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Kurt the Advisor
Sale of Stocks
If you have sold stocks and do not know exactly what your cost basis is, I can assist you in determining this figure to use in preparing your income taxes. I have the information required to determine the cost basis of all of the companies spun off frpm the original AT&T stock since Jan.,1984. I also perform the research required to determine the cost basis of other stocks which you either purchased or inherited. I have 40 years experience as a tax preparer and stand ready to assist you with the preparation of either personal or estate tax returns. This is my only business and I do not sell any product such as stocks, insurance or retirement plans so I can offer you an unbiased opinion of your financial and estate planning needs.
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