Pull your data out before you need it
Creates a repeatable export routine for trades, holdings, statements, and tax documents so analytics, migrations, and tax prep do not start with a scramble.
Create a skill called "Broker Export Harvester". Build me a repeatable system for exporting and archiving brokerage data: - trades, - holdings, - statements, - confirmations, - and tax forms. Give me a checklist per broker, file naming convention, archive structure, and review schedule.
This recipe addresses the recurring pain that brokers often do not make exports
easy enough for serious analysis and recordkeeping.
Reconstruct the numbers when the broker does not
Rebuilds missing or suspect cost basis after transfers, broken imports, or inconsistent historical records so tax reporting is not a guessing game.
Stop tax season from becoming a fire drill
A tailored documents list, question set, and recordkeeping system so you file accurately, claim what you're owed, and never scramble at the deadline again.
Track upcoming tax-rule changes before they hit your bottom line
Maintain a lightweight watchlist for major tax changes and expirations, plus an impact memo format so you know what's changing, who it affects, and what to ask your CPA.
Cut payroll hours and error risk with a clear process
Build a payroll processing checklist and error-prevention flow that reduces manual re-checking, clarifies who does what, and schedules compliance steps.