Does this sound like you?
❌ I’m trading under my personal tax and social security number.
❌ I'm NOT trading under a business entity.
❌ I don't know where to start and which business setup to choose.
❌ I’m trading under a business, but I don't know if it's set up correctly.
❌ I'm not sure if I'm in full compliance with the IRS.
❌ I'm missing out on the most tax deductions.
❌ I have the right trading business setup, but NO business plan.
❌ I'm managing my wealth without an expert tax strategist.
❌ I'm missing out on strategic tax deductions and keeping more profits.
Go ahead and book your Discovery Call so that we can get to know you and your business goals.
We will review your past & current financial reports and create a plan that meets your trading business goals.
Now, we can pick the best package for you like tax prep, bookkeeping, tax planning and more.
Articles of Organization Preparation
Articles of Organization State Filing
Access to Trader Accounting Webinars
Mark to Market Election (if necessary)
Tax Deadline Reminders
24/7 Access to Client Portal
Virtual & Mobile App Communication
(starting at $450/mo. recurring)
Quickbooks Set Up
✓ Tax Planning
(starting at $2,500)
Everything in Basic +
PLUS Operating Agreement for Entity
PLUS First Year Tax Prep for Entity
PLUS Annual Meeting Minutes Form
Everything in Basic & Plus +
PLUS Year of Annual Bookkeeping for Entity
PLUS Tax Strategy Planning Session
PLUS Personal Financial Planning
PLUS Personal Taxes Included