CPA Firm for Active Traders
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You take care of your trading, let us take care of your taxes, and minimize your tax liability too!
Welcome back! Please fill out this form to get a quotation or to register for tax preparation
Please fill out the
fields; skip the rest if it's unchanged from last year
Address (cont.) Name
Did you file as MTM trader last year?
Did you quit trading and will be needing just a "standard" tax return?
Do you already know what
type of return
you will be filing?
How many trading transactions did you do in this tax year? (approximately)
0 - 240
241 - 900
900 - 2400
2400 - 4800
I don't know
If you are not sure, we'll be glad to get the information for you once we log into your account(s)
* (buy and sell = at least 2 transactions)
(transaction = "ticket")
Who were your
for this year? (list)
page for some information on data formats)
approx # of transactions
is this a
Futs or Forex only
Did you trade
, about how many?
with a spouse?
If yes, does your spouse have own income?
Is there anything else you would like to share with us at this time?
(such as is this for a different tax year that the one currently required)
How would you like us to contact you?
What do you Trade?
Securities and/or Options
What type of Trader
Ask yourself this first
Trader with Mark-to-Market
IRS on Traders
Home Office Expense
Tax Related Sites
Returning Client Quote
Meany & Dedek LLC ~ 715 N. Brinton Ave ~ Dixon, IL 61021
Telephone (815) 284-8077 ~ Fax (815) 366-3902
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