Corporate Documentation Service

Don’t allow an IRS audit or civil court proceeding to wipe out the assets inside your trading company. Shield your business from predatory creditors and the IRS!

To ensure your legal entity is treated separately for asset protection and tax purposes, you must show that the business is not an alter ego. In other words, you must be able to show that the business operates separately from its members, shareholders, officers, and directors. This is accomplished by continually following all corporate formalities and providing proof through written documentation.

Watch Lynnett Gallagher, AZCLDP as she explains the importance of maintaining corporate records.

Costly Tax Preparation Mistakes

Erroneously prepared returns have donated hundreds of millions of dollars to the IRS! There is high probability that you failed to capture certain trader tax deductions or missed out on beneficial tax code changes.

The review of a traders accounting for gain or loss could reveal costly mistakes such as improper treatment of trading activity, wash sale reporting errors, and investment or day trading expenses. Learn what day traders and investors can do to put more green back into their pockets.

 

(877) 657-9266