I’ll keep this short to make sure the message is received.
Double check the accuracy of the cost basis on your 1099 forms before handing them over to your tax advisor.
When you transfer accounts often the cost basis goes “missing”, so you can end up paying capital gains tax on the entire selling price instead off just on your gains.
It happens all the time, so make it a best practice to check your tax docs before just handing them over.
