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TraderTax

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.

Overview

Founded
2024

Products & Services

File It

tax_legal

Federal + state return prep, trading loss documentation, wash sale cleanup, prop firm fee deductions

$597 / per tax year
  • Federal + state return
  • Wash sale cleanup
  • Prop firm fee deductions
  • 30-min follow-up call
Learn more

Optimize It

tax_legal

Full tax prep, MTM election analysis, Section 1256 treatment, year-round support

$1197 / per tax year
  • Everything in File It
  • MTM election analysis
  • Section 1256 optimization
  • Year-round email support
  • 60-min strategy consultation
Learn more

Strategize It

tax_legal

Full entity setup, monthly bookkeeping, dedicated CPA, LLC and S-Corp formation

$2497 / per tax year
  • Everything in Optimize It
  • LLC formation
  • S-Corp election and payroll
  • Monthly bookkeeping
  • Dedicated CPA direct access
Learn more

Company Information

Headquarters
Unknown, United States

Founding

Founded
2024
Founder
Brittain Alfaro
Background
Active trader for 7 years, also founder of Journali and Flowtopia

Competitive Analysis

Proposition: Only tax firm staffed exclusively by active traders; specializes in prop firm income, Section 1256, mark-to-market elections

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Av Ricardo J. Alfaro, Century Tower, Panama City, Panama, Ph: +507 833-9432 (Panama and Intl), +1 888-312-3001 (USA and Canada)
All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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