YTD Income Assessment

$299.00

Check your cash gains

Answer your wash sale questions

$299

What’s Included

  • Analyze your brokerage statements and trading logs, especially wash sales

  • Tax planning with our expert

  • 1 hour (including research time if requested)*

* Some locations (such as DC, DE, NY DI) or unusual circumstances (such as multi-state or international) may require additional charges