IRA Financial Annual Compliance Service
Full Compliance. Expert Support. Total Peace of Mind.
Just $299/year — First Year Free for Existing Clients!
Managing a Self-Directed IRA (SDIRA) can be complex. One misstep can mean IRS penalties or plan disqualification. That’s why IRA Financial created the Annual Compliance Service — a powerful bundle of expert guidance, tax preparation, and audit support for existing clients. With over $1,500 in annual value, this upgrade gives you unlimited access to tax professionals, legal updates, and fast-track support for your SDIRA — all for less than the cost of a single tax consultation.
What’s Included in Your Compliance Service
First Year Free
Why it matters:
We’re so confident in the value of this service that your first year is completely free. Use it, benefit from it, and only renew if it saves you time and money — which it will.
Savings: $299
Completion of IRS Forms 1065 & 990-T
What it is:
We prepare and file your Form 1065 (partnership returns for IRA LLCs) and Form 990-T (for UBIT-related income), both of which are critical for IRS compliance.
Why it matters:
These forms are often overlooked or incorrectly filed, risking penalties and unnecessary IRS scrutiny. We handle it all so you don’t have to.
Estimated Value: $400–$800 annually when outsourced to CPAs.
Unlimited* SDIRA Tax & Consulting Services
Gain direct, year-round access to seasoned tax experts who specialize in Self-Directed IRAs. Whether you need quick advice or strategic tax planning, we’ve got you covered.
Free SDIRA for Your Child or Grandchild
What it is:
We’ll waive all fees for a Self-Directed IRA opened for your child or grandchild until they turn 18.
Why it matters:
Start building generational wealth with a tax-advantaged retirement account for your child — at no cost.
Estimated Value: $495 in waived account fees per year
Transaction Reviewer for IRA Custodian
What it is:
We’ll act as a reviewer on transactions when your IRA custodian requests additional compliance documentation or justification.
Why it matters:
Saves you time and ensures your transaction clears quickly and correctly — reducing delays and compliance risk.
Estimated Value: $100–$250 per transaction
Expedited IRA Support
What it is:
Jump to the front of the line with faster response times and priority handling of your questions and requests.
Why it matters:
Whether it’s an urgent investment opportunity or a tax question, time matters. We’ll make sure you’re never left waiting.
Estimated Value: Speed = value. Priceless when time-sensitive.
IRA Financial Annual Compliance Service FAQs
What consulting services are included in the Unlimited* SDIRA Tax & Consulting Services?
- IRS Prohibited Transaction Rule Analysis
Avoid costly rule violations that can disqualify your IRA.
Estimated Savings: Thousands in potential penalties - UBIT Examination & Minimization Strategies
Learn how to reduce or eliminate Unrelated Business Income Tax exposure.
Estimated Value: $250–$500 per consultation - Roth Conversion Tax Optimization
Ensure you’re not overpaying on conversions or missing strategic timing.
Estimated Value: $200+ - IRA & 401(k) Contribution Rules Guidance
Avoid excess contributions or missed opportunities.
Estimated Value: $100+ - Distribution & RMD Tax Strategies
We’ll calculate RMDs and advise on tax-efficient withdrawals.
Estimated Value: $150+ - IRA Asset Valuation & FMV Support
Essential for year-end reporting, especially with real estate or LLCs.
Estimated Value: $100–$300 - IRA LLC Operating Agreement Legal Updates
Ensure your LLC structure and agreements remain compliant.
Estimated Value: $500+ - Backdoor Roth IRA Strategy
Implement complex tax planning techniques with confidence.
Estimated Value: $250–$400 - IRA LLC Tax Questions
Resolve anything related to your SDIRA LLC taxes — fast.
Priceless: Immediate access to real experts - IRS Audit Guaranty
If you’re audited, we’ll stand by your side — and deal directly with the IRS.
Estimated Value: $1,000–$2,000+
Total Estimated Annual Value: $1,500+
You Pay: $0 First Year, then Just $299/year
Protect your retirement account, reduce risk, and gain a dedicated team of experts — all for less than the cost of a single tax consultation.
No risk. No guesswork. Just expert compliance support when you need it most.