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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: 28

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...

Latest Reviews

  • Amy R

    "Do not do business with REMOVED. He will not take notes in meetings, does not use a transcription service or any other assistance therefore expect to state your requirements 4 to 5 times." ... Read full review

View all Reviews

Frequently asked questions about NetWorth

  • Is NetWorth BBB Accredited?

    Yes, NetWorth has been a BBB Accredited Business since August 17, 2017.

  • What is the BBB rating of NetWorth?

    NetWorth has an A+ BBB rating. Ratings run from A+ to F and are BBB's opinion of how a business is likely to interact with its customers, based on complaint history, transparency, and available public data.

  • How many complaints does NetWorth have on BBB?

    NetWorth has no complaints filed with BBB in the last 3 years.

  • How many customer reviews does NetWorth have on BBB?

    NetWorth has 1 customer review on BBB.

  • How do I file a complaint against NetWorth?

    You can file a complaint against NetWorth on BBB.

  • Where is NetWorth located?

    NetWorth is located at 3333 E Camelback Rd Ste 260, Phoenix, AZ 85018-2390.

  • What does NetWorth do?

    The BBB Business Profile for NetWorth describes the business as follows: 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. Business category: Computer Hardware.

  • How long has NetWorth been in business?

    NetWorth has been in business for 28 years, since 1998.

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