I will generate a detailed report that clearly summarizes investment history (Includes tax report)
About:
Upon receipt of your most up to date csv files, I will provide an investment summary and tax report.The Investment Summary Will Include:
- Balance by Currency
- Realized Gains/Losses
- Unrealized Gains/Losses
- Historical Graphs
- Trade Statistics
- Fee Summary
- Investment Timeline
- AND MORE!
Graphs, charts and other visuals will be included!
The Tax Report Will Include:
- Capital Gains Report
- Income Report
- Gift/Donation Report
- Lost/Stolen Report
- Closing Position Report
- Tax strategy and consulting support based on the findings of the trade analysis to minimize tax liability.
Available across various exchanges using First-in-First-Out or Last-In-First-Out methods.
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