Tax reporting and planning for cryptocurrency, staking, DeFi and NFTs, from reconciling cost basis across wallets to filing it all on your return.
Many transactions across exchanges and wallets that need to reconcile.
Planning when and how to sell with the tax in mind.
Staking rewards, liquidity pools, lending and other on-chain income.
Prior years that need to be fixed, or a notice about digital assets.
We go over your activity, platforms and goals.
Scope and fee agreed in writing.
You share exchange exports and wallet addresses through your secure portal.
We reconcile transactions and cost basis and flag anything that needs your input.
We prepare the forms for your return and explain the results.
Buying and holding generally isn't taxable, but rewards, swaps, and paying with crypto can be. The return also asks about digital asset activity, so it's worth reviewing.
We work from exchange exports and on-chain data to rebuild what's missing, and tell you where assumptions were needed.
Yes. We can prepare amended returns when earlier years were reported incorrectly.
Federal and state returns for individuals, partnerships, S-corps, C-corps, trusts, and nonprofits. All entity types, all 50 states.
Learn more →Year-round proactive planning, estimated tax minimization, entity selection analysis, retirement planning, and multi-state nexus analysis.
Learn more →Expert witness testimony, economic damages analysis, forensic accounting, lost profits calculations, and business valuation for legal proceedings.
Learn more →Initial consultations are always free. Send a message and we'll respond within one business day.
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