Would you spend $99 to save $2,000 this
year?
. . . To save hours of time calculating your
taxes?
. . . To reduce your risk of an IRS audit?
For only $99 ¾ just 27¢ a day ¾ INVESTools Portfolio and Tax Manager will help you get the maximum possible tax advantage so
that more of your money stays yours. Plus, you'll be able to track
your trades on a day-to-day basis with complete accuracy, which
allows you to make quick decisions to either minimize your taxes or
maximize your tax benefit. Best of all, INVESTools Portfolio and Tax Manager will generate your Schedule D ¾ saving you tax-preparation
costs, time (100-300 trades can take 10-80 man-hours), and
guaranteed accuracy with IRS-approved methods.
You'll Save Time and Money with INVESTools Portfolio and
Tax Manager
- Easy account set-up with automatic download
from your brokerage
- Automatically or manually update your account
each month
- Track every position in your portfolio with
current market data
- Instantly see what positions qualify for
long-term or short-term gains and losses
- Print a gain and loss summary report any day
of the year
- Avoid potential "Wash Sales"
- Know when it's safe to sell and/or repurchase
a position to avoid a "Wash Sale"
- Know when to use the "Double Down" strategy
to reduce taxes
- Generate and Print your Schedule D to file
with your tax return
- Export your investing records to any popular
tax-preparation package
- Track mutual funds, stocks, and options
positions
- Works for both taxable and non-taxable
accounts
- Find answers fast with a built-in help
feature
- Complete customer support from the creators
of the program
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Customer Testimonials
"I executed several hundred trades last
year and was impressed when INVESTools Portfolio and Tax
Manager prepared my 2001 Schedule D with no sweat. Then I was
totally blown away when using TaxCut to prepare my return?Many
hours of Schedule D work were reduced to less than 1 minute
using INVESTools Portfolio and Tax Manager."
Dr. Hamilton
"I am thoroughly impressed with
INVESTools Portfolio and Tax Manager and how it makes my life
simpler and eases my tax-time paperwork?You single-handedly
are easing the national paperwork burden!"
R. Jager
"(INVESTools Portfolio and Tax Manager)
is like a Godsend. The importing was flawless and excellent,
and your software kicked out a Schedule D fast. Truly
remarkable. I?ll be using your service to track my trades,
avoid wash sales and such all year long."
Greg S.
"Thanks for making it so easy to
calculate and keep track of Schedule D transactions. Makes the
tax work burden a lot easier. Best program on the web."
G.
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