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