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THE NEXT GENERATION OF


NETBASIS


®


IS FINALLY HERE!

 * Sign Up For Free


NetWorth is excited to introduce to you the next generation of our award-winning
cost basis application, Netbasis. This new, state-of-the-art version boasts
faster processing capabilities and an enhanced data verification process.

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PROVIDING RELIABLE INVESTMENT TAX SERVICES FOR OVER 25 YEARS

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EMPLOYEE STOCK PURCHASE PLAN (ESPP) COST BASIS RETRIEVAL AND VERIFICATION.

The NEW Netbasis ESPP can be an effective tool in addressing the common tax
reporting complexities for ESPP share transactions. Netbasis provides a
comprehensive report that identifies the corporate action events, tax basis
adjustments, gain/loss amounts, potential wash sales, ordinary income amount,
qualified and disqualified dispositions, as well as the investment IRR and ROI
return calculations.

 * LEARN MORE


NEW FEATURE FOR PROFESSIONALS


MAXIMIZE YOUR INVESTMENT TAX STRATEGIES BY SIMULATING YOUR FUTURE TRADES.

Get Ready for T+1! Now you are equipped to make real time smart decisions on the
the best tax sales method before the next day settlement.

TRY IT TODAY!
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CALCULATE YOUR ADJUSTED COST BASIS IN SECONDS


With minimal information, Netbasis can automatically calculate an adjusted cost
basis for securities going back as far as 1925.

Learn More


CALCULATE YOUR ADJUSTED COST BASIS IN SECONDS


With minimal information, Netbasis can automatically calculate an adjusted cost
basis for securities going back as far as 1925.

Learn More


CORPORATE ACTION ADJUSTMENTS

 * Splits
 * Spin-Offs
 * Dividend Reinvestments
 * Mergers
 * Liquidations
 * Mutual Fund Conversions


BACK OFFICE
SOLUTIONS

 * High Speed Batch Service
 * ACAT Verification
 * Wash Sale Batch Service
 * Tax Optimization


RIAS AND TAX PROFESSIONALS

 * Historical Cost Basis
 * Tax Sale Planning
 * Tax Loss Harvesting
 * Tax Optimization


"WHAT INFORMATION DO I NEED TO START USING NETBASIS?"


Netbasis has your security’s corporate actions (splits, mergers, spin-off, etc),
pricing and dividend information. Netbasis requires only a minimum amount of
information from you to calculate your cost basis. After identifying the
original security you acquired, you just need to enter the following
information:


SHARE DATES

Enter the date(s) for shares you acquired (purchased, inherited or received in a
spin-off). Then enter the date(s) for the shares you sold.


AMOUNT OF SHARES

Enter the number of shares for every acquisition. Then enter the number of
shares for every sale.


DIVIDEND DATES

You don’t have to enter every dividend. Click “Yes” if you reinvested dividends
for the entire holding period or enter the start or end dates.


SOME OF OUR SHAREHOLDER CLIENTS

BUILT ON 20 YEARS OF TRUST






7878 North 16th Street, Suite 175
Phoenix, AZ 85020







COMPANY

 * NetWorth



PRODUCTS

 * Netbasis
 * NetBatch



RESOURCES

 * Privacy Policy
 * Terms of Use of Service





SALES

 * sales@netbasis.com
 * +1-602-222-6380



CONTACT

 * Customer Support

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