Why we built this
Most accounting firms are not built around the client experience. We built MarketWise Tax to fix that, starting with a clean process and a team that actually communicates.
Why we built this
Most accounting firms are not built around the client experience. You fill out a form in February, hear nothing for two months, and get a bill in April with no explanation.
We built MarketWise Tax because that model is broken. We wanted a firm where the process is clear from the start, communication actually happens, and you're not left wondering what's going on with your own money.
The old way vs. how we do it
The old way
- You figure out who to call and what to bring
- One interaction a year, around a deadline
- Generic advice that doesn't account for your situation
- Slow responses or no responses
- No one who understands trader tax specifically
How we do it
- Guided onboarding that tells you exactly what's needed
- Support available throughout the year
- Services matched to your actual situation
- Real response times from real people
- Trader-specific knowledge built into the process
Our values
Simplicity
Tax law is complicated. Working with us shouldn't be. We explain what we're doing and why, and we don't hide behind jargon.
Security
Your documents are sensitive. We handle them carefully, forward them to licensed professionals, and delete them within 48 hours. That's not a feature. That's the minimum standard.
Expertise
We work with people who have complex situations: traders, business owners, multi-state filers, and cross-border clients. The expertise is there because the clients need it.
Support
We don't disappear after filing. If something comes up during the year, you have a place to go.
The team
Our tax preparation and filing work is handled by licensed CPAs and tax professionals. We'll introduce the team here as we grow.