Trader Entity Formation Service

We customize and form the right entity structure and plan to suit your tax goals. This service required a paid consultation first.

Price: $525.00

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September 14, 2021 update: It's too late for our entity formation service to be effective for the tax year 2021. We require that the entity be operational and eligible for TTS for a minimum of Q4. Consider that it takes time to schedule the initial 50-minute consultation, have our entity formation service meeting, get the state certificate of formation, and open and fund an entity brokerage account. Plus, one quarter doesn't give you much time to maximize employee benefits. Consider forming a single-member LLC in December 2021 to be taxed as a partnership or S-Corp as of January 1, 2022.

We offer our entity formation service to retail and proprietary traders, not to investment managers. See our entity formation service page.

Before signing up for this service, we require a 50-minute paid consultation to determine if an entity is right for you and the best choice of entity.

Description

Our entity formation price includes a 60-minute meeting with Robert A. Green, CPA, to form the business, and a 15-minute consultation with Adam W. Manning CPA approximately 30-days later to review execution and begin tax planning. It includes:

  • Finalize the entity plans and form an LLC or corporation using our BizFilings services (see below).
  • We go through formation and start-up tax issues, including ownership percentages with a spouse, profit-sharing allocations, initial capital contributions, and tax elections (S-Corp, Section 475 MTM securities, Section 988 forex).
  • We also cover employee-benefit plan deductions (retirement and health), payroll planning, tax strategies, including Section 195 start-up costs and Section 248 organization expenditures, banking needs, accounting solutions, S-Corp expense reimbursement (accountable) plans, and tax planning under the new tax law.

We design the right company around your tax needs (considering family, other work, and state issues) and execute it. Our outside attorney prepares and reviews the legal documents, as we are not a law firm. The entire process takes about a week if you choose the expedited service from bizfiings. It can take a week or more to get on Robert Green's calendar.

Our service is just what you need. Yes, you can form your trader entity at your state's Web site or ask your local attorney to handle it (probably at a higher cost than our very competitive fee). But the most critical issue is not merely forming an entity — it's creating a company that's properly structured to take advantage of all the complex and nuanced trader tax strategies that we customize for you. We consult with you on these tax strategies, design the best entity and tax plan and then help you execute it. Overall, we save you a lot of money.

How it works

After checkout, see the Download PDF in the email receipt containing links to schedule your 60-minute meeting with Robert A. Green to form the entity and the second 15-minute session with Adam W. Manning to review execution and get started on tax planning.

Our administration team will email you our engagement letter for secure online execution and set up your file in our secure file-sharing system SmartVault, which is how you will receive documents from us and our outside attorney.

With expedited state-filing service, the entire process takes about a week, as states take several days to issue the certificate of formation or incorporation. Several states offer a 24-hour or 48-hour rush service, and clients may consider that choice as well. Our outside attorney only takes one or two days to prepare the legal paperwork.

If you have any questions, please contact us soon.