Entity + First Year Trader Tax Prep Package

Entity + First Year Trader Tax Prep Package

Price range: $2,995.00 through $3,190.00

Please select your tax filing year and personal trading status

$2995*

What’s Included

  • Everything in Entity Creation

  • Entity Operating Agreement

  • One-on-one expert guidance on opening bank accounts

  • Beneficial Ownership Information Reporting (BOI)
    (currently, not usually required)

  • First year Tax Prep for new entity
    ($895 for each following year)
Add-Ons

  • Add personal taxes for $195

  • Added Schedule Cs*

  • Verifying/vetting/researching AI suggestions and ideas (starting at $250)

  • Reviewing/replying to audit and abatement letters outside of DTT scope of work (starting at $100)

  • Requested but not required work – example: balance sheets for businesses that don’t require a balance sheet (starting at $200)

* Some locations (such as DC, DE, NY DI) or unusual circumstances (such as multi-state or international) may require additional charges