NetWorth Services, Inc. Information

Determining accurate cost basis has become exponentially more complex as investors manage traditional securities alongside tokenized assets, digital wallets, fractional ownership, and increasingly sophisticated corporate actions. Investors, financial institutions, tax professionals, advisors, broker-dealers, and transfer agents all face growing regulatory pressure to maintain accurate, real-time investment records across multiple markets and asset classes. Fortunately, there is a more intelligent solution—Netbasis. Netbasis delivers institutional-grade cost basis intelligence in real time. Powered by proprietary technology and a securities database spanning nearly a century, the platform automatically calculates adjusted cost basis by synchronizing historical pricing, corporate actions, mergers, stock splits, dividend reinvestments, return of capital, spin-offs, and other complex events. As tokenized securities emerge, Netbasis extends these same capabilities across both traditional and blockchain-based assets while preserving the economic integrity of every investment. As global reporting requirements continue to expand, accurate cost basis has become a critical component of compliance, investor confidence, and operational efficiency. Whether supporting tax reporting, 1099 and 1099-DA reporting, Schedule D preparation, inherited or gifted securities, institutional capital gains verification, or the synchronization of tokenized and traditional securities, Netbasis provides the precision, automation, and auditability required for today's financial markets. Its proven technology has been trusted by leading financial institutions and was selected by the IRS to support its National Research Program capital gains verification initiative.