Welcome to the Petfield & Associates information page.

We are a premier provider of investment tracking services, committed to delivering a clear and accurate view of your investment activity for tax reporting and financial planning purposes.

Over time, investment tracking has become increasingly complex for both individuals and investment firms, particularly with the growing volume of securities, limited partnerships, private equity holdings, and evolving tax reporting requirements. Our firm specializes in organizing and reconciling these investments to ensure accurate cost basis tracking and reporting.

We assist clients in managing and reconciling year-end reporting documents such as 1099s, K-1s, and brokerage statements, helping to identify and correct inconsistencies that may arise in reporting income, distributions, and cost basis calculations.

Our team works closely with brokerage firms and financial advisors to ensure transactions are properly recorded and that any necessary corrected tax documents are requested when needed. We also provide detailed supporting schedules that can be used by your tax preparer to streamline filing and improve accuracy.

By maintaining accurate investment basis records, we help clients reduce the risk of reporting errors and avoid potential overpayment of taxes due to incorrect or incomplete information.

We offer investment tracking services both in-person throughout the New York Tri-State area and remotely nationwide. Please contact us for additional details or to discuss your specific needs.