Form 8949:
Deconstructed
Reporting capital gains isn't just about math; it's about defensible data. We turn your 1099-B chaos into audit-ready precision.
Submit Your DataThe Audit-Grade Ledger
Capital gain complexities often hide in the wash-sale adjustments and cost-basis discrepancies that standard software misses. Why risk IRS flags?
At Karen Metcalf, our dedicated compliance team manually audits your transactional flow. We don't just ingest data; we reconcile the narrative of every trade to ensure your Form 8949 stands up to the closest scrutiny.
Transactional Integrity
We handle the data normalization, adjustment logic, and final PDF generation. You provide the raw trading history and previous filings.
Accuracy Guaranteed
We've reconciled over 14 million distinct transactions for American taxpayers. Experience matters when the IRS is watching.
The Compliance Protocol
Data Aggregation
We ingest CSVs, API feeds, and paper 1099s into our secure infrastructure. No trade left behind.
Reconciliation
Our specialists identify missing cost basis and apply complex wash-sale rules across multiple accounts.
Final Output
A complete, ready-to-file Form 8949 ledger with every adjustment documented and substantiated.
What Our Clients Say
"Karen Metcalf saved my filing. I had three years of crypto trades that standard software couldn't reconcile. They did it in days."
- Raybrasi M.
Why did we choose Karen Metcalf? Because their response to our complex non-financial asset reporting was immediate and technically sound. They treated our $4M portfolio with the oversight it required.
- Fah Laureles, Lead Auditor, Laureles Corp