Intermediate

Capital gains & wash sale reconciliation from brokerage exports

Reconciles brokerage statements to capital gains reporting, identifies wash sales, and summarizes needed adjustments. Useful for high-volume traders and preparers handling multiple brokers.

Reconcile capital gains for {client_name} for {tax_year}.

Inputs:
- Brokerage 1099-B / transaction exports: {brokerage_exports}
- Cost basis method notes: {cost_basis_method}
- Known wash sale indicators: {wash_sale_info}
- Prior year carryovers (capital loss): {prior_carryovers}

Output:
1) Summary by broker: proceeds, basis, gains/losses, wash sale adjustments (if provided).
2) Issues list: missing basis, noncovered lots, corporate actions, duplicates.
3) Questions for client/broker and recommended follow-ups.
4) Clean output table that can feed tax software (columns specified by you).

If wash sale details are incomplete, explain limitations clearly.

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Depreciation book vs tax (MACRS/IFRS) schedule tie-out

Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.

GPT-5.2 Thinking; GPT-4.1; o3-mini

Tax

Intermediate

Estate Tax & Step-Up in Basis Analysis

Calculates the tax benefit of the 'step-up' in basis for inherited assets.

GPT-4oGemini 1.5 Pro

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Intermediate

Tax research memo template (issue, facts, analysis, conclusion)

Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.

GPT-5.2 Thinking; GPT-4.1; o3-mini