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Trader Services
It is already challenging enough to be a successful trader without worrying about your accounting, tax, and compliance requirements. Missteps in these areas can cost you your hard-earned profits. With over 20 years of experience of working with traders and the trading industry, we can assist you with all of your accounting, tax, and compliance needs for your trading operation.
Whether you are a day trader, market maker, broker dealer, individual, group, hedge fund, JBO (Joint Back Office), floor trader, stock trader, options trader, commodities trader, or futures trader, you will benefit from our wide array of services. Have you made the Section 475 Mark to Market Election? Are you trading Section 1256 products and getting the proper 60/40 capital gains tax treatment? Are you a trader paying self-employment tax? We can answer these questions for you and help you select the proper elections and receive the proper tax treatments.
With a Series 27 licensed partner we can also be your Financial and Operational Principal (FINOP). Our FINOP will assist you in meeting the compliance requirements of the exchange you trade on; including, the CBOE (Chicago Board Options Exchange), the PHLX (Philadelphia Stock Exchange), the AMEX (American Stock Exchange), or the PCX (Pacific Exchange). We can complete the preparation of your daily equity computations and provide early warnings of possible capital violations. We will prepare monthly financial statements along with your monthly, quarterly, semi-annual, or annual FOCUS (Financial and Operational Combined Uniform Single) Report.
If you have any questions, please do not hesitate to contact us.
 
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