edaytradertax.com

CPA Firm for Active Traders

Welcome Back! Get a quote today

You take care of your trading, let us take care of your taxes

Please fill out this form to get a quotation or to register for tax preparation
Please fill out the * required fields; skip the rest if it's unchanged from last year

First Name*

Last Name*

Street Address

Address (cont.) Name

City

State

Zip/Postal Code

Country

Office Phone*

Home Phone*

FAX

E-mail*

Did you file as MTM trader last year?

Yes No

Did you quit trading and will be needing just a "standard" tax return?

Yes No

Do you already know what type of return you will be filing?

How many trading transactions did you do in this tax year? (approximately)

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 brokers for this year? (list)
(See our brokers page for some information on data formats)

	Broker:	approx # of transactions	approx gain/(loss) *optional	is this a Futs or Forex only account?
1
2
3
4
5

Did you trade stock options?

Yes If yes, about how many?

Do you file jointly with a spouse?

Yes

If yes, does your spouse have own income?

Yes

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?

By phone
By email

Please type the word you see in the picture

What do you Trade?

Securities and/or Options

Mark-to-Market Securities

Futures

Forex

What type of Trader
are you?

Ask yourself this first

Investor

Trader

Trader with Mark-to-Market

Knowledge Center

Resource Center

Clients

Returning Client Quote

Miscellaneous

Meany & Dedek LLC ~ 715 N. Brinton Ave ~ Dixon, IL 61021
Telephone (815) 284-8077 ~ Fax (815) 366-3902