Need to do your trader taxes? We can generate your Form 8949 & Schedule D in minutes!
Perfect for Tax Professionals

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.

client dashboard

Keep track of your clients in a simple dashboard

We allow tax professionals to manage an unlimited amount of clients easily.

image of the client management dashboard in the Traderfyles app
image of a report from Audit My Broker in TraderFyles app
Detailed tax 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.

we do the math

Most advanced wash sale algorithm

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.

image of algorithmic code
Join the experience

Take control of your taxes.

Sign up is free. No credit card required.

knowledge base and concierge

Unsure how to do something? No problem.

You will have access to an extensive knowledge base and personal concierge support

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.

headshot of Brian Rivera, CPA

Brian Rivera, CPA

Founder and CEO