 What's up guys Brian here with trader tax CPA in Orlando base cloud base CPA firm Providing tax compliance solutions to active traders all across the US. So new for 2019 We have officially partnered with my investing club to provide customized tax plans to active traders all across the US So if you scroll below, you'll notice that we have a couple different levels of service So what I'm going to do is I'm actually going to jump in the driver's seat and walk you through each of our different plans At the conclusion if you have any other questions Feel free to reach out to our team and a member of management will get right back to you. Thanks All right, so the base plan is perfect for the trader who Maybe had you already have your own CPA your own tax firm and you want to continue using them But you want to balance some trader specific questions off of us just to make sure you're going in the right direction So this is perfect for you. You have access to our firm 24 hours a day seven days a week We just asked it. You give us ample time to respond And the way you can reach out to us is we actually have a private slack workspace where you can ask any question You want doesn't have to be trader specific I know a lot of our clients have you know businesses. They're into real estate things like that So this is perfect the perfect medium to ask those questions So outside of that we also put out different educational content in the form of blogs You can check those out on our website. We also are going to be putting on Different webinars the new trader tax onboarding webinar And then we'll also talk about some of the legal entities that traders use for their for their businesses In addition We will offer you 10% off any a la carte services that you're interested in So if you don't fit into one of the other tax plans, you can still use our firm and use the discount code That's afforded to you. All right, so for the individual trader plan This is perfect for the trader who trades in their name. They may hold a job or They may just have another form of income. That's not a business So that's w2 or 1099 this plan is perfect for you So what we'll do is we'll include everything that's included in the base plan in addition You'll help will prepare your trader specific tax forms. That's gonna be your schedule D Form 89 49 if you are non-marked to market in 47 97 if you are marked to market That'll include your 1040 and then if you itemize deductions things like that will also include that in there What this does not include this does not include any business related tax prep So if you run a business or if you have an entity, this does not include that Will also throw in your estimated tax calculations your 1040 ES So these vouchers will essentially let you know how much money you need to pay per quarter in terms of tax liability In addition, we'll do some year-end tax planning with you come Q4 time a lot of traders Have questions around different late-minute tax strategies and so we'll provide that during Q4 So the business trader plan is designed for the trader who trades within an entity And what happens is we will include everything that's included in the individual and base plans Plus we'll prepare your entity specific tax form. So with this service you get your business your trader business return completed Whether you're a 1065 partnership 1120 or an 1120 s We'll prepare that plus your individual return. This does not include anything outside of your specific trade trader business For our entity solution setup services. We subcontract with a legal counsel Here in Orlando, Florida and what happens is they handle all the articles Incorporation all the operating agreements in any legal documents required to set your entity up in your home state And then our firm will handle all the tax related forms, which means if you are an 1120 s We'll do what's called the form 2553 change in tax status election for you We'll make sure that your mark-to-market Accounting application is completed if you're an existing entity if you're a new entity will do the internal election And then we'll also do some ongoing Consultations with you just to make sure everything is set up and operating smoothly So once your entity is created The next step is you'll get your business bank accounts and you'll reach out to whatever your broker is or whoever your broker is And they will then put the brokerage account in your entity name So that's all the services that we're gonna offer if there's anything that you're interested in that's outside of scope of this Just remember that if you are a part of the base level plan You will get 10% off all of our other a la carte services So if you have any questions after that Please feel free to shoot us an email info at trader taxcpa.com. Thanks