CPA-ready tax handoff
One export your CPA can actually use — income summary, realized gains by symbol with wash-sale flags, current holdings, and your harvest, Roth, and withdrawal notes — as CSV and printable PDF.
How it works
- 1Track every lot — synced from your broker, imported by CSV, or entered by hand.
- 2Register every move with its tax impact — harvests, Roth conversions, withdrawals.
- 3Export the package: CSV plus a printable PDF your CPA can work from.
What you get
- Income summary for the year
- Realized gains by symbol, with wash-sale flags
- Current holdings with lot-level cost basis
- Harvest, Roth-conversion & withdrawal notes from the decision register
- CSV + printable PDF, in one export
- Educational records — your CPA verifies before filing
Common questions
What is CPA-ready tax handoff?
One export your CPA can actually use — income summary, realized gains by symbol with wash-sale flags, current holdings, and your harvest, Roth, and withdrawal notes — as CSV and printable PDF.
How does CPA-ready tax handoff work?
Track every lot — synced from your broker, imported by CSV, or entered by hand. Register every move with its tax impact — harvests, Roth conversions, withdrawals. Export the package: CSV plus a printable PDF your CPA can work from.
What do I get with CPA-ready tax handoff?
Income summary for the year; Realized gains by symbol, with wash-sale flags; Current holdings with lot-level cost basis; Harvest, Roth-conversion & withdrawal notes from the decision register.