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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 author.  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 format report.

  We make this process easy by taking the burden off you.  You get accurate results quickly and inexpensively.  You also get the peace of mind that comes with knowing that your reconciliation was completed by a professional specializing on this task.   

  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.  For example, in the past we have handled customer datasets in excess of 9000 transactions.  

 

Compatibility:   We can handle data from any brokerage which provides your trade history as a web download.  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.

 

Special Competencies:    We use specialized software developed and maintained in house and audited for correctness.  Every set of results we match receives a final review by a professional for any obvious anomalies before it is released to our client.  No trade data is maintained after the process is completed and accepted by our client.  Your confidentiality is guaranteed.  Your satisfaction is guaranteed.  

 

$ 34.95 covers any single account for a single tax year no matter how many trades

History:

We are located on a barrier island just outside of Savannah, Georgia.   We have 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.

 

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.