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