TraderTaxCPA specializes in Tax Planning for for traders and knows what it takes to maximize your return.
Base - Entry Level
Equates to $18.25/month
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Individual Trader
Equates to $108.08/month
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Business Trader
Equates to $174.75/month
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Entity Setup
Equates to $108.08/month
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NOTE: *For new entities formed in the following states: MA, NV, NY, TN, TX, WA, DC, DE, and AK there will be an incremental fee of $400 due to increased filing fees (applies to Entity Setup plan only).
COMPARE OUR PLANS
(Still not sure? Ask Brian)
| Feature | Base | Individual | Business | Entity Setup |
|---|---|---|---|---|
| New Trader Tax On-Boarding (Webinar) | ||||
| Legal Entity Overview (Webinar) | ||||
| MIC Tax Planning Slack Workspace (24hr CPA Access) | ||||
| 10% Discount on A La Carte CPA Services (Code MIC10) | ||||
| Trader Tax Deductions Optimization | ||||
| Entity Set-Up (Formation, Legal, Tax, and Filing Fees) | ||||
| Trader Tax Status Qualification Evaluation | ||||
| Mark-To-Market Accounting Application (Form 3115 / Internal Election) |
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| Change in Tax Status Election (Form 2553) | ||||
| Entity Tax Prep (Form 1065/1120/1120S) | ||||
| Trader Specific Tax Forms (Schedule D / Form 8949 / Form 4797) | ||||
| Individual Tax Prep (Form 1040), One Owner | ||||
| Estimated Tax Payment Calculations | ||||
| Year-End Tax Planning | ||||
| CPA Phone Consultation |
Brian Rivera is an active trader, certified CPA, and managing member of Trader Tax CPA, LLC a leading firm specialized in providing tax compliance and preparation services to active traders.
- Bachelor Of Accounting from Florida A&M University graduating Cum Laude
- Certified Public Accountant in the State of Florida
- Certified Public Accountant in the State of Georgia
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Florida Institute of Certified Public Accountants (FICPA)
- Member of the Georgia Society of Certified Public Accountants (GSCPA)
- Member of the United States Army Reserve w/ Top Secret-SCI clearance
- Board of Directors for Two Orlando Based Non-Profit organizations
- Active Trader of equities and options
- View What Our Clients Are Saying