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Select Your Package

You've completed your engagement form with us. Now, select the package and payment plan that meets your needs.

  • Best Value

    The Full Experience

    6,995$
     
    An all-encompassing solution that goes beyond the essentials.
    Valid for 3 months
    • 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)
    • Operating Agreement for Entity
    • Annual Meeting Minutes Form
    • Deductions PDF
    • Mid- Year Tax Reduction Plan
    • Business, Personal and State Tax Return

  • The Full Experience

    2,331.67$
    Every month
    An all-encompassing solution that goes beyond the essentials.
    Valid for 3 months
    • 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)
    • Operating Agreement for Entity
    • Annual Meeting Minutes Form
    • Deductions PDF
    • Mid- Year Tax Reduction Plan
    • Business, Personal and State Tax Return

  • The Starter Package

    1,995$
     
    Everything you need to legally set up your trading business.
    Valid for 3 months
    • 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)

  • The Starter Package

    665$
    Every month
    Everything you need to legally set up your trading business.
    Valid for 3 months
    • 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)

  • The Monthly Experience

    12,000$
     
    Transform your business experience with our Monthly Concierge Service
    Valid for one year
    • Operating Agreement for Entity
    • Annual Meeting Minutes Form
    • Deductions PDF
    • Tax Reduction Plan
    • PLUS Quarterly Check-ins
    • PLUS Monthly Bookkeeping
    • PLUS Business, Personal and State Tax Return

  • The Monthly Experience

    1,000$
    Every month
    Transform your business experience with our Monthly Concierge Service
    Valid for 12 months
    • Operating Agreement for Entity
    • Annual Meeting Minutes Form
    • Deductions PDF
    • Tax Reduction Plan
    • PLUS Quarterly Check-ins
    • PLUS Monthly Bookkeeping
    • PLUS Business, Personal and State Tax Return

  • A La Carte & Add-On Services

    300$
     
    Pay a deposit, and work with us to create a custom package to meet your needs.
    Valid for 3 months

    • The Trader's Tax Blueprint Course

      665$
      Every month
      Valid for 3 months
      • Access to the Course & Community

    Got questions? Email Us.

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