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Your investment taxes, handled for you

Leave your investment taxes to us: we reconstruct transactions, calculate liabilities and prepare the documents ready for your tax return.

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Why choose a Human plan?

If your transaction history is complex, you have limited time, or you want to avoid mistakes, our Human plans let you delegate the entire tax calculation.

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Full accounting delegation to an expert from our team

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Significantly reduce the risk of errors in transaction reconstruction

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Receive tax statements and reports ready for filing, to share with your accountant or submit online

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How do Human plans work?

Human plans include access to your Finbooks account and a dedicated service managed by a specialist who handles the full accounting of your investments.

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Start with an onboarding and account setup call

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Our specialist reconstructs your entire transaction history

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Join the final review call where you receive your tax statements and reports

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Tax updates for investors 📬

Insights and regulatory updates to help you stay compliant.

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You invest. We handle the tax.

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The information on this website is provided for general informational purposes only. It should not be considered professional advice from Finbooks. Finbooks does not act as a financial adviser. You should seek independent legal, financial, tax, or other professional advice to determine how the information on this website applies to your specific circumstances. Finbooks is not responsible for any loss incurred, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly through this website.