Blunck Financial prepare income tax returns?
No. We do not prepare income tax returns, but we prepare
good cost basis reports for those who do! Accountants
like our reports. They are timely, accurate and complete.
Initially we manually enter the historical cost basis
information into our Advent software systems. Several
useful reports are then available throughout the year
for tax planning.
In early February of each year, we mail Final Cost
Basis Reports (which have been reconciled to the Form
1099s received by brokerage firms).
here for Sample Cost Basis Report