Trader's CPA
Trade smart. File smarter. Let the IRS owe you this year.
Do More With Unified Brokerage Analytics
Primary outcomes that matter for active traders.
Aggregate realized P&L across brokerages to forecast quarterly estimated tax payments in minutes.
Consolidate trades from multiple accounts to detect and avoid cross-brokerage wash sale conflicts before they happen.
Track activity, logs, and documentation required to qualify for and maintain TTS with confidence.
The Audit-Proof Path to TTS
We provide the evidence the IRS looks for: substantial, continuous, and regular trading activity. Trader Tally gathers and organizes everything you need to build an undeniable case.
- Automated time-logging for trading activities
- Detailed trade history and volume tracking
- Journaling tools to document your strategy and intent
- Expense tracking for all your business deductions
- Export-ready reports for your CPA
See It In Action
From dashboard to deductions, see how we make tax-loss harvesting intuitive.
AI-Powered Trade Analysis
Maximize your profit and minimize losses by truly knowing your trades. Our AI-powered analysis helps you identify patterns, optimize strategies, and make data-driven decisions that turn every trade into a learning opportunity for greater profitability.
Track Every Deduction
From platform fees to home office costs, log every expense in CPA-ready categories.Sign up to track real deductions
| Date | Category | Notes | Amount |
|---|---|---|---|
| 2025-07-01 | Data/Platform | TradingView Pro+ | $49.99 |
| 2025-06-25 | Hardware | New Ultrawide Monitor | $599.00 |
| 2025-06-15 | Education | Options Trading Course | $299.00 |
| 2025-06-01 | Home Office | High-Speed Internet | $75.50 |
Traders Qualified for TTS with TraderTally
“TraderTally was the missing piece. It organized my records perfectly, and my CPA was thrilled. I finally qualified for TTS and saved thousands.”
Sarah J. – Futures Trader
“I used to spend weeks compiling data for my accountant. With TraderTally, it took less than an hour. The reporting is a game-changer.”
Mike R. – Equities Day Trader
“The automated time-logging and journaling features helped me build a solid case for being a full-time trader. Highly recommended.”
Chen L. – Options Trader
Simple, Transparent Pricing
One price. All features. No hidden fees. Start your 30-day free trial today.
- Unlimited Trades & Broker Connections
- Wash Sale Detection (IRS Section 1091)
- Quarterly Tax Estimates
- Tax Loss Harvesting Opportunities
- CPA-Ready Tax Reports
- Plaid Integration for Major Brokers
- Real-time P&L Tracking
- Priority Support