News

Happy new year for 2017!  We are indeed still here and available to assist you as needed.

The IRS has only slightly revised the forms for ordinary traders for tax year 2016, but additional asset classes come under 8949 reporting by the brokerages once again as well.

However, we have already adjusted our own software and we are all set to produce the correct documentation for the new year.  We look forward to being of assistance once again.

Additionally, for those traders who have elected Mark To Market Accounting, we are offering a 20% discount if you present your materials for preparation in the month of January.  Ordinary trader documents cannot be completed before mid-February and so allowing us to handle your Mark-To-Market account in January helps to avoid the “crunch” of the main tax season.