Tax Accounting Services
MB Trading makes tax time easy! Download all trade data for a specific time period or the entire year into an Excel spreadsheet or Quicken compatible file. Our clearing firm, Penson Financial Services, also mails year-end 1099s detailing all proceeds (sales) for reporting purposes.

MB Trading is proud to offer GainsKeeper, a valuable tax planning tool, to our clients at a 20% savings off of the regular price.*
GainsKeeper provides tax lot accounting services including wash sale and capital gain calculations for the Schedule D, corporate action cost adjustments, tax-smart trade advice and asset allocation. GainsKeeper arms you with accurate cost basis, capital gain tax lot data, and trade decision tools that maximize after tax returns - powering you to better results.
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* Discount applies to new subscriptions only.
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