Prepare your clients' taxes
TraderFyles for tax professionals is the most user-friendly tax software in the industry. Use TraderFyles with your clients to seamlessly and accurately reconcile and file their taxes.
Contact sales
Save time and money. Start helping your clients with TraderFyles today.
Keep track of your clients in a simple dashboard
We allow tax professionals to manage an unlimited amount of clients easily.
- Easy-to-use dashboard
- Sort by tax year
- Quickly access and download forms and reports
Instantly generate tax reports
Automatically generate tax reports based on your clients’ transactions. You’ll get full access to the clients’ IRS Form 8949, Schedule D (Form 1040), Permanent Disallowed Wash Sale Report, and Transaction Report.
- Permanent Disallowed Wash Sale Report
- Unlimited tax reports and forms
Most advanced wash sale algorithm<span data-metadata="">
Our wash sale algorithm is fully tax compliant and will help your clients get ahead of the IRS wash sale requirements and calculate the wash sales their broker can’t report.
- Easy-to-read early wash sale report
- Transparent reporting
- Fully tax compliant with IRS
Take control of your taxes.
knowledge base and concierge
Unsure how to do something? No problem.
We have the experience
Brian Rivera is an active trader, entrepreneur, Certified Public Accountant, and owner of Trader Tax CPA, LLC — a leading firm specialized in providing tax compliance and preparation services to active traders.
Brian Rivera, CPA
Founder and CEO
