RoboTax is a proprietary tool that is used to protect investors from a flaw in our stock market which causes investors to pay taxes they do not owe. The flaw is recognized by every major accounting firm and asset manager in the world. RoboTax fixes this flaw, allows investors to recoup lost money, and protects them going forward. RoboTax can also be used to amend previously filed tax returns. It is a “must-have” solution for any investor, fiduciary or financial services company.
Learn How RoboTax Can Amend Investor Tax Returns To Make Them Whole And Protect Investors From Unjust Taxation
By Up Uploading a File and Pressing a Button Investors Can
Amend Previously Filed Tax Returns
Recoup Overpayments in Taxes
Claim Return of Capital Tax Deductions
Achieve Higher After-Tax Returns
Increase an Investor's Quality of Life In Retirement
Create Accurate 1099's for Brokers
Create Accurate 1099's for Custodians
Can Be Used By Investment Funds, Hedge Funds and Family Offices
API's For Retail Traders Coming Soon!
Tools That Make Investors More Money - Available In May 2022 -
Understanding Distribution Risk Online Course$99.99
- Pays for itself
- One time payment - lifetime access
- Increase your returns by managing distribution risk
- Must have for Fiduciaries
Discounted Membership - Includes Disclosure Data App$99.99
- Access to online course
- Access to our Disclosure Data App - available to first come first serve beta testers in May, full access by end of July
- RoboTax - stop paying taxes you don't owe - coming soon
- Access to our Blog
- Many new Apps in development all of which make investors more money - coming soon
- Access to our Community Forums
- Access to our Online Course
For Enterprises - RoboTax, Disclosure Data and FairSharescontact
- Comply with disclosure laws
- Create accurate 1099's with RoboTax
- Create the best performing investment funds
- Create innovative exchanges that allow fair security pricing for equities and fixed income
- Protect investors and create efficient markets
- Be the most tax-efficient broker or custodian
- Increase the after-tax returns of your 40 Act or Hedge Fund
We Believe in Doing The Right Thing For Investors - Do You?
We believe in Investor Protection
Investors rely on our stock market for their well-being in retirement. We believe they should keep more of what they earn.
We believe markets should not have Hidden Costs
We believe that markets should be fair, efficient, transparent and should not have Hidden Costs.
We believe Wall Street should act in the best interest of their investors and shareholders
We are strong believers in fiduciary duty and expect nothing less.
"Silence gives consent"