Survey on Trade Accounting Software/Solutions for Securities

[Robert A. Green]

Please take 5 minutes to participate in our important survey about trade accounting software and solutions for securities traders. The results of the survey will be used to improve trade accounting solutions.

Take this survey
http://survey.constantcontact.com/survey/a07e9g2kyyihwi0iijx/start

View the results after you complete the survey, or click here http://survey.constantcontact.com/survey/a07e9g2kyyihwi0iijx/results

We appreciate your participation!

Sincerely,
Robert A. Green, CPA
CEO of GreenTraderTax
Managing Member of Green NFH, LLC

 

[Robert A. Green]

We had a good one-hour Webinar about our survey. Most securities traders rely on broker-issued 1099Bs and profit and loss reports and they probably incorrectly report wash sales. If you understate wash sales at year end, causing you to under report your income and tax, will the IRS ever know? Check out Deductr for expense and time tracking, and tax compliance. Watch the recording at http://tinyurl.com/nb3kg63

Webinar: Accounting For Traders
Presented by Green NFH CPAs Robert A. Green and Darren Neuschwander
*The results of their recent survey on trade accounting software and solutions.
* Accounting software and other solutions for generating Form 8949 and/or Form 4797 with line-by-line reporting of each trade.
*The pros and cons of the leading solutions available and which one may be best for you.
*Deductr, an expense accounting and tax-compliance solution. (starts at 37 minute mark)
*How to pair a specialized trade accounting solution with a customized expense accounting solution.