Trader status · §475(f) · wash sales · multi-broker 1099s · digital assets
I do traders' taxes because I'm a systematic trader myself.
Wash-sale disallowances your 1099 doesn't surface. Whether trader tax status actually applies to you. The §475(f) mark-to-market election — when it saves you and when it traps you. Crypto basis across wallets that never talk to each other. This is the work I'm built for.
Free tools: Wash-Sale / 1099-B checker · Trader Tax Status qualifier — run in your browser, nothing uploaded.
What I handle
The elections and reconciliations that change your whole year.
- Trader tax status
- The real qualification bar, honestly assessed, not wishful-thinking'd.
- The §475(f) mark-to-market election
- A decision with a hard deadline and permanent consequences; I'll walk you through whether it fits.
- Wash sales in automated strategies
- Your bot creates disallowances that don't show on the broker 1099. I find them before the IRS does.
- Multi-broker & multi-wallet reconciliation
- The 40,000-row 8949 nobody else wants to touch.
- Crypto, DeFi, and the new 1099-DA world
- Basis tracking through the mess.
Why this is different with me
Most preparers meet your trading records once a year and brace themselves. I read this stuff for fun. I know what a clean 8949 looks like, what your broker's export leaves out, and where the elections change your whole year. You won't spend the meeting teaching me what a wash sale is.