Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Day Trading & Investing

“I made money trading stocks this year, what taxes do I owe and can I reduce them?”

CommonDeep Dive · 60 min · $170

Stock trading gains can create several tax considerations, and the answer often depends on whether the activity was short term or long term, whether any losses were also realized, and how the trades were tracked during the year. In many cases, the treatment can also be affected by wash sale activity, dividend income, and whether the trading was done in a personal account or through a business structure. Records from the brokerage, cost basis details, and any estimated payments already made are often part of the full picture. A CPA who reads your specifics can usually tell you, in plain English, where this lands.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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