Trader Tax Prep
Trade All Year.
Dont Rebuild Your
Year at Tax Time.
Trader Tax Prep gives beginner traders a simple system for knowing what to track , what to save , and what to bring to a tax professional.
Before a tax season becomes a scramble.
Why most beginner traders panic at tax time.
Broker statements are confusing
Expenses aren’t tracked
CPAs charge more when records are messy
Mistakes happen before tax season
Before Trader Tax Prep
Scattered receipts • Forgotten expenses • Confusing statements • No idea what the CPA needs
After Trader Tax Prep
Expenses tracked • Documents gathered • Questions prepared • Ready for the conversation
Choose your kit
Free Mini Spreadsheet
Your First Step Toward
Being Tax-Season Ready
Complete Trader Tax System
Get Fully Prepared
Spreadsheet
CPA Survival Checklist
Documents to gather before meeting a CPA
Questions that help reduce CPA fees
Sales tax/VAT calculated automatically at checkout where applicable.
Who this is for
Beginner day traders
First year trading profits/losses
Side-hustle traders
Anyone who wants to walk into tax season prepared
Anyone Trading under 2-3 years
Disclaimer: Trader Tax Prep is for educational purposes only and does not provide tax, legal, or accounting advice. Consult a licensed CPA or tax professional regarding your situation.
Built From the Problem We Had Ourselves
Thank you for being here. I’ve been in your shoes — balancing trading, staying organized, and trying to make sense of tax season. I know how overwhelming and time-consuming it can be, especially at the beginning. I truly wish I had a tool like this back then to save time and reduce stress.My hope is that Trader Tax Prep helps make this part of your journey easier and gives you more confidence going into tax season.For Traders by Traders