TradeMatcher.com
Samples of what we do:
| Service: |
Our firm will take your list of trade
transactions from your brokerage, something that
may look like this if opened in Excel:
And turn it into IRS format documents that look like
this:
We make
this process
incredibly
easy. You get
accurate results
quickly and
inexpensively.
You also get peace
of mind knowing
that your documents
were completed
by a
specialist. We handle the wash sale
calculations automatically unless you tell us that you
have elected mark to market accounting. We
sign on the return with our IRS identification and
provide for you an Addendum To Jurat and statement under
penalty of perjury that applies to our portion of the
return. We guarantee our results for the dataset
and information we obtain from you, and will help you
respond in the event you should receive any follow up
inquiry related to our results.
We offer
a $99.95 flat fee
to match either a single
account/single tax
year to IRS
Schedule D
format. We will handle the reconciliation for an
additional account (two accounts/single tax year) at
no additional charge. Additional accounts are
$34.95 per account. The
number of trades
matched is
unlimited. In
2008 we processed a
customer dataset in
excess of 101000
transactions, it
simply doesn't
matter whether you
have dozens or
thousands of
trades.
We prepare pdf
documents of the
actual Schedule D
and D-1
continuation pages
which we return to
you
electronically.
We can also prepare
Form 4797 with
continuation pages
if you have elected
mark-to-market
accounting (MTM).
You will also
receive supporting
documents in
spreadsheet format
if you
wish.
|
| Compatibility: |
We can
handle data from
virtually any
brokerage which
provides your trade
history as a
downloadable
file. Our
preferred format is
an Excel or CSV
(comma separated
values) file.
However we have the
ability to
manipulate
virtually any
uniform transaction
list to the
required
format. The one exception is if you have data
that is ONLY available as a PDF document. While
the underlying data can often be harvested from a PDF it
cannot always be done reliably by automated methods.
Because of these limitations we cannot transform the
data from PDF documents at the base price. This is
usually only a factor for very old data (for example
from 5 years ago). Otherwise, if
you can download
it, we can almost
certainly clean,
format, match and
calculate gain or
loss. In the unlikely event PDF is your only
available option, call us because we can counsel you on
steps you can take to obtain the data for us.
|
| Special
Competencies: |
We
use specialized
software developed
and maintained by
us and audited over
a range of test
data sets we
maintain to ensure
correctness.
Every set of trades
we match receives a
final review
against a checklist
before it is
released back to
you. No trade
data is maintained
after the process
is completed and
accepted by our
clients. Your
confidentiality is
guaranteed and your
satisfaction is
guaranteed.
We do not request
payment until we
have completed the
processing for your
review.
|
|
$ 99.95
covers any single
account for a
single tax year no
matter how many
trades
|
| History:
|
We are located on
a barrier island
just outside of
Savannah,
Georgia. The
founder, Wayne
Durden, has been
preparing Schedule
D formatted data
for traders since
1998. We have
hundreds of
satisfied customers
and would like to
add you to that
list!
. |
| Details: |
Simply
contact us and let
us know you would
like to use our
service. Then
download your trade
history or trade
transaction list
from your brokerage
firm. Email
the data to us as
an email attachment
and we will take it
from there.
We will review and
adjust the dataset,
match and
review the
transaction
results, and send
you final result
files in
appropriate
format. Only
when we complete
the process will we
ask you to pay for
our service by
secure online
payment
process. We
accept all major
credit cards or
payments via the
PayPal processing
system.
For
more details about
how the processing
works click here
|
|
Have questions or need more
information?
Feel free to contact
us for any additional
information. We are always happy to
answer your questions because we
expect that once you speak with us,
we will be adding a new
client. Our primary growth is
by referral, and we would be
delighted to add you to our list of
satisfied customers.
|
