Day Trader Packages
Select the Entity Creation or Tax Prep package that’s right for you
Entity Creation
$1695
What’s Included
- Articles of Organization Preparation
Articles of Organization State Filing*
Operating Agreement
Beneficial Ownership Information report (BOIR)
Obtain your EIN
Mark-to-Market Election**
(if necessary)- No additional fees
Does Not Include
Tax services
Tax Prep
First Year Tax Prep
$1795
What’s Included
Single year tax return for Business or trading as sole proprietor
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
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
First Year 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)
- 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 or unusual circumstances may require additional charges
** Returns filed with the Mark-to-Market Election may need to be filed by mail
