Trader Tax Preparation Pricing

    Choose the plan that fits your trading activity.

    Starter and Essential are ideal for prop firm and simple personal trading. Professional and Enterprise are for multi-broker, complex, or entity-level traders.

    Starter

    For prop-firm and light personal traders

    $297per year
    • Federal tax return preparation (Form 1040)
    • Up to 5 prop firms
    • Up to 2 broker accounts
    • Up to 500 total broker trades
    • 1 state tax return
    • Basic income (W-2s, interest, small side income)
    • Email support
    • Secure document portal
    Get Started

    Essential

    For prop traders with 2-3 broker accounts

    $497per year
    • Federal tax return preparation (Form 1040)
    • Up to 5 prop firms
    • Up to 3 broker accounts
    • Up to 750 total broker trades
    • Schedule D & Form 8949 trade reporting
    • 1 state tax return
    • Email support
    • Secure document portal
    Get Started
    Most Popular

    Professional

    For active traders with multiple brokers and prop firms

    $997per year
    • Everything in Essential, plus:
    • Unlimited trades (with electronic import)
    • Up to 5 broker accounts, 10 prop firms
    • Trader Tax Status (TTS) analysis
    • MTM election guidance
    • 1 state tax return
    • Mid-season tax planning call
    • Priority email and Zoom support
    Get Started

    Enterprise

    For trading businesses and entities

    Starting at$2,497per year
    • Everything in Professional, plus:
    • Entity tax return (S-Corp, partnership, or C-Corp)
    • Owner's personal 1040 included
    • Entity structure optimization
    • Multi-state tax returns (up to 3 states)
    • Year-round tax planning calls
    • Complex crypto and DeFi reporting option
    Contact Us

    Need more accounts, extra states, or complex crypto reporting? Contact us for a custom quote.

    Trader Tax Pricing FAQ

    Common questions about our pricing plans for prop firm and active traders.

    Still have questions about which plan is right for you?

    Start My Tax ReviewLearn About Prop Firm Taxes