TAX PLANNING FOR TRADERS

Also available for non-MIC members.

TraderTaxCPA specializes in Tax Planning for for traders and knows what it takes to maximize your return.

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)
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

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