Entity Solutions

(Day Trader Entity Setup)

Includes all the Base plan features:

• New Trader Tax On-Boarding (Webinar)
• Legal Entity Overview (Webinar)
• MIC Tax Planning Slack Workspace (24hr CPA Access)
• 10% Discount on A La Carte CPA Services (Code MIC10)
• Trader Tax Deductions Optimization
• Trader Tax Status Qualification Evaluation

PLUS the following features:

• Entity Set-Up (Formation, Legal, Tax, and Filing Fees)
• Mark-To-Market Accounting Application (Form 3115 / Internal Election)
• Change in Tax Status Election (Form 2553)
• Year-End Tax Planning
• CPA Phone Consultation

NOTE: *For new entities formed in the following states: MA, NV, NY, TN, TX, WA, DC, DE, and AK there will be an incremental fee of $400 due to increased filing fees