Automated Tax Lots

We provide comprehensive tax lot accounting and ten automated tax lot relief strategies.

Tax Downloads

We provide several downloads allowing you to track your realized and unrealized gains and losses. We also generate a completed version of IRS Form 8949, Sales and Other Dispositions of Capital Assets, which can be printed and attached to your tax return.

Electronic Tax Documents

All tax documents are loaded into your secure online account, where you can view and download them.