Home > Products > Tax Analysis & Reporting Solutions


Visit our Cost Basis Advisory Page, a practical resource for the tax and accounting community that addresses real-world cost basis calculations.








TaxGopher® is a powerful tax analysis engine for cost basis adjustments that provides accurate information on taxable gains and losses.

Features	Advantages
Wash Sale Treatment	Full Tax Analysis — Interweaving
Constructive Sales	Agnostic Architecture
Straddles	No Reconciliation
Qualified Dividend Income	On-Premise Deployment
Section 988 Income Bifurcation	High Speed
Robust Handling of Substantially Identical Securities	Scalability
	On-Demand Processing

Benefits
Interweaving: Run an accurate and truly comprehensive tax analyses process that identifies wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends.
Our tax analysis software thoroughly addresses the interaction of wash sales, constructive sales and straddles and how they affect each other (i.e. a non-wash sale becomes a wash sale because of the effects of a straddle) and how they ultimately impact cost basis/taxable gains or losses. The end-investor must have accurate, audit-ready numbers.

Agnostic Architecture: Optimize your current IT infrastructure.
Our tax engine easily integrates with ANY accounting system OR data store containing a Fund’s accounting information and instantly accesses all the critical data needed to calculate your top-level tax adjustments and run tax analyses for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends.

No Reconciliation: Eliminate additional costly, time-consuming and error-prone reconciliation steps.
Instead of replacing your existing accounting platform, our software augments it. Using your existing tax lot retirement data, our product seamlessly snaps into your current workflow process. Avoid redundant processing, save time and money and get your tax analyses results for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends in-hand that much faster.

On-Premise Deployment: Gain total and complete control of your data.
G2’s software is deployed on-site so you don’t have to worry about jeopardizing the confidentiality of investor or client data. Let them know their data is secure with you.

In addition, since you’re in charge of the analysis time period and data sets that are fed into our system, you can exercise greater control and flexibility over the analyses for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends that you run.

High Speed: Run tax analyses really, really fast.
G2’s tax engine processes 10,000 transactions per second/per core thereby dramatically reducing the run times of the tax analyses process for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends from days to hours to minutes or even seconds. We have the benchmark data and the Client testimonials to prove it.

Scalability: Easily keep pace with increased business volume.
Our product sits locally on a user’s PC or any application server and fits with any hardware infrastructure. It easily scales with your business because our software engineers specifically designed the engine to take advantage of the fact that portfolios can be subdivided by security and/or client. If you run more copies of TaxGopher, you can easily accommodate the increased processing requirements for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends that result from additional accounts. High-frequency trading Funds welcome!

On-Demand Processing: Run tax analyses processing as often as you want.
Our tax engine’s extremely fast processing capabilities (10,000 transactions per second/per core) let’s you keep pace with the shift in accounting processing for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends from once at the end-of-the year to quarterly to monthly to daily. This flexibility is especially important to tax-sensitive Funds. It allows them to stay ahead of the tax-planning curve, instead of reacting after-the-fact and scrambling to answer difficult questions from end-investors.

TaxGopher Products     For Hedge Funds / Fund Admins   For Broker Dealers     For Private Wealth Management   For Mutual Funds

For more information about TaxGopher, please call or e-mail us:  +1 347 327 3288; sales@g2ft.com