Consultation
Transaction Summary Planning
Build an ordered ledger of buys, sells, transfers, and fees from the files already on your desktop.
What this session covers
When exports from different venues disagree on dates, asset tickers, or fee columns, a tax estimate stalls. Transaction Summary Planning produces one chronological ledger you can reuse for estimates and for conversations with a preparer.
Included
- Merge of multiple CSV or spreadsheet sources into a single ordered file
- Tagging of internal transfers versus disposals
- Fee and rebate lines placed next to the related trade where the export allows
- A short legend explaining column meanings in plain language
Not included
- Live monitoring of new trades after the session ends
- Automated sync with exchange accounts
How it runs
You upload or bring files. We normalize timestamps to Korea Standard Time where possible, resolve ticker aliases you confirm, and leave you with a desktop-ready summary plus a brief note on remaining ambiguities.
Fee basis
From ₩320,000 for up to four venue files covering one tax year. Larger archives are scoped after a short file check.