Tax Planning

Select the Tax Planning package that’s right for you

Traders

YTD Income Assessment

$299

 

What’s Included

  • Analyze your brokerage statements and trading logs, especially wash sales
  • Tax planning with our expert

  • 1 hour (including research time)*

  • Other Day Trader Tax Issues Analysis

Advanced Planning

Advanced Tax Planning

$499

 

What’s Included

  • Trading questions?

  • Business questions?

  • Get more consultation for your needs

  • 2 hours (including research time if requested)*

Take advantage of the knowledge and experience of our business AND trader experts AND CPA experts

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