SERVICE SOLUTIONS
DESIGNED FOR TRADERS

You Do The Trades,
We’ll Do The Taxes

TRADER TAX SOLUTIONS

Trade Accounting Services for Traders and Active Investors

Spending too much time preparing tax reporting and not enough time on your trading?

It’s time to bring in some expert help!

Using the TradeLog software application, our SERVICES team provides turnkey solutions that meet the needs of traders and active investors. 

Trader Tax Solutions is Now TradeLog SERVICES
Since 2017, Trader Tax Solutions provided trade accounting services using TradeLog for hundreds of clients.
We’ve now merged into the TradeLog brand to provide enhanced services for thousands of active traders.

OUR SERVICES

Our passion is helping traders and active investors prepare required IRS tax forms so they can focus on what they enjoy most… like playing the markets.

IRS Form 8949 Preparation

  • First-In-First Out (FIFO) matching of trade history for all your broker accounts
  • Adjustments for corporate actions and exercised/assigned options
  • Reconcile with broker-provided 1099-B and year-end statements
  • Provide IRS-ready Form 8949 reporting with required wash sale adjustments
  • Provide additional required reporting for your type of trading

IRS Form 4797 Preparation

  • First-In-First Out (FIFO) matching of trade history for all your broker accounts
  • Adjustments for corporate actions and exercised/assigned options
  • Reconcile with broker-provided 1099-B and year-end statements
  • Provide IRS-ready Form 4797 reporting with year-end Mark to Market adjustments
  • Provide additional required reporting for your type of trading

Tax Year Maintenance

  • Import trade history from your broker accounts into TradeLog
  • Reconcile open position inventory monthly or quarterly, making needed adjustments
  • Perform specific lot matching as required
  • Provide monthly or quarterly reporting from TradeLog for performance and analysis
  • Year-end wash sale reporting for loss deferral planning

It has been such a great pleasure working with you. The more I study your reports, the more I admire your great help. Thank you so much! We wish we had found you earlier!

Min G.

You guys rock. You saved me HOURS of time. Thanks a lot!

Miko. T

As long as you guys are in business, I’ll be using you.

Christopher H.

A very pleasant experience… it should be less stressful, next year.

Blake S.

HOW IT WORKS

CONSULTATION

Click here to request your consultation or call us at
844-987-2382

A Client Service Rep will discuss your needs and determine the best solution.

PROPOSAL & QUOTE

We’ll prepare a proposal and quote for the estimated work involved.

We typically require 50% deposit to begin work on your project.

UPLOAD DOCUMENTS

You’ll have personal access to our secure client portal to view project status and share documents.

We’ll ask you to upload the needed statements and trade history for your accounts.

GET YOUR REPORTS

Our Service Specialists will complete your project and generate your reporting.

You’ll then download final reporting for tax filing use.

PRICING

Each person’s situation is unique. After a consultation call, we’ll prepare a free personalized proposal and quote based on your needs.

Completed Form 8949 for as low as $379

Thank you again for your excellent assistance. The U.S. tax (system) is among the most complicated things on earth, and your expertise is indispensable. TradeLog Services is a great company based on my experience.

Xuetai

TRADELOG FILE REVIEW

New Service Offering!
When you want a TradeLog expert to review your work.

First year using TradeLog and want to make sure you did everything correct? Concerned about 1099-B reconciliation difference or other discrepancies? Our TradeLog File Review service may be just what you need.

You provide your TradeLog data file, 1099-B and other needed statements. Our specialist will review your file, complete verifications, and provide recommended actions or adjustments.

Cost: $200 minimum*

Most File Reviews are completed in one billable hour, for a cost of $200. Complete a File Review Request Form to receive a free quote.

Find out more about what to expect and what you must provide, download the File Review Request Form.

PERSONAL TRADELOG SUPPORT

When you need extra help or training using TradeLog.

Prepay for one-on-one time with a TradeLog Support Specialist for personalized training or advanced support using your active TradeLog subscription.

Current Rates:

  • 30 Minute Session $75
  • 60 Minute Session $150

Note: Currently this service is limited based on staff availability. Please contact us with your need and we can determine availability and provide further details and requirements.