You take care of your trading, let us take care of your taxes, and minimize your tax liability too!

Welcome back! Please fill out this form to get a quotation or to register for tax preparation
Please fill out the * required fields; skip the rest if it's unchanged from last year

First Name*

Last Name*

Street Address

Address (cont.) Name

City

State

Zip/Postal Code

Country

Office Phone*

Home Phone*

FAX

E-mail*

Did you file as MTM trader last year?

Yes No

Did you quit trading and will be needing just a "standard" tax return?

Yes No

Do you already know what type of return you will be filing?

How many trading transactions did you do in this tax year? (approximately)

If you are not sure, we'll be glad to get the information for you once we log into your account(s)

* (buy and sell = at least 2 transactions)
(transaction = "ticket")

Who were your brokers for this year? (list)
(See our brokers page for some information on data formats)

	Broker:	approx # of transactions	approx gain/(loss) *optional	is this a Futs or Forex only account?
1
2
3
4
5

Did you trade stock options?

Yes If yes, about how many?

Do you file jointly with a spouse?

Yes

If yes, does your spouse have own income?

Yes

Is there anything else you would like to share with us at this time?
(such as is this for a different tax year that the one currently required)

How would you like us to contact you?

By phone
By email

What do you Trade?

Securities and/or Options

Securities (MTM)

Futures

Forex

Which Trader are you?

Not sure? Look here first

Resource Center

Clients

Returning Client Quote

Miscellaneous

Client Testimonials

Send Feedback

Cancellations/Refunds

Disclaimer

Dedek Consulting Corp. ~ 18565 Soledad Canyon Road, Suite 311 ~ Santa Clarita, CA 91351