Tax Planning

Select the Tax Planning package that’s right for you

Entrepreneurs

Tax Analysis

$199

 

What’s Included

  • We analyze the benefits of entity creation

  • Tax planning with Tax planning with our expert to show the benefits of creating an entity

  • 1 hour (including research time if requested)*

Traders

YTD Income Assessment

$299

 

What’s Included

  • Analyze your brokerage statements and trading logs, especially wash sales

  • Tax planning with our expert

  • 1 hour (including research time)*

Advanced Planning

Advanced Tax Planning

$499

 

What’s Included

  • Trading questions?

  • Business questions?

  • Get more consultation for your needs

  • 2 hours (including research time if requested)*

Take advantage of the knowledge and experience of our business AND trader experts AND CPA experts

* Some locations or unusual circumstances may require additional charges