Orion Advisor, LLC: Wash Sales Tax Reporting in Orion Advisor Desktop
Company Background
Orion Advisor Services, LLC is a one-stop service company to provide comprehensive information for investors.
Many clients use the reports generated by Orion’s services to report gains and losses to the IRS. Orion has been updating its reports to accommodate the IRS wash sales.
Project Summary
The consulting team completed research on wash sales and verified that Orion’s system accurately generates reports that incorporate the wash sales rule.
Team Photo
Team Members
Brent ForbushSaul LealMatt MillettWilliam Qian
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