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About

About This Business

This business offers investment professionals and investors with a web-based application, Netbasis, that addresses investor cost basis needs and simulations with fast and accurate results.

BBB Accredited Since: 8/17/2017

Years in Business: 27

Products and Services

Netbasis, Batch Processing Services, Cost Basis Calculations, Cryptocurrency Tax Reporting, ESPP Shares Management, Historical Cost Basis Analysis, Investment Tax Management, Regulatory Tax Compliance Reporting, Tax Loss Harvesting, Tax Sale Planning, Tax Simulations

Photos and Videos

Business Details

BBB File Opened:
7/21/2008
Business Started:
7/22/1998
Business Started Locally:
7/22/1998
Business Incorporated:
7/22/1998
Type of Entity:
Corporation
Alternate Names:
NetWorth Services Inc
Netbasis
NetWorth Basis
Business Management:
Mr. Nico R Willis, President
Ms. Marisa K Diaz, Senior Vice President
Mr. Michael Gerity, Director
Ms. Marisa K Diaz, Senior Vice President

Additional Contact Information

Principal Contacts
Mr. Nico R Willis, President
Ms. Marisa K Diaz, Senior Vice President
Mr. Michael Gerity, Director
Customer Contacts
Ms. Marisa K Diaz, Senior Vice President
Ms. Marisa K Diaz, Senior Vice President
Fax numbers
Primary Fax: (602) 222-6383
Additional Email Addresses
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Additional Websites
ethicalcommunity.org/netw...

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