Basis Tracking

Capital Changes helps users track adjustments to a security's cost basis for proper tax reporting purposes. Determining a security's current tax basis can be difficult and time-consuming.

The legal and tax professionals at Capital Changes take all necessary steps to calculate the proper adjustments to a security's tax basis by using careful analysis and a methodology consistent with the Internal Revenue Code.  Whether you're a financial services professional, legal advisor or accountant, Capital Changes is a powerful research tool that gives you the quick and accurate adjustments to basis that you need.