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
    (if necessary)

  • No additional fees
Add-Ons

  • Beneficial Ownership Information Reporting (BOI) for $199

  • Operating Agreement for $399

Does Not Include

  • Tax services

Tax Prep

 
First Year Tax Prep

$1695

What’s Included

  • Single year tax return for Trading Business or Individual with Trader Tax Status*

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

After the First Year

  • $799 for business*

  • $300 for personal*

Add-Ons

  • Add personal Taxes to Business Return for $300*

  • Added Schedule Cs*

  • Added Schedule Es*

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

  • Beneficial Ownership Information Reporting (BOI)
  • First year Tax Prep for new entity*
    ($799 for each following year)
Add-Ons

  • Add personal taxes for $300*

  • Added Schedule Cs*

  • Added Schedule Es*

 
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 business

  • Your choice:

  • Quarterly Business Consultation

  • Quarterly Bookkeeping

  • Quarterly Payroll

After the First Year
  • $799 for business tax prep*

  • $300 for personal tax prep*

  • $200/mo for bookkeeping

  • Added Schedule Cs*

  • Added Schedule Es*

* Some locations or unusual circumstances may require additional charges

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