Service
Equities, crypto, and real estate — one coherent return.
Most modern earners now have three asset classes on the return. We reconcile each, then optimize across them. Harvest losses against the right gains; source income to the right state.
What's included
Scope.
- Cross-asset loss harvesting coordination
- Wash sale analysis across brokerage + crypto (where applicable)
- Schedule E (rental) integrated with portfolio income
- Passive activity loss tracking across years
- Cost segregation and bonus depreciation evaluation
- Residency and sourcing for multi-state portfolios
- Single reconciliation file tying every line back to source
How engagements work
Discovery → proposal → engagement letter
Fixed-fee, scoped on a discovery call before any work begins.
Questions
Common questions.
Do you coordinate with my financial advisor?
Yes. We share signed workpapers, attend joint calls when useful, and document positions that affect both your portfolio and your return.
How do you handle short-term vs. long-term harvesting?
By rate arbitrage. Short-term losses first against short-term gains; long-term losses against long-term gains; then cross-class. Tracked and documented.
One return, three asset classes, no gaps.
Book a call. Flat quote, firm timeline.