Capital Gains Tax Advisory
Minimise your capital gains tax with expert classification, tax-loss harvesting, and strategic planning
Why Choose This
From stocks and mutual funds to cryptocurrency and real estate โ investment gains trigger complex tax consequences. WeSaveTax's tax professionals classify your gains correctly, identify tax-loss harvesting opportunities, ensure wash sale compliance, and file your Schedule D and Form 8949 accurately to minimise your tax liability.
Tax-Loss Harvesting
We review your portfolio to identify positions with unrealised losses that can be strategically sold to offset capital gains, reducing your tax bill while maintaining your investment strategy within wash sale rules.
Crypto Tax Reporting
Cryptocurrency transactions require careful tracking and reporting. We handle the complexity of DeFi, staking rewards, airdrops, NFT sales, and exchange-to-exchange transfers with accurate cost basis calculations.
Real Estate Exclusions
We evaluate your eligibility for the Section 121 primary residence exclusion (up to $500,000 for married couples), 1031 like-kind exchanges, and installment sale strategies to defer or eliminate real estate capital gains.
Wash Sale Compliance
Our experts track wash sale violations across all your accounts โ including IRAs โ and make the necessary cost basis adjustments to ensure your return is accurate and IRS-compliant.
How It Works
From first consultation to final delivery โ fully managed by qualified Tax Professionals.
Step 01 โ Share Brokerage Statements
Upload 1099-B, trade confirmations, and crypto records
Send us your brokerage 1099-B forms, cryptocurrency exchange reports, real estate closing statements, and any other investment transaction records. We accept data from all major brokerages and exchanges.
Feature Deep Dive
Everything you need for seamless compliance
Short-Term vs Long-Term Classification
We classify every sale as short-term (held one year or less, taxed at ordinary income rates up to 37%) or long-term (held more than one year, taxed at preferential rates of 0%, 15%, or 20%), ensuring you benefit from lower rates wherever possible.
Cryptocurrency Tax Reporting
We support all major exchanges and DeFi protocols, calculating cost basis using FIFO, LIFO, or specific identification methods. Whether you traded, staked, earned airdrops, or sold NFTs โ every taxable event is accurately reported.
Real Estate Capital Gains
From primary residence sales to rental property dispositions, we calculate gains after accounting for improvements, depreciation recapture, and applicable exclusions. We also advise on 1031 exchanges and opportunity zone investments.
Inherited Asset Cost Basis
When you sell inherited assets, the cost basis is typically stepped up to fair market value at the date of death. We ensure inherited stocks, real estate, and other assets use the correct basis to minimise your taxable gain.
WeSaveTax vs Others
See how we compare on what matters most
| Feature | WeSaveTax | Freelancer | DIY / Self |
|---|---|---|---|
| Gain Classification | Risky | Varies | |
| Crypto Reporting | Extra Cost | ||
| 1031 Exchange Advisory | |||
| Wash Sale Tracking | Partial | ||
| Tax-Loss Harvesting | Partial | ||
| Pricing | From $399 | $700+ | $299+ |
What Our Customers Say
Join thousands of happy taxpayers across India
โI had over 200 crypto transactions across three exchanges and was completely lost. WeSaveTax reconciled everything, identified wash sales I did not know about, and saved me nearly $2,000 through tax-loss harvesting.โ
Kevin Nakamura
Seattle, WA
โSold a rental property and was dreading the capital gains hit. WeSaveTax calculated the depreciation recapture accurately and helped me understand my options. Their expertise gave me real peace of mind.โ
Laura Hennings
Denver, CO
โI have a mix of stock trades and real estate investments. WeSaveTax handled the Schedule D, Form 8949, and even caught a cost basis error on my 1099-B that would have cost me over $800. Great attention to detail.โ
Robert Kim
Miami, FL
Frequently Asked Questions
Quick answers to common questions
You May Also Need
Explore related services to stay fully compliant
Ready to Get Started with Capital Gains Tax Advisory?
Join hundreds of businesses and individuals who trust our experts for hassle-free tax compliance and expert advisory.