TradeMatcher.com
Your Schedule D Solution
| Service: |
Hi! My name is Wayne Durden. I am
an attorney in Savannah, Georgia, an active trader and
a software developer. I am also the founder of
TradeMatcher.com, a small firm which matches trades
for active traders. My firm will take your list of trade transactions and
turn those trades into the IRS Schedule D and Schedule
D-1 continuation pages.
We make this process incredibly easy. You get accurate results quickly
and inexpensively. You also get peace of
mind knowing that your documents were completed by
a specialist.
We offer a $34.95 flat fee to match a single account/single tax
year to IRS Schedule D format. The number of
trades matched is unlimited. In 2008 we
processed a customer dataset in excess of 24000
transactions, it doesn't matter whether you have
dozens or thousands of trades.
We prepare pdf documents of the actual Schedule D
and D-1 continuation pages which we return to you
electronically. We can also prepare Form 4797
with continuation pages if you have elected
mark-to-market accounting (MTM). You will also
receive supporting documents in spreadsheet format if
you wish.
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| Compatibility: |
We can handle data from virtually any brokerage which provides
your trade history as a downloadable file. Our preferred format is an Excel or CSV
(comma separated values) file. However we have
the ability to manipulate virtually any uniform transaction list
to the required format. If you can download it,
we can almost certainly clean, format, match and
calculate gain or loss.
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| Special Competencies: |
We use
specialized software developed and maintained by us and audited
over a range of test data sets we maintain to ensure correctness. Every set
of trades we match receives a final review against a
checklist before it is
released back to you. No trade data is
maintained after the process is completed and accepted
by our clients. Your confidentiality is
guaranteed and your satisfaction is guaranteed.
We do not request payment until we have completed the
processing for your review.
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$ 34.95 covers any single account for a
single tax year no matter how many trades
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| History:
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We are located on a barrier island
just outside of Savannah, Georgia. The
founder, Wayne Durden, has been preparing Schedule D
formatted data for traders
since 1998. We have hundreds of satisfied
customers and would like to add you to that list!
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| Details: |
Simply contact us and let us know you would
like to use our service. Then download your trade history or
trade transaction list from your brokerage firm.
Email the data to us as an email attachment and we
will take it from there. We will review and
adjust the dataset, match and review the
transaction results, and send you final result files
in appropriate format. Only when we complete the process
will we ask you to pay for our service by secure
online payment process. We accept all major
credit cards or payments via the PayPal processing
system.
For more
details about how the processing works click here
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Have questions or need more information?
Feel free to contact
us for any additional information. We are always happy
to answer your questions because we expect that once you speak with
us, we will be adding a new client. Our primary growth is by
referral, and we would be delighted to add you to our list of
satisfied customers.
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