What We Do
Every Service a Trader
Actually Needs
From first-year filing to full business infrastructure — built specifically for active traders, prop firm traders, futures, options, and crypto.
✨ New — Most Affordable
What's Included
- ✓Personalized document checklist based on your situation
- ✓Federal + state return prepared by a licensed tax professional
- ✓Prop firm income handled correctly (SE tax, no 1099 situations)
- ✓All deductions captured — eval fees, platforms, education
- ✓E-file included
- ✓7–14 business day turnaround
Starting At
$597
Price adjusts based on complexity. W-2, self-employment, LLC/S-Corp, and crypto add to the base price. See your exact price after the intake questionnaire.
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What's Included
- ✓Federal Form 1040 preparation and e-filing
- ✓State return(s) preparation and filing
- ✓Form 8949 & Schedule D — all trades
- ✓Prop firm payout documentation & SE tax handling
- ✓Wash sale rule analysis and documentation
- ✓All applicable deductions claimed
Starting At
$1,197
Per tax year. Includes strategy call. Price varies based on complexity, entity type, and number of trading accounts.
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What's Included
- ✓Mark-to-market election analysis & implementation
- ✓Section 1256 futures tax optimization
- ✓Quarterly estimated tax payment plan
- ✓Entity structure optimization (LLC vs S-Corp)
- ✓Year-round email access to your tax professional
- ✓60-min strategy consultation
Starting At
$2,497
Includes tax prep + strategy. Year-round access included. Most effective for traders with $50K+ in annual trading income.
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What's Included
- ✓Monthly transaction categorization and reconciliation
- ✓Prop firm payout tracking and documentation
- ✓Platform fee and expense tracking
- ✓Monthly P&L and balance sheet
- ✓Year-end package for your tax preparer
Monthly
$150/mo
Billed monthly. Cancel anytime. Add-on to any tax preparation plan for seamless year-round coverage.
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What's Included
- ✓LLC formation filing (Articles of Organization)
- ✓Operating agreement drafted
- ✓EIN application with the IRS
- ✓S-Corp election (Form 2553) if applicable
- ✓Payroll setup guidance for S-Corp owners
- ✓State registration filing
LLC Formation
$1,197
S-Corp election add-on: +$297. Most effective for traders earning $60K+ annually in prop firm or SE income.
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What's Included
- ✓Full transaction history reconciliation
- ✓Form 8949 generation for all crypto trades
- ✓DeFi, staking, and airdrop tax treatment
- ✓Multi-exchange & multi-wallet support
- ✓Cost basis optimization (FIFO, LIFO, specific ID)
Add-On
+$297
Add to any tax prep plan. Standalone crypto reporting available. Price may vary based on transaction volume.
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What's Included
- ✓Prior return audit and error identification
- ✓Form 1040-X preparation and filing
- ✓Missed deduction recovery
- ✓Prop firm income reclassification if needed
- ✓Up to 3 prior tax years
Starting At
+$397
Per amended year. Many clients recover more than the cost of this service in missed deductions from prior years.
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What's Included
- ✓60-minute video or phone call
- ✓Licensed tax professional — trader specialist
- ✓Written summary of recommendations after the call
- ✓Applicable to any trading situation
- ✓No upsell — just straight answers
One-Time
$597
Credited toward any full-service plan if you decide to move forward. No obligation.
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