Day Trader Packages

Select the Entity Creation or Tax Prep package that’s right for you


Entity Creation &
Trader Tax Planning

$1695

What’s Included

  • Articles of Organization Preparation

  • Articles of Organization State Filing*

  • Operating Agreement

  • Beneficial Ownership Information report (BOIR)
    (currently, not usually required)

  • Obtain your EIN

  • Mark-to-Market Election**
    (if necessary)

  • Ongoing consulting on using your entity

Add-Ons

  • Additional entities to optimize your plan (usually $600 each)

Does Not Include

  • Tax services

Tax Prep

 First Year
Trader Tax Prep

$1795

What’s Included

  • Single year tax return for 1 trading entity or 1 sole proprietor trader, or both*

  • As needed:

  • Schedule C and/or D

  • Forms 1065, 1120, 4797, and/or 8949

After the First Year

  • $895 for trading business*

  • $195 for personal*

Add-Ons

  • Additional businesses or entities

  • Add personal Taxes to Business Return for $195*

  • Added Schedule Cs*

  • Added Schedule Es*

  • Unusual situations, such as international returns, FBAR reports, or 1031 exchanges*

Most Popular

Entity + First Year
Trader Tax Prep

$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*

  • Added Schedule Es*

  • Unusual situations, such as international returns, FBAR reports, or 1031 exchanges*

 
Deluxe

$4995

What’s Included

  • Everything in Entity+

  • Retirement Plan: we will set it up and teach you how to manage a plan for your trading business

  • Your choice:

  • Quarterly Business Consultation

  • Quarterly Bookkeeping

  • Quarterly Payroll

After the First Year
  • $895 for trading business tax prep*

  • $195 for personal tax prep*

  • $200/mo for bookkeeping

  • Added Schedule Cs*

  • Added Schedule Es*

  • Unusual situations, such as international returns, FBAR reports, or 1031 exchanges*

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

** Returns filed with the Mark-to-Market Election may need to be filed by mail