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.
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
IRS Form 4797 Preparation
Tax Year Maintenance
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.
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