Carlson and Associates CPAs, Inc.
Certified Public Accountants
Tax Notebook
Site 3
Click the Tax Notebook button above to securely login to your online organizer.

- Prepare your own taxes
Save time and money by preparing and filing your federal and state individual income tax returns online! Click the button above for more information.

GainsKeeper provides you the ability to aggregate your investments from multiple accounts into a single location. From there, cost basis is automatically tracked and adjusted for corporate actions (splits, mergers, etc) as well as wash sales. Provides full capital gain calculations for the Schedule D, as well as tax-smart trade advice and asset allocation.

GainsKeeper arms you with accurate cost basis, capital gain tax lot data, and trade decision tools that maximize after tax returns - powering better results for your investment portfolios. Also, you can provide your tax professional the ability to access your yearly gain/loss data to help in preparation of your tax return.