1099
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Consolidate multiple 1099 brokerage tax forms, visualize realized gains/losses, and track data for Fidelity, Chase, Vanguard, Schwab, and others!
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May 15, 2025
Provides an easy way for small businesses to prepare for Schedule C tax filing by categorizing transactions and calculating expenses by category.
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Dec 19, 2025 - Python
Automated ETL + analytics pipeline to reconcile Relius and Matrix retirement plan distributions and generate 1099-R correction files before mailing. Cuts manual reconciliation time (up to 95%) and improves data quality. Built with Python, pandas, and Excel.
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Dec 25, 2025 - Jupyter Notebook
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