How do I determine the cost basis for my investment?

SRS Acquiom only manages the post-closing payment aspects of the transaction; we are not privy to any details regarding the cost of your security.  We suggest contacting the legal counsel or other members of the management team for the company in which you invested.  Should you have questions about the tax implications associated with the cost basis, we recommend you consult your personal financial advisor, tax accountant, or lawyer, as there are a variety of different factors that can impact tax liability.

Please contact us at support@srsacquiom.com with any additional questions.

Posted in: Clients: Tax Reporting