(516) 815-1040
Contact Us
Home
Trader Tax
Tax Planning
Section 475
Entities
Special Transactions
Tax Information
Trader Status
Mark-To-Market Traders
Investors
Traders
Services
Preparation Services
Trader Questionnaire
About Us
Contact Us
FAQs
X
Please enable JavaScript in your browser to complete this form.
-
Step
1
of 3
Name
*
First
Last
Email
*
Phone (W)
Phone (H)
Address
Address Line 1
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Next
How many trades on average do you execute on a daily, weekly or monthly basis?
What types of securities do you trade?
Stocks
Bonds
Options
Commodities
Other
What is your average holding period?
Do you consider yourself a...
Scalper
Swing Trader
Position Trader
Other
How many hours per day do you spend watching prices and the market during market hours of operation? How many hours per day or week do you spend reading financial publications, company news, analyzing market or stock action, analyzing charts, patterns of trading, etc?
Do you have another source of income from employment and how many hours per week do you spend at that job or business?
What is that job and what percentage of your income is generated from that job and what percentage of your expenses are met by that income? Please consider all sources of income from yourself, spouse or other household members.
How long have you been trading?
What have been your net results during that time period?
What are your results year to date?
What are your average annual trading expenses? Please consider computer hardware and software, seminars, training, books, tapes, online services for quotes, data, news, charts, etc?
Next
What is the size of your trading account?
What is the size of your total portfolio?
What is the approximate percentage of assets traded related to your total assets?
Do you have separate brokerage accounts for trading positions and investment positions?
What was the amount of your dividend and interest from your investments?
How important is it for you to receive income from your investments?
Do you purchase a stock for long term capital appreciation?
How long do you expect to typically hold a stock when you purchase it?
Do you use a trading system?
Do you trade by fundamental or technical analysis or some other method?
Have you ever filed a Schedule C as a trader?
Have you elected or considered electing IRC Code Section 475 Mark-to-Market Accounting Treatment?
Do you trade from home, work or a day trading site?
Are you a floor trader or member of any exchange?
Submit Questionnaire
