Our TradeLog Certified Accounting Service Providers can fill any trade accounting needs you may have, from simple IRS-ready tax reporting you can forward to your accountant or tax advisor to full trader CPA services.
Certified Service Providers work closely with us to ensure the trade accounting services they provide you with are accurate and in accord with our software design and license agreements. Although these are independent companies, we can recommend them based on their qualifications and experience.
We are working to expand our Service Provider network to offer our customers more options when they need assistance with reconciling their trades. Please stay posted as we add more Providers to the list!
Green Trader Tax has been an authorized accounting service provider to TradeLog since 2001 when Robert A. Green, CPA was instrumental in helping to develop the Section 475 mark-to-market (MTM) accounting features of TradeLog software.Their firm goes beyond generating tax forms 8949, 4797 and 6781 using TradeLog software. As experienced CPAs preparing and planning tax returns for active traders, they deal with wash sale loss adjustments, qualification for trader tax status (TTS), making timely Section 475 elections with Section 481(a) adjustments, and determining tax treatment differences between securities, Section 1256 contracts, and other financial instruments. Many of their clients use their trade accounting and tax compliance services to be sure they comply with trader tax law and maximize tax benefits.
Contact Green, Neuschwander & Manning, LLC:
Online at: www.GNMTraderTax.com and GreenTraderTax.com
Phone: (888) 558-5257
In business for traders since 1983
With over 40 years’ combined experience in working with day traders, trader tax CPAs and other industry leaders, the Sales and Support Teams at Trader Tax Solutions work with clients to meet their goals of filing timely and accurate trading gains and losses in a cost-effective manner in full compliance with current IRS regulations.
Each member of Trader Tax Solutions is a certified TradeLog expert who has used the software extensively for clients and/or personally to file their own trader tax returns. They pride themselves on being accessible to their clients year-round, not just at tax time. Simply choose the service that fits your needs best - reconciliation of your trade history and tax form preparation to meet specific IRS filing deadlines, or monthly/quarterly maintenance of your TradeLog TaxFiles and wash sale tracking as you near the end of each tax year.
Contact Trader Tax Solutions, LLC:
Online at: https://www.tradertaxsolutions.com/
Phone: (844) 987-2382
Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Cogenta Computing, Inc. does not make investment recommendations nor provide financial, tax or legal advice. You are solely responsible for your investment and tax reporting decisions. Please consult your tax advisor or accountant to discuss your specific situation.