Taxes on Stocks, Day Trading & Crypto
From a few stock sales to thousands of trades, reported right with every loss counted. 100% online and personalized: upload securely, review by video, e-sign and we e-file.
Who it's for
App investors (Robinhood, Webull, Fidelity, Schwab), day traders, options and futures traders, crypto holders, stakers and miners.
What we handle
- Form 8949 and Schedule D
- Short- vs long-term gains
- Wash sales on stocks
- Capital losses ($3,000 a year against other income, the rest carries forward)
- Dividends and interest
- Options and Section 1256 futures (60/40, Form 6781)
- Crypto sales, swaps, spending, staking and mining income
- The new Form 1099-DA
- The digital-asset question on Form 1040
- Colorado return
Pricing & What to Bring
Investments, Day Trading & Crypto · from $50
Stocks, ETFs & funds (1099-B, 1099-DIV, 1099-INT): +$50
Crypto sales, swaps & staking (1099-DA): +$50
Day trader / high-volume trading: from $250
Trader tax status & mark-to-market review: $150
2027 introductory prices. Written quote before we start.
What to bring
✔ All 1099-B, 1099-DA, 1099-DIV, 1099-INT and 1099-MISC forms
✔ Year-end brokerage statements
✔ Cost basis for anything not reported
✔ Exchange and wallet transaction exports (CSV)
✔ Last year's return (for loss carryovers)
General information, not investment or tax advice for your situation.
Day traders
Trading full time? You may qualify for trader tax status, and possibly a mark-to-market election, which has strict deadlines. We review whether it fits before you elect.
Crypto
Every sale, swap or purchase with crypto can be taxable. Bring a CSV from your exchange or tax tracker (Koinly, CoinTracker and similar) and we reconcile it with your 1099-DA.
Frequently asked questions
Do I pay tax if I lost money?
Not on the loss itself, but you still report the trades. Net losses can offset gains and up to $3,000 a year of other income; the rest carries forward.
Do I report crypto if I didn't sell?
Buying and holding alone usually isn't taxable, but you still answer the digital-asset question on Form 1040. Swaps, spending, staking and mining income are reportable.
What is a wash sale?
Selling a stock at a loss and buying the same or a substantially identical one within 30 days before or after. The loss is postponed and added to the new shares' cost basis.
Can I deduct trading losses?
Yes. Losses offset gains first, then up to $3,000 a year against other income, with the rest carried forward to future years.
What is trader tax status?
A status for people who trade substantially, regularly and continuously as a business. It can allow business expense deductions and, with a timely election, mark-to-market treatment. We review whether you qualify.
I forgot to report trades last year, what now?
We file an amended return to add the missing trades. Amended return: $75.
Questions about your trades or crypto?
General information, not investment or tax advice for your situation.