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- NetBASIS
December 23, 2010, 07:46
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- Splash
January 8, 2011, 08:40
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- Tax Optimization
January 6, 2011, 12:46
New regulations allow you to specify to your broker the sales method you wish to use when selling equities. When you sell shares, your broker will automatically…
- Investment Manager
January 12, 2011, 19:34
How are you currently managing your portfolio? How up to date is your information? How are you tracking fair market value, gains and losses? Are you aware of…
- Netbasis Navigator
January 10, 2011, 20:59
If the thought of calculating the cost basis for those shares you sold last year has you in a panic, not to worry. Netbasis Navigator is here to help. Netbas…
- Gifting and Estate Valuation
January 5, 2011, 15:30
Netbasis is an ideal tool for people who have received securities as a gift or an inheritance, are thinking about selling the security and face having to…
- eShareholder
January 6, 2011, 15:37
Complement your Netbasis experience with a visit to eShareholder.com. We are betting that most people will like the eShareholder.com experience so much that…
- About Netbasis
December 23, 2010, 08:11
Netbasis is the Gold Standard for Cost Basis Calculation Netbasis sets the standard for securities cost basis calculation. This user-frien…
- About NetWorth Services
December 23, 2010, 08:12
Our Story | NetWorth Management | NetWorth Partners Our Story NetWorth Services, Inc. is a financial software company that is setting the industry…
- Buy Now
December 23, 2010, 08:14
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- Contact
December 23, 2010, 08:15
NetWorth Services, Inc. 1661 East Camelback Road, Suite 200 Phoenix, AZ 85016 888-80 basis (22747) office 602-222-6383 fax Please email sales@networthser…
- E-Commercial
December 23, 2010, 08:16
Learn more!
- Education/Non-profit Institutions
December 23, 2010, 08:17
Netbasis Benefits Both Educational and Non-Profit Institutions Netbasis can serve valuable education-related functions for educational institutions,…
- FAQ
December 23, 2010, 08:17
Q: What is “cost basis?” When you sell a security, such as shares in a company or a mutual fund, you must report the capital gains as taxable income.…
- Netbasis
December 23, 2010, 08:19
Netbasis: Simplifying the challenges of cost basis calculation. To determine the capital gains or losses on the sale of a security, you need to know…
- Cost Basis for Individual Investors
December 23, 2010, 08:22
Simplifying Cost Basis for Individual Investors What is Cost Basis? When you sell securities, for income tax purposes you must report the short and long term…
- Landing - Welcome
March 4, 2011, 19:15
NetBasis provides all of the pricing, dividend and corporate action information Only enter the year if you don’t have the complete purchase…
- Legislation
December 23, 2010, 08:23
Accurate Cost Basis Reporting Now the Law Summary of Emergency Economic Stabilization Act of 2008 What the New Legislation Means to Individual Investors What…
- Live Web Chat
December 23, 2010, 08:23
If you have questions or need assistance and would like to interact directly with a NetWorth Services support representative, it's easy to set up a live Web…
- Login
December 23, 2010, 08:26
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- Management Team
December 23, 2010, 08:27
Our Story | NetWorth Management | NetWorth Partners Management Team Nico R. Willis President Chief Executive Officer Nico Willis has more than 20 years…
- Partners
December 23, 2010, 08:28
Our Story | NetWorth Management | NetWorth Partners NetWorth Services is committed to forming synergistic partnerships with leading financial…
- Press Releases
December 23, 2010, 08:29
Make this page your source for the latest news and information about Netbasis, NetWorth Services and important cost basis-related developm…
- Pricing
December 23, 2010, 08:29
NetBasis is offered on both a transaction and subscription basis; high-volume batch service is also available. Pricing is as follows: Transactiona…
- Privacy Policy
December 23, 2010, 08:30
Online Privacy is a constantly evolving landscape and NetWorth Services, Inc. plans to take all reasonable efforts to maintain up to date and effective…
- Product Line
December 23, 2010, 08:30
A Solution for Any Implementation Need NetWorth Services offers a full line of NetBasis solutions, giving customers the flexibility to…
- Professionals
December 23, 2010, 08:31
NetWorth Services is offering a "post tax-time" promotional package to tax professionals who are dealing with tax extension deadlines and reconciling the…
- Promo Code
December 23, 2010, 08:32
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- Renew Your Account
December 23, 2010, 08:34
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- Schedule a Live Demo
December 23, 2010, 08:35
To schedule a demo please contact sales@networthservices.com
- Terms of Use of Service
December 23, 2010, 08:36
This TERMS OF USE OF SERVICE ("Agreement") is made between NetWorth Services Partners I, LLC, an Arizona limited liability company ("Company") and any…
- Testimonials
December 23, 2010, 08:36
Testimonials "I found your service to be very useful and fast! No doubt I will use your service in the future. Thanks." -- A. Edward P., New York,…
- Recognitions
December 23, 2010, 08:37
- Welcome NATP Members
March 3, 2011, 14:02
With the enactment of strict new IRS cost basis reporting regulations, cost basis accuracy has never been more important. Broker dealers and transfer…
- Testimonials
February 12, 2011, 00:30
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- Landing - Learning Center
March 16, 2011, 09:03
Can Your Schedule D Pass an IRS Audit? With new regulations that came into effect on January 1, 2011, the IRS is now focusing on the accurate reporting of…
- Landing - Why Netbasis
March 16, 2011, 09:05
Setting the Standard for Cost Basis Calculation NetBasis is the efficient way to obtain adjusted cost basis information. Offering many features unavailable…
- Landing - 4 Ways You Can Benefit
March 16, 2011, 09:07
The regulation now requires brokerage firms to report your cost basis but be careful, because it only pertains to purchases made on or after Jan.…
- Landing - Commercial
March 17, 2011, 12:08
- iPad 2 Giveway
May 24, 2011, 06:26
Welcome to the NetWorth Services iPad Drawing and Stevie Award Voting Page. In order to be automatically entered into the drawing to Win a New iPad, you must…
- Event Registration
January 9, 2012, 16:27
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- Thank You
January 9, 2012, 16:27
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- Registration Cancelled
January 9, 2012, 16:27
You have cancelled your registration.
- Transactions
January 9, 2012, 16:27
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- Upcoming Events
January 23, 2012, 19:20
Here are our upcoming events: February 22nd - Town Hall Meeting (Register now!)
- 8949 Verifier
April 10, 2012, 17:45
Product Overview 8949 Verifier ™ is patent-pending software that lets you examine your client’s 8949 instantly for accuracy. This efficient…
- Site Map
January 13, 2011, 07:33
This page contains the site table of contents. Use it to quickly find content on this website.
Blog Posts
- Accounting Today Cost Basis Article
May 15, 2012, 21:28
Cost Basis Reporting Means More Revenue for Tax Pros 3/7/2012 "A new report from the research firm Celent finds that the new cost basis reporting requiremen…
- May 16 Webinar
May 10, 2012, 17:48
Join NetWorth Services & Celent for an unprecedented look into: “Turning 8949 Form Challenges into Revenue Opportunities” Date: Wednesday, May 16,…
- Netbasis Creates Year Round Cash Flow
May 8, 2012, 23:44
A recently released White Paper, created by Celent (member of the Oliver Wyman Group), discusses the new cost basis requirements and what it…
- Accounting Today 8949 Article
April 20, 2012, 16:37
Networth Services Launches 8949 Verifier Tool 3/14/2012 "Users can upload a client’s 1099-B form to the 8949 Verifier, where any additional information…
- USA Today Money
March 16, 2012, 00:05
Figuring cost basis is crucial to not overpaying taxes Date: 3/15/212 Author: Matt Krantz "Netbasis, available at netbasis.com, is a Web-based tool…
- Issue No.1 of Top 5 New Cost Basis Legislation
February 29, 2012, 23:52
by Enter The Story In this short, five post series, we will break down the Top 5 issues of the new cost basis…
- Netbasis, The Only Insured Calculation for Tax Professionals
February 16, 2012, 21:09
We’ve got you covered! You’ve heard that the saying that the only sure things in life are death and taxes, but for Netbasis users, that should be…
- What's My Basis Wednesday
February 15, 2012, 19:12
What could make hump day a little brighter this tax season? How about a free cost basis calculation? With the new tax laws regarding cost basis,…
- CNBC News
February 13, 2012, 23:00
New Rule Puts a Wrinkle in Figuring Taxes on Stock Sales Date: 2/13/2012 Author: Matt Krantz "For instance, TD Ameritrade, a large broker, is opting to…
- Cost Basis Infographic
February 3, 2012, 17:33
With tax season upon us and some major legislation changes in affect this year, we thought we would put something together that not only explains a little bit…
- Free From Broke Blog
February 2, 2012, 23:04
Cost Basis Reporting- How it Affects Your Taxes Date: 2/1/2012 Author: Miranda Marquit "...both allow you to put information about how many shares you…
- Media Misses the Mark with Cost Basis
February 1, 2012, 21:28
You’ve heard it before: Don’t believe everything you read. And in the case of the many stories on the new cost basis legislation, it’s good advice to…
- New Tax Rules Could Hurt Uninformed Filers
January 31, 2012, 18:27
NetWorth Service offering free webinar on Feb. 1 to explain crucial new rules The much maligned IRS isn't likely to win any new fans this season as it rolls…
- Top 5 Issues with Cost Basis
January 31, 2012, 18:24
If you're an average taxpayer now's the time of year that you're frantically inputing information into Turbo Tax in an attempt to do your taxes yourself. …
- Forbes Taxes
January 24, 2012, 22:56
Cost Basis FAQ Date: 1/24/2012 Autor: William Baldwin "If you can narrow the start date to a range, you could give the tax collector the benefit of the…
- February Town Hall Meeting
January 23, 2012, 18:54
PLEASE JOIN US FOR A COST BASIS "TOWN HALL MEETING" WEBINAR "How Will the New Cost Basis Legislation Affect Me?" Sponsored by NetWorth Services, Inc. &…
- CNBC Mobile
November 29, 2011, 21:04
Avoid New Tax Paperwork For Your Investments At Your Own Peril Date: 11/29/2011 Author: Amy Feldman "For a more detailed analysis of your tax situation,…
- Satellite Spotlight Blog
October 10, 2011, 20:49
NetWorth Services and Exchange Data International Launch Netbasis-Canada Date: 10/10/2011 Author: Close Up Media "Netbasis -Canada (canada.netbasis.com)…
- Canadian Treasurer Blog
October 5, 2011, 20:46
NetWorth Services and EDI Announce Debut of Netbasis-Canada Date: 10/2/2011 Authour: Unkown "With as little information as the year of purchase,…
- Yahoo! Voices
August 26, 2011, 20:30
How Can You Find the Cost of Stock Purchased a Long Time Ago? Date: 8/26/2011 Author: Unknown "As reported by Christopher O'Leary in Registered Rep,…
- Smart Money How To
May 23, 2011, 20:15
How To Do Your Own Taxes Date: 5/23/2011 Author: Unknown "There is also software to help with specific calculations. For example, you can get help…
- Accounting Today For The Web CPA
April 1, 2011, 20:01
Software Date: 4/1/2011 Author: Unknown "NetBasis, which offers professional-level cost-basis services to brokerages, accounting firms and other large…
- Smart Money The Tax Blog
March 28, 2011, 19:51
How to Determine Cost Basis of Old Stock Date: 3/28/2011 Author: Eva Rosenberg "What’s the alternative? That NetBasis software that I wrote about in…
- Market Watch Taxwatch
March 25, 2011, 19:15
How to Find Your Cost Basis for Capital-gain Taxes Date: 3/25/2011 Author: Eva Rosenberg "Well, that’s a no-brainer. Or is it? According to Nico…
- Forbes Taxes
March 25, 2011, 19:12
How to Calculate a Cost Basis For Your Stock Date: 3/25/2011 Author: William Baldwin "What about the really old trades? There are services that can…
- How to find your cost basis for capital-gain taxes
March 25, 2011, 13:41
By EVA ROSENBERG MarketWatch Los Angeles - March 25, 2011 - Taxpayers report billions of dollars’ worth of capital gains each year, and assessing the…
- New rules make it easier to obtain critical investment information for taxes
March 23, 2011, 02:28
By PAMELA YIP Personal Finance Writer The Dallas Morning News - March 20, 2011 - When you sell an investment, you have to tell the Internal Revenue Service…
- Online Tool Aims to Simplify Cost Basis Calculations
March 10, 2011, 04:15
BY MICHAEL COHN Accounting Today for the Web CPA March 8, 2011 - Phoenix, AZ - Netbasis is offering an online tool to help investors and brokers comply…
- New Cost Basis Legislation Leaves Investors Who Purchased Prior to January 1, 2011 to Fend for Themselves
March 10, 2011, 01:50
Phoenix, AZ, February 16, 2011– Although the Cost Basis legislation which requires brokers to report their clients’ cost basis has gone into effect as of…
- Investors, do you know your cost basis?
March 9, 2011, 00:55
Reuters - March 8, 2011 - There’s one thing you really need to know about the new rules on cost basis: If you haven’t had a conversation with your broker…
- Reuters Money
March 8, 2011, 22:39
Investors, do you know your cost basis? Date: 3/8/11 Author: Amy Feldman “The default is not necessarily the best option,” says Marisa Diaz, vice…
- PRLOG
March 8, 2011, 19:05
New Cost Basis Legislation Leaves Investors To Fend For Themselves Date: 3/8/2011 Author: Monica Foster "NetBasis is a system that was originally…
- Account Today For The Web CPA
March 8, 2011, 19:01
Online Tool Aims to Simplify Cost Basis Calculations Date: 3/8/2011 Author: Michael Cohn "etBasis is offering an online tool to help investors and…
- Market Watch Tax Watch
March 4, 2011, 18:49
Tax Refunds, Incorrect 1099's And Other Tax Tips... Plus, What You Need To Know About Gift Taxes Date: 3/4/2011 Author: Eva Rosenberg "The brokerage…
- Cost Basis Reporting: More Than Just a Number
March 3, 2011, 17:40
At first glance, reporting the cost of a security purchased by an investor to the Internal Revenue Service seems relatively straightforward. All a bank,…
- Rules change how you figure taxes on stocks
February 22, 2011, 19:20
The IRS suspects investors are shortchanging it more than billion a year. Now it has a plan to get some of that back. New rules kicked in this year that…
- Ongo... Via USA Today
February 17, 2011, 17:00
Cost-Basis Rules Change How You Figure Taxes On Stocks You Sell Date: 2/17/2011 Author: Matt Krantz "The new cost basis rules may put more responsibility…
- The Costs of Cost-Basis Reporting
February 7, 2011, 22:09
By Chris Kentouris -- www.mmexecutive.com -- 02/07/2011 The ability to make choices is the pillar of a free market economy. But when it comes to the…
- Tips: Get your tax paperwork in order
February 7, 2011, 16:13
So the federal income-tax filing deadline is getting closer, but you're lacking key information. Where should you go to retrieve it, and what will it cost you?…
- Brokers, Advisors, Investors Face Harsh Reality of Cost-Basis Reporting
February 4, 2011, 04:10
Since the beginning of the year, brokerage firms have been required to report investor gains and losses for new holdings directly to the IRS. That’s good…
- Cost Basis: What's the Big Deal?
January 18, 2011, 20:40
It’s a brand new year and The Emergency Economic Stabilization Act of October 2008 (the “Bailout Bill”) seems like a distant memory from a hazy and…
- Netbasis on Money for Breakfast
January 6, 2011, 15:59
March 24, 2010 Nico Willis, CEO of NetWorth Services, on Fox News' Money for Breakfast talking about new cost basis regulations and the benefits of…
- A Primer on New Tax-Reporting Rules for Funds, ETFs
January 6, 2011, 15:51
New Tax Reporting Rules - Wall Street Journal - Jan. 05, 2011 - By Carolyn T. Greer Mutual-fund investors had reason to cheer last month when Congress agreed…
- The Wall Street Journal Tax Smarts
January 4, 2011, 16:53
New Tax Reporting Rules Date: 1/4/2011 Author: Carolyn T. Geer "So keep good records. Under the new rules, brokers are subject to penalties for…
- National Taxpayer Advocate Service - FY 2002 Annual Report To Congress
December 23, 2010, 09:16
Washington, D.C. - Jan. 2003 - The IRS is currently exploring the use of publicly available software that will help determine the cost basis for…
- Investing After Selling Losers, Investors Also Must Face Tax Nightmare
December 23, 2010, 09:16
By LYNN ASINOF Staff Reporter of THE WALL STREET JOURNAL September 26, 2002 - As he watched the stock market plummet in mid-July, Jack Collins…
- Prying Eyes IRS tests software that will track capital gains
December 23, 2010, 09:15
By JIM MCTAGUE BARRON'S Online Monday, August 19, 2002 - If you have sold a stock or a bond and have claimed a loss on your tax returns when you…
- IRS Contract to Provide Information Technology Support
December 23, 2010, 09:15
Tucson, Arizona - August 10, 2002 - NetWorth Services, Inc., today announced that it was awarded an IRS contract to provide its net basis/equity…
- NRP - NetWorth Services, Inc.
December 23, 2010, 09:15
Phoenix, AZ - Sept 20, 2001 - NetWorth Services, Inc. was awarded a purchase order on a sole source basis from The Internal Revenue Service for…
- NetWorth Services Assists the IRS in Determining Tax Gap from Schedule D
December 23, 2010, 09:14
Phoenix, Arizona - April 4, 2005 - The Internal Revenue Service has released preliminary results from the 2001 National Research Program's (NRP)…
- Hello world!
December 23, 2010, 07:46
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
- Kiplinger Features
November 18, 2010, 19:14
Tracking Your Basis is Worth the Work Date: 11/18/2010 Author: Susan B. Garland "NetBasis has developed software that can track the change in basis for…
- Golaith Blog
January 1, 2009, 23:02
SPOTLIGHT ON...NetWorth Services. Date: 1/1/09 Author: The Practical Accountant "NetBasis is a software system developed by NetWorth Services, Inc. of…
- John Dundon Blog
October 3, 2008, 23:08
Cost Basis Date: 10/3/2008 Author: John Dundon " In 2006, the investigative arm of Congress, the General Accounting Office (GAO), estimated that 38…
- Accounting Today Blog
March 31, 2008, 22:51
NetWorth Offers Cost Basis Tax Calculation Discount Date: 3/31/2008 Author: WEBCPA STAFF "Willis said the Internal Revenue Service used Netbasis for a…
- CPA Practice Advisor Blog
March 26, 2008, 22:48
NetBasis Offers Tax Season Special On Cost Basis Calculations Date: 3/26/2008 Author: CPA Practice Advisor "NetBasis provides a valuable resources to…
- Money Matters Blog
September 2, 2007, 18:38
A Close Look At Fidelity, A Huge Financial Octopus Author: Elaine Meinel Supkis Date: 9/2/2007 "One of the many companies bought up by Fidelity, as we…
