Pricing to fit your needs

Includes State fee 

(State fees savings range from $150-$800 Per Entity) 

Entity Set Up with Entity Audit 

Articles of Organization Preparation

Articles of Organization State Filing

Obtain EIN for Trading Business

Profit & Loss Spreadsheets

Recorded Annual Minutes

Mark to Market Election (if necessary)

Quarterly Financial Review Check-ins

First Year Tax Prep for 1 Entity

(One Business, Personal and State)​

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Includes EVERYTHING in Entity Package

+ Operating Agreement for Entity

​

+ Annual Meeting Minutes Form

+ Deductions PDF 

+ Tax Reduction Plan 

+ First Year Tax Prep for 2-3 Entities

(Business, Personal and State Return)

​

 

 

+ Bookkeeping Set-Up for

1 Entity &

2 Bank Accounts

Includes EVERYTHING in Entity Package

+ Operating Agreement for Entity

​

+ Annual Meeting Minutes Form

​

+ Deductions PDF 

+ Tax Reduction Plan 

+ First Year Tax Prep for 3-4 Entities

(Business, Personal and State Return)

​

 

 

+ Bookkeeping Set-Up for

3-4 Entities &

4 Bank Accounts