Tax, accounting, and business setup. Done right the first time.
Built for traders, business owners, and entrepreneurs who need tax filing, accounting, and business setup done right. Flat-rate pricing. Real support. No surprises.
- Flat-Rate Pricing
- Encrypted Portal
- Trader-Friendly
- Year-Round Support
- US and Canada Filing
Finally a tax firm that knows what a funded account is.
- Business Formation
- Tax Filing
- Bookkeeping
- Tax Strategy
- US and Canada Filing
What we handle
One firm for everything your business and personal finances need.
Here's how it works
Create your account
Takes about two minutes. No credit card required.
Tell us about your situation
A short questionnaire helps us figure out exactly what you need. No guessing, no upsells.
Upload your documents securely
Your files go into an encrypted portal and are forwarded directly to our tax team. We don't store them permanently.
We take it from there
Our licensed tax partners handle the preparation and filing. You get status updates through your portal the whole way.
Who we work with
Business Owners
You're running a business and don't have time to become a tax expert. We handle formation, bookkeeping, taxes, and compliance so you can stay focused on growth.
Active Traders
Prop firm payouts, Section 1256 futures, Section 475 MTM elections, wash sales across brokers, crypto disposals, and multi-broker reconciliation. We file these every day. If trading is your income, your taxes need a specialist.
Self-Employed and 1099
When you work for yourself, taxes don't get withheld for you. We help you stay organized, find your deductions, and avoid the surprise bill in April.
Families and Individuals
You don't need a complicated situation to benefit from a real tax professional. We file your return, catch what you'd miss, and actually answer when you have questions.
Our Specialty
Trader taxes are our specialty
Prop firm accounts, futures, forex, crypto, and multi-asset returns. We know the forms, the elections, and the deadlines. Most CPAs don't.
- 6 Asset Classes
- Prop Firm Specialists
- MTM Election Filing
Doing it yourself costs more than you think
Going it alone
- You miss deductions you didn't know existed
- You pick the wrong entity structure and pay for it later
- You file late or incorrectly and get hit with penalties
- You have no plan, just a tax bill at the end of the year
- You're on hold with the IRS alone
- Generic software doesn't know you trade futures
Working with us
- Every return reviewed by a licensed professional
- Entity guidance before you file anything
- Deadlines tracked and handled
- A tax plan that runs alongside your business all year
- We handle IRS correspondence for you
- We know trader tax inside and out
What our clients say
I've been trading prop firm accounts for two years and never knew how to handle the tax side correctly. They sorted out my 1099-NEC situation and explained everything clearly. First time I've actually understood my own tax return.
The onboarding was straightforward. I uploaded my documents, answered a few questions, and they handled everything from there. No back and forth, no confusion.
I had a messy year with freelance income, a W-2 job, and some crypto trades. They handled all of it in one return and I didn't have to explain what a 1099-B was three times.
Ready to stop guessing and get it handled?
Create your account, tell us what you need, and we'll take it from there. No hourly billing. No surprises.