Entity Creation & Trader Tax Planning Package

$1,695.00

$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

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