We assess whether you qualify for Trader Tax Status and handle the Section 475(f) mark-to-market election — turning capital losses into fully deductible ordinary losses and removing the wash-sale headache.
High-volume trading means hundreds or thousands of lots. We track wash sales across accounts and reconcile every transaction onto a clean, audit-ready Schedule D / Form 8949.
Short-term vs. long-term, harvesting, and timing — we plan around your positions so you keep more of what you make instead of finding out in April.
Trading through an LLC, partnership, or fund? We prepare and reconcile K-1s and pass-through income so your entity and personal returns line up.
Know what you need, or want us to walk you through it? Either way, start here.