Tax Center
Access all your tax documents, utilize advanced tax planning tools, and get expert guidance to optimize your tax strategy.
Comprehensive Tax Solutions
Everything you need for tax season and year-round tax planning and optimization.
Complete Tax Forms
Access all your tax forms including 1099s, 1098s, and other essential tax documents.
- 1099-DIV forms
- 1099-INT forms
- 1099-B forms
- Consolidated statements
Tax Planning Tools
Advanced tools to help you optimize your tax strategy and minimize your tax burden.
- Tax-loss harvesting
- Gain/loss reports
- Tax projections
- Strategy recommendations
Expert Tax Support
Get guidance from tax professionals and access to premium tax preparation services.
- Tax professional consultation
- IRS audit support
- Document verification
- Filing assistance
Available Tax Documents
Access all your essential tax forms and documents in one convenient location.
1099-DIV
Dividend and distribution statements.
1099-INT
Interest income statements.
1099-B
Brokerage transaction statements.
1098
Mortgage interest statements.
5498
IRA contribution information.
Consolidated 1099
Combined tax statements.
Advanced Tax Tools
Powerful tools to optimize your tax strategy and maximize your after-tax returns.
Tax-Loss Harvesting
Automatically harvest losses to offset gains.
Wash Sale Tracking
Monitor and avoid wash sale violations.
Cost Basis Tracking
Accurate cost basis calculation for all trades.
Gain/Loss Reports
Detailed capital gains and loss reporting.
Tax Estimator
Estimate your tax liability throughout the year.
Document Export
Export tax documents for tax preparation software.