Service · From $850
Investment tax planning, beyond the 1099-B.
Brokerage reconciliation, K-1 integration, wash sales across accounts, §1256 60/40 treatment, carried interest, QSBS. The work software runs past.
What's included
Scope.
- Consolidated brokerage 1099-B reconciliation
- K-1 ingestion: PE, private credit, partnership funds
- Wash sale analysis across linked accounts
- §1256 mark-to-market 60/40 treatment
- Carried interest and §1061 holding-period analysis
- QSBS verification and §1202 documentation
- Year-end loss harvesting & position review
Pricing
$850+
Added to a 1040 · scoped by complexity
Private fund K-1s with footnote elections priced separately.
Questions
Common questions.
My brokerage 1099-B looks wrong. Is that common?
Yes — basis errors on transferred lots, missing wash sales across linked accounts, and ISO-to-NSO adjustments are routine. We reconcile rather than rubber-stamp.
Do you work with my wealth advisor?
Directly. We share workpapers with signed authorization, attend joint calls when helpful, and document positions that affect both the return and the portfolio.
Before year-end decisions close the window.
Book a call. Flat quote, firm timeline, real planning.