I have an investment account with HSBC US and they are able to provide monthly/yearly statements but being a UK tax resident, I am looking for someone to reconcile these financials for my UK tax return. HSBC US is able to provide 4/1/2023 – 12/31/2023 & 1/1/2024 – 4/30/2024 reports, from these, you will need to reconcile (6 April to 5 April) and provide a report that I can file with HMRC.
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