Traders Accounting Tax Action Plan

Congratulations! You’re one step away from receiving your own personalized free tax help using our Tax Action Plan.

Using day trading tax rules to your advantage, The Tax Action Plan is comprised of two parts: First, our day trading accountant will provide specific recommendations that will show you how to lower your taxes to the lowest legal amount possible. Second, we will provide free tax help by way of a 28-page overview of Trader Taxation and show you how taxation applies to you.

So, What Is The Big Deal About This Tax Action Plan?

If you are an active trader, you already know that the one area you must manage on a daily basis is your brokerage account cash flow. It is much, much easier to trade with more money than it is with less money, and this is from the first chapter of Tax Efficient Trading. As an active trader you already know the importance of having a completed (in stone) viable trading plan, one where you can apply your own discipline to and in doing so help you to be a successful. With our Tax Action Plan, our day trading accountants will point out to you what you can do to specifically increase your cash flow by using day trading tax rules to create your own tax efficient trading plan.

When you add the Tax Efficient Module to your trading plan you will see that by making a few changes with how you handle your trading you’ll be able to save up to 30 cents on every dollar of trading expense. This could be any expense including the cost of going to a seminar, a trade show, the cost of your Internet, your cable or your home office expenses. Many of the active traders that Traders Accounting’s day trading accountants deal with at tax time have now mastered tax efficiency and will save 30% of over $20,000 each year. Hey, if you can do that, you’ve just added $6,000 to your brokerage account! More is better, and it is easy to do if you know how. Unfortunately most of us don't even know what we don't know so we don’t even know what questions to ask! If this is you, let our day trading accountants take out the guesswork out of day trading tax rules. Even better, we offer our Tax Action Plan free! Tax Help from Traders Accounting shows you what tax rules apply to you according to our Tax Action Plan.

After filling out the fields below, we will send you a confidential questionnaire – complete it, send it back and you will receive one of our free Tax Action Plans. We will do our best to show you what changes you can make to increase your cash flow. There will be specific recommendations. If you are already doing it correctly, we will tell you that also.

The tax code in this country is so complex that no one can understand all of the day trading tax rules, and when you talk about the code as it pertains to active traders, it can drive a teetotaller to drink! Wash Sales, Hobby Rules, $3,000 loss limitations, 1256 contracts and how are they taxed. Should you take Mark to Market and how do you do so; do the q's qualify for the 60-40 split; do I qualify to trade as a business? It goes on and on, and there is no cookie cutter approach to day trading tax. Rules and regulations can interfere and confuse the real task at hand: making money. As any good day trading accountant will tell you when asked about your personal trading taxes: "it depends". Take a few minutes to fill out our questionnaire, and we promise you that when you get your report back you will know the answers to some of the questions above. We will then have a one on one telephone conference with you to answer any additional questions you might have. And, my friend, the cost for this service? Nada, zippo, nothing: this is completely free tax help. It is free because as traders we want to see as many traders as possible trading in a tax-efficient manner.

Let’s face it, you can either donate your money to Uncle Sam in the form of tax payments, or you can learn how to legally and ethically lower the amount of taxes you pay and put that money directly into your brokerage account. We can't make the choice for you, but the first step will be for you to receive our questionnaire: fill it out and sent it in to us so we can go to work on crafting you your own personal report.

To get started, just fill in the few details below, and we will email you the Tax Action Plan questionnaire right away. There is absolutely no obligation on your part. We provide this information to you in the hopes that you will make wise financial decisions and choose to use our CPA, 401(k), incorporation and bookkeeping services in the future.