Kanchi Dividend Us Tax Accounting

This is a US tax workflow for dividend portfolios that helps you sort qualified versus ordinary dividends, check holding-period requirements, and decide which assets belong in taxable versus IRA accounts. It's built for REIT, BDC, and stock distributions with a focus on keeping assumptions auditable rather than giving legal advice. You feed it JSON with tickers, instrument types, and holding days, and it returns classification tables, account-location recommendations, and a planning memo template. The cadence is annual deep reviews plus quarterly refreshes when you add positions. Honestly, this is narrow but solves a real bookkeeping headache if you run income portfolios and want your tax planning documented before handing off to a CPA.