPC member specializing in equity compensation, stock options, secondary sales, and wealth management. Serves employees at major tech companies including Coinbase, Stripe, SpaceX, Google, Figma, and Canva. Offers Secfi Liquidity (secondary sales, non-recourse financing), Secfi Wealth (financial planning, investment management), and tax planning tools. 30k+ newsletter subscribers.

Leading NYC law firm with Investment Management and Private Clients/Trusts & Estates practices. Deep expertise with CTA/CPO principals, fund founders, PPLI/PPVA overlays for trading strategies, and Delaware/South Dakota trust structures. Strong derivatives and CFTC/NFA regulatory expertise.

Leading directed trust company specializing in alternative assets, trading operations, and complex wealth structures. Offers flexible trustee/custody frameworks ideal for active traders with high-volatility mandates. Delaware/South Dakota trust expertise with DAPT capabilities.

Enterprise crypto tax and accounting platform providing automated tax reporting, cost basis tracking, and compliance solutions for individuals, businesses, and government entities. Unicorn startup with $1.33B valuation.

US CPA firm specializing in tax preparation for American expats living abroad. Services include FBAR filing, FATCA compliance, foreign earned income exclusion, and trader tax matters for US citizens trading overseas. Referenced by US embassies worldwide.

Membership-based non-profit organization serving as epicenter for Act 60 recipients in Puerto Rico. Founded by Robb Rill (one of first Act 60 recipients, moved his PE firm to PR in 2012). Wealth of knowledge and trusted resources for relocating investors.

Day-trader and active-trader focused CPA firm. Specializes in Trader Tax Status (TTS) eligibility and election support, Section 475 MTM elections, S-Corp payroll setup for traders, bookkeeping, and wash sale strategy.

Family-owned insurance brokerage specializing in E&O and D&O liability insurance for investment advisors, mutual funds, and hedge funds. Founded by Theodore Liftman. Expertise in mutual fund directors & officers liability, investment management E&O, and ERISA fidelity bonds.

Modern digital-first CPA firm for day traders and active investors. Offers entity formation, ongoing tax planning, and tech-forward approach appealing to younger/digital-native traders.

Crypto tax software platform and full-service accounting firm. Generates IRS Form 8949, crypto income tax filing, international gain/loss reports, audit trails. Supports margin trading and tax-loss harvesting. Pricing: Hobbyist $99/yr (1K txns), Investor $249/yr (10K txns), Trader $499/yr (100K txns). Won Product Hunt Global Hackathon 2017.

Tax advisory firm specializing in trader taxation. Founded by Michael Atias, EA with 20 years tax accounting experience. Provides tax strategies to minimize exposure and increase cash flow for traders.

Independent RIA specifically designed to help traders with unique financial needs. Offers comprehensive wealth management including investment management, tax planning, financial planning, retirement and estate planning. Founded by Bill Herr, CPA/CFP who was an active options trader at CBOT for 18 years. Developed 'Infinite Alpha Philosophy' - active risk management approach to grow and preserve wealth. Has expertise in trader tax code complexities. Serves high income/high net worth individuals, executives, and small business owners.

Leading provider of tax consultations and tax preparation for active traders and investors. Specializes in trader tax deductions, entity formation, Section 475 MTM elections, and business structuring for day traders.

Cloud-based automated trader tax reporting software for active traders and tax professionals. Specializes in Schedule D/Form 8949 and Form 4797 reporting with wash sale management, crypto support, and multi-broker consolidation.

Trader tax status consulting and entity formation services. Specializes in helping traders qualify for IRS Trader Tax Status (TTS), S-Corp/LLC entity formation, and tax planning for active traders.

Specialized CPA firm for active traders offering tax preparation, strategy, bookkeeping, LLC/S-Corp formation, and crypto tax services. Services start at $197 for basic filing.

Compliance, registration, and accounting services for financial services firms including CTAs, CPOs, Introducing Brokers, Broker Dealers, and RIAs. Helps firms navigate CFTC, NFA, SEC, and FINRA regulatory requirements.

Boutique business and securities law firm focused on commodities/futures registration and exemptions. Represents entrepreneurs and small-to-mid sized businesses in the securities and futures trading communities.

CPA firm with dedicated trader services. Entity formation and optimization for traders, Section 475 MTM elections, trader tax returns, planning for Section 1256 contracts (futures), extensive educational resources.

Top 25 national accounting and advisory firm with dedicated Financial Services practice serving hedge funds, private equity, and alternative investment managers. Strong expertise in fund/manager tax, K-1 management, and estate/gift modeling for trading principals.

Wyoming-focused LLC and business formation law firm founded by Andrew Pierce with his father Mark Pierce providing legal expertise. Specializes in Wyoming LLCs offering privacy protections, no state income tax, and only $100 filing fees. Has helped form over 100,000 businesses. Also operates llcattorney.com for multi-state services. Strong expertise in asset protection, anonymous ownership structures, and business-friendly Wyoming regulations.

CPA and accounting services firm helping traders navigate complex tax implications of frequent trading and optimize tax strategies. Expertise in Trader Tax Status (TTS) and Section 475 elections for 2024-2025 tax planning.

Crypto tax and accounting platform for investors and tax professionals. Provides portfolio tracking, tax-loss harvesting, and IRS-ready tax forms. Integration with major exchanges and wallets.