What’s Included:

• Monthly bookkeeping

• Advanced tax strategy

• Audit-ready books

• Quarterly estimated tax planning & reminders

• Entity strategy & timing roadmap

• Retirement stacking strategy (Solo 401k / Backdoor Roth / HSA)

• Priority async support

Who This Is For:

• High-earning funded traders receiving payouts every month

• Traders scaling on multiple funded accounts

• Traders thinking long-term wealth, not just taxes