Day Trader Packages

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

 
Entity Creation

$1595

 

What’s Included

  • Articles of Organization Preparation

  • Articles of Organization State Filing*

  • Obtain your EIN

  • Mark-to-Market Election, Advice & Paperwork
    (as needed)
  • No additional fees
Does Not Include

  • Tax services

Tax Prep

 
First Year Tax Prep

$1695

 

What’s Included

  • Single year tax return for Business or Personal*

  • Normal tax preparation time

  • Mark-to-Market Election, Advice & Paperwork
    (as needed)

Add-Ons

  • Add personal Taxes for $200*

Most Popular

Entity +
First Year Tax Prep

$2995

 

What’s Included

  • Everything in Entity Creation

  • Entity Operating Agreement*

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

  • First year Tax Prep for new entity*
    ($599 for each following year)
After the First Year

  • $599 for business tax prep for the new entity*

  • $200 for personal tax prep*

  • $75/mo for bookkeeping

 
Deluxe

$4495

 

What’s Included

  • Everything in Entity + First Year Tax Prep

  • One year of Bookkeeping
    No coaching required!
  • Tax Strategy Planning with Lead Accountant
After the First Year
  • $599 for business tax prep*

  • $200 for personal tax prep*

  • $75/mo for bookkeeping

* Some locations or unusual circumstances may require additional charges