Traders & Investors
It does not matter if you execute your trades on Wall Street or on Forex, or if your compensation or investment income is on Form 1099, W2, K-1, or a combination thereof.
The professionals at Barry's Accounting Services can prepare your investment tax returns. They are knowledgeable and experienced in trade tax laws. They have handled complex tax issues, such as short sales, wash sales, futures and stock options, stock splits, dollar cost averaging, dividend reinvestment plans, margin interest expenses, investment interest and dividends, investment tax credits, unreimbursed expenses, home office expenses, etc. The good news is they have figured out solutions that can lower your taxes legally.
Some of the firm's clients are qualified business traders and they have received full tax deductions for expenses that they have incurred. The firm is not a securities dealer/trader. It prepares complex tax returns for clients in that industry, reviews their brokerage accounts, and provides them with a holistic review of their financial situation.
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