Trader Packages & Investments
Trader Package:
Basic
Starting at
$1,695
Articles of Organization Preparation
Articles of Organization State Filing
Obtain EIN
Access to Trader Accounting Webinars
Mark to Market Election (if necessary)
Including:
Tax Deadline Reminders
24/7 Access to Client Portal
Virtual & Mobile App Communication
Trader Package:
Plus
Starting at
$5,995
Everything in Basic +
PLUS Operating Agreement for Entity
PLUS First Year Tax Prep for Entity
PLUS Annual Meeting Minutes Form
Including:
Tax Deadline Reminders
24/7 Access to Client Portal
Virtual & Mobile App Communication
Trader Package:
Deluxe
Starting at
$14,995
Everything in Basic & Plus +
PLUS Year of Annual Bookkeeping for Entity
PLUS Tax Strategy Planning Session
PLUS Personal Financial Planning
PLUS Personal Taxes Included
Including:
Tax Deadline Reminders
24/7 Access to Client Portal
Virtual & Mobile App Communication