Trader Tax Services for Prop Firm & Active Traders

    TraderTaxHQ provides specialized tax services with prop firm and funded account returns as our primary focus.

    We also serve futures, forex, stocks, options, and crypto traders—plus entity-level tax preparation for trading businesses.

    Schedule Consultation

    Prop Firm & Funded Account Tax Returns

    Expert tax preparation for prop firm payouts. We handle 1099-NEC, 1099-MISC, and 1099-K reporting from Apex, Topstep, FundingTicks, FTMO, and more.

    • 1099-NEC Schedule C preparation
    • Multiple prop firm aggregation
    • Self-employment tax optimization
    • Deductible expense tracking
    Learn more →

    Futures & Forex Tax Preparation

    Maximize the 60/40 Section 1256 advantage for futures traders. We handle forex Section 988 elections and multi-broker reporting.

    • Section 1256 60/40 treatment
    • Form 6781 preparation
    • Forex Section 988 elections
    • Multi-broker aggregation

    Full Tax Return & Entity Services

    Comprehensive tax preparation for traders with brokerage accounts, investments, and business entities. S-Corp and LLC optimization.

    • Schedule D & Form 8949
    • Wash sale adjustments
    • Entity structure optimization
    • S-Corp/LLC tax returns

    Cryptocurrency Taxes

    Navigate crypto taxation with confidence. From DeFi to NFTs, we handle all aspects of digital asset reporting for active traders.

    • Crypto gain/loss calculations
    • DeFi transaction reporting
    • NFT tax treatment
    • Tax-loss harvesting strategies

    Tax Planning

    Year-round strategic tax planning for prop firm and active traders. Quarterly estimates, entity structuring, and TTS elections.

    • Quarterly tax estimates
    • Trader Tax Status analysis
    • Entity structure consulting
    • Year-end tax strategies

    IRS Inquiry Support

    If the IRS sends you a notice or has questions about your trading activity, we provide guidance and support throughout the process.

    • Notice review and response guidance
    • Document preparation assistance
    • Communication support
    • Referrals to representation if needed

    Bookkeeping Services

    Year-round bookkeeping for trader entities, prop firm sole proprietors, and trading businesses. Stay organized, audit-ready, and tax-optimized 12 months a year.

    • Monthly bookkeeping & reconciliations
    • P&L and balance sheet reporting
    • Trading expense categorization
    • QuickBooks setup & cleanup

    Notary Services

    Convenient notary services for trader entity documents, operating agreements, IRS forms, and other tax-related paperwork that requires notarization.

    • Entity formation documents
    • IRS form notarizations
    • Operating agreements & resolutions
    • Remote online notary available

    Bookkeeping & Notary Pricing

    Transparent, trader-friendly packages for year-round bookkeeping and on-demand notary services.

    Bookkeeping Packages

    Solo Trader

    $149/month

    Sole proprietor prop firm traders with 1 business account.

    • Monthly reconciliation (1 account)
    • Up to 100 transactions/month
    • Quarterly P&L statement
    • Year-end books closeout
    • Email support
    Get Started
    Most Popular

    Trading Business

    $299/month

    LLCs and S-Corps running an active trading business.

    • Up to 3 accounts reconciled
    • Up to 300 transactions/month
    • Monthly P&L + balance sheet
    • Trading expense categorization
    • QuickBooks Online included
    • Priority email + Zoom support
    Get Started

    Multi-Entity

    $549/month

    Multi-entity or high-volume trading operations.

    • Unlimited accounts
    • Up to 1,000 transactions/month
    • Monthly close + management reports
    • Multi-entity consolidation
    • Quarterly tax-strategy review
    • Dedicated bookkeeper
    Get Started

    Catch-up bookkeeping available at $99/month of prior books. One-time onboarding fee may apply.

    Notary Service Tiers

    Single Notarization

    $25 /document

    Quick remote online notarization for one document.

    • 1 notarized document
    • Remote online notary (RON)
    • Same-day availability
    • Digital certificate provided
    Request Notary
    Most Popular

    Entity Bundle

    $149 one-time

    Bundled notarization for LLC or S-Corp formation packages.

    • Up to 5 notarized documents
    • Operating agreement & resolutions
    • IRS form notarizations
    • Remote or in-person
    • Document review included
    Request Notary

    Business Retainer

    $399 /year

    Year-round notary access for active trading businesses.

    • Up to 20 notarizations annually
    • Priority scheduling
    • Multi-entity coverage
    • Secure document storage
    • Dedicated notary contact
    Request Notary

    In-person notarizations subject to travel fees outside standard service areas.

    How It Works

    A streamlined process designed for busy traders.

    01

    Quick Basic Intake

    Tell us about your trading, income, and goals. It only takes a few minutes.

    02

    We Review Your Info

    Our team reviews your information and determines the best next step.

    03

    Secure Upload If Needed

    If additional tax documents are needed, we send a secure encrypted upload link.

    04

    Build a Plan

    We create a tailored plan with guidance by email or a consultation, your preference.

    Ready to Optimize Your Trading Taxes?

    Schedule a consultation and discover how much you could save.

    Get Started Today