Edelman Financial Engines

Networth Services is a trusted provider of investment tax services based in Phoenix, AZ. With over 25 years of experience, they offer a range of tools and solutions for individual investors, professionals, and corporate institutions, including cost basis calculations, tax management, and regulatory tax compliance reporting. Their latest version of the award-winning cost basis application, Netbasis, features faster processing capabilities and an enhanced data verification process. Networth Services specializes in addressing the complexities of employee stock purchase plans (ESPP) and provides a comprehensive report that identifies corporate action events, tax basis adjustments, gain/loss amounts, potential wash sales, and more. They also offer a new feature for professionals that allows for tax strategy simulations, enabling users to make informed decisions on the best tax sales method. With minimal information, Networth's Netbasis can automatically calculate adjusted cost basis for securities dating back to 1925, making it a valuable tool for historical cost basis calculations and tax planning.Generated from the website

The Planning Group is a professional services firm based in Scottsdale, AZ, specializing in strategic planning and consulting services for businesses of all sizes. With a focus on helping clients achieve their long-term goals and objectives, The Planning Group offers tailored solutions to address a wide range of organizational challenges. Generated from their business information