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Investment Tax - Schedule D

Price

$100.00

Designed for individuals who have capital gains, losses, or investment income, we ensure your taxes are prepared accurately while maximizing your savings.

 

No meetings are required—just provide us with the necessary documents, and we’ll take care of the rest. However, if you prefer, we’re happy to meet with you on Zoom to discuss your filing needs.

 

Here's what we will need from you:

  • Investment Records: 1099-B forms from your brokerage accounts and documentation of any stock, bond, or cryptocurrency transactions.

  • Purchase and Sale Details: Cost basis, acquisition dates, and sale dates for your investments.

  • Dividend and Interest Income: 1099-DIV and 1099-INT forms.

  • Personal Information: Social Security number and any state-specific tax forms required.

 

Once you book with us, you'll receive our tax organizer, which contains all the essential information. Our team will guide you through the process to ensure all eligible deductions are captured for maximum tax savings.

Quantity

Refund Policy

At tradeeer, we are committed to providing accurate and professional tax return preparation services. However, we understand that circumstances may arise where a refund is requested. Our refund policy is as follows:

  • Full Refunds:

    • A full refund will be issued if you decide to cancel our services before we begin preparing your tax return (That includes uploading your information into our portal).

  • No Refunds:

    • Once your tax return process has been started on, no refunds will be issued. This is due to the customized nature of our services and the time-intensive process of tax preparation.

  • Revisions and Corrections:

    • If there is an error on your tax return due to our oversight, we will correct it free of charge.

    • If revisions are required due to incomplete or incorrect information provided by the client, additional fees may apply, but no refund will be issued.

  • Exceptions:

    • Refunds will not be issued for dissatisfaction related to the amount of taxes owed or refunds received, as these are determined by your tax situation and applicable laws, not by our service.

If you have any questions or concerns regarding our refund policy, please contact us at support@tradeeer.com. We are here to ensure your satisfaction and a smooth tax filing experience.

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