Services for New Clients
Consultation
This service is entirely optional and not a requirement to become a client. It’s designed specifically for those who prefer the opportunity to connect with us through a call before making the decision to move forward.
All consultations are free, with one simple requirement: you’ll need to complete a questionnaire before scheduling. This helps us understand your concerns and determine how we can best assist you.
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Crypto Tax Reporting
Are you an individual with a crypto portfolio and need help with figuring out your crypto taxes
This service is tailored for you. Our team of experts will manage the complexities of tracking and reconciling your crypto transactions, ensuring precise tax reporting. Whether your activity is minimal or more complex, we’ll take the burden off your shoulders, allowing you to focus on what matters. Let us handle your crypto taxes and make them a thing of the past!
Learn MoreCrypto Bookkeeping
Does your business use crypto in any way, shape, or form?
No need to worry—we’ve got you covered! Our team specializes in managing your monthly crypto bookkeeping, so you can focus on running your business without the hassle of tracking crypto transactions. Let us handle the complexities for you, ensuring accurate and compliant records. Make crypto bookkeeping a thing of the past with our expert assistance!
Learn MoreAdditional Services for Existing Clients
Specific Identification Selection
Our tax reports include a built-in system for specific identification selection.
Clients can easily use this feature by pairing their tax reports with the Specific Identification Selection Form template we provide.
This service is ideal for clients who want to save time analyzing their holdings and simply get the answer to: “Which tax tranches should I sell to achieve my goal?”
Crypto Tax Planning
Our tax reports include a built-in system for advanced tax planning. If you’re looking to fully exit a position, the system can calculate your unrealized capital gains or losses.
This service is tailored for clients with more specific tax needs. Whether you want to sell 20 ETH, diversify half of your BTC, or gift crypto to your family, it’s designed to meet your goals! You can also combine these actions with strategies like minimizing taxes, maximizing your remaining basis, or pursuing any other tax objective.
Examples of Tax Objectives
- Minimizing taxes
- Gifting crypto while retaining the highest basis subsets in your portfolio
- Gifting crypto by transferring the highest basis subsets, reducing the recipient’s potential tax burden
- Maximizing basis to preserve flexibility for future transactions
- Harvesting tax losses to balance out gains and reduce tax liability
- Charitable donations of crypto to take advantage of tax deductions
- Managing short-term vs. long-term gains to optimize tax rates.
- Timing asset sales to achieve long-term classification.
