RU
UAInvestors & Traders
Make your next investment decision with a clearer tax picture. Review gains, losses, account tax statements and activity classification before assuming a tax treatment applies.
Built around the way you work.
WHO WE HELP
Built around the way
you do business.
Whether you work independently or lead a growing team, we start with your business model, your records and your goals.
COSTS WORTH A CONVERSATION
Know what belongs in your books.
These categories are review topics, not a promise of a deduction. Treatment depends on your activity classification, account and applicable rules.
See what records to keepInvestment-related fees for review
Trading platforms & market data
Tax & professional services
Interest & financing records
Business-use equipment where applicable
Entity & recordkeeping costs
Contract labor & professional services for review
Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.
HOW WE HELP
Tax planning first.
Support through the year.
A plan before decisions. The right returns when it is time to file.
Year-round tax planning
Review gains, losses, cost basis and your activity classification before assuming an expense or election applies.
Tax preparation & filing
Review account tax statements and prepare applicable returns with attention to income, gains, losses and supporting information.
Capital gains & loss review
Review realized transactions, available cost-basis information and relevant tax documents as part of your overall filing plan.
Activity classification review
Review the facts before treating investment or trading activity as a trade or business.
Expense eligibility review
Evaluate fees, financing and outside-service costs under the rules that apply to your activity and accounts.
Entity & partnership income review
Review relevant entity statements and partnership tax documents alongside personal investment income.
A SIMPLE PLACE TO START
Bring the records.
We’ll bring the questions.
Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.
Already a client? Use the secure portal ↗- Brokerage tax statements
- Transaction & cost-basis reports
- Entity and partnership documents
- Prior returns & election records
Your situation is one part of the picture.
Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.
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