Tax Adviser Solutions
NEW! - TAPro 3.7 Schedule D/Wash Sale Reconciliation Wizard with hundreds of time-saving features. New and improved for tax year 2010. - show details
TradeAccountant Pro (TAPro), with new reconciliation features and new brokerage imports for tax year 2010,
is a premium reconciliation and reporting solution used
by thousands of serious traders and Tax Advisers to generate Gain/Loss reports for current
and prior tax years.
Do you have customers with Stocks, Call Options, Put Options and other securities and need to calculate a gain/loss report in IRS Schedule D-1 format with adjustments for corporate actions, cost basis and wash sale?
Do some of your customers want to do this work on their own and deliver a completed gain/loss report to you so you don't have to spend time going through the details?
Can you or your staff reconcile 300 securities transactions, create a Schedule D-1 and adjust for wash sales in less than 30 minutes?
TAPro can meet this need. Some Tax Advisers use TAPro to support all of their securities reconciliation needs. You can get started for no cost and reconcile 2009 and prior years of data.
Review a sample Schedule D-1: Sample Schedule D-1
Get TAPro Free. See our special offer: Tax Adviser Offer
To Order by check, money order, fax or mail, download our form: Custom Oder Form
Reconciliation Services Business Model
- Use TAPro to reconcile client data and generate reports.
Select Download TAPro to get started. - To save time, refer clients to TAPro and ask them to prepare their own reports. See the TAPro page for more details.
- To share private data files using an online folder with username and password login for each client, read about TradeAccountant Online (TAO). Select TAO Free Trial to get your TAO account started.
Reconciliation Service
TradeAccountant offers a compelling combination of web and desktop tools.
A benefit of using TradeAccountant Online is the ability of account holders to invite their tax professional to reconcile their account. This means you can visit your client's account, download data to TAPro, complete a reconciliation and then upload a reconciled report.
The TradeAccountant team acknowledges the value of working with Tax Advisers and Attorneys; they are a core part of the long term vision for TradeAccountant.
Call 408 884 9560 (PST) to arrange a demo and a conversation with our team in Silicon Valley, California.
TradeAccountant Online Highlights
| A Trade Journal: Transactions are displayed in a simple table for quick reference. TAO includes column and sort controls. Select a year of interest and view transactions or generate a report for that year. |
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Reports: TAO standard reports include Schedule D, Schedule D Summary in .csv, Not Grouped Summary, Schedule D as .txf, Symbol Details and Transaction Details. Tax Advisers use the reports page to obtain the information they need to complete a detailed reconciliation, when needed. |
| Private Folder: Productivity and automation are great, but sometime account holders need the help of a trained professional. Your private folder is a place to invite a tax adviser, or friend, to access your transaction history, reconcile your data and upload a reconciled report. |
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