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From my very brief research, it seems that Green Trader Tax is basically the top of the line but 3x the price and can be hit or miss on which CPA they assign you etc. But I think people like to use Green's materials that they publish for guidance. In terms of CPAs to actually use, other than...

Maybe mine has not been published yet, I just wrote it 2 days ago and then they responded yesterday and then I responded yesterday and now she responded again this morning (but I have not had a chance to read it yet). Maybe they only publish them once the 'process' is completed

nope that was not my review, mine was a factual summary and professional with some opinions sprinkled in. Lol apology accepted from you, newwurldmn

I wrote my same review summary on BBB and she responded attacking me more lol. She just doesn’t get it. I hope a lot of people don’t get hurt by them. A part of me wants to file a complaint with the Arizona Accountancy Board but I have way too many things on my plate; I take care of 4...

But those are not big deals, all you have to do is upload the 1099B from the brokerage into TurboTax and it deals with it I think

That’s the only limitation to Turbo Tax for Traders?

Oh gotcha, I've never heard of Maverick Trading but I just looked at their website and it looks like one of the weekly emails I got from Traders Accounting trying to sell me on the next gimmick.

yeah I learned a big lesson. Who does your taxes? Turbo tax? who has fake reviews?

not exactly, I had to get them done through a different firm. It definitely was not worth my time to deal with this - I did not come out ahead by any means. But if she didn’t issue the refund, I would have pursued it

Summary Their motto is “You Trade, we’ll do the rest.” But the fact is that they will do the “rest” incorrectly to your disadvantage. If you hire a housekeeper, do you want them to forget to clean the baseboards and under the table? Their initial draft had me receiving $9,807. The final...

Stay away from Traders Accounting at 15270 W Brookside Ln., Suite 121 Surprise AZ 85374 Summary Their motto is “You Trade, we’ll do the rest.” But the fact is that they will do the “rest” incorrectly to your disadvantage. If you hire a housekeeper, do you want them to forget to clean the...

Do you use GreenTraderTax for professional work? Or you just like his material?

I don't think you can file an extension on an extension can you? The extension is what is due this Monday, October 17th.

My review of Green Trader Tax below: For background, I am a Professional – both a Physician and Entrepreneur. Based on my interactions with this Firm, I would never recommend them to my friends, family or colleagues. They appear to be all about collecting money from you and not actually...

I’m a single member LLC so no K1 for me. Sounds like you do it through an Scorp? May be a move to make for me in the future. But for these Taxes, I did it under a single member LLC.

I am claiming Trader Tax Status since December 2021; he already knows that as he is taking my business expenses (other than the Home Office).

Thanks for the advice. Problem is it took me basically since November 2021 to research good CPAs and find this guy. Now the deadline is Monday to submit. I’ll try to find another good CPA for a 2nd opinion but for now should I just have it submitted the way he is saying is correct? I asked...

My taxes have been getting more and more complicated so I trialed a new CPA that advertises that he specializes in Trading Taxes. He is telling me that I can not actualize any of my Home Office Deduction. For 2021, with my single member LLC, I had a net business income from Securities Trading...

Thank you all for your help reviewing, submitting it now... fingers crossed!

Is anyone really good with options and margin? My brokerage account is struggling bad and I need to apply for portfolio margin so they won't liquidate my assets at these very low equity prices. I answered all of the questions but I wanted to see if someone could check them for me please! They...