But they don’t have to be painful.
Traded crypto in the last year.
There is a high chance that your clients have added crypto to their portfolios, and as a financial advisor you may be wondering how trades and other crypto-related activities will impact their taxes.
To help out our peers, we offer outsourcing services for crypto tax calculation to financial advisors, tax professionals, and accounting firms.
We provide financial professionals experience and knowledge to supply creative tax advice and guidance for their businesses and clients.
Technology Driven
Advisor Partnered Tax Prep
Elite Tax Planning
Technology Enhanced Accounting
Collectively, we'll tackle any crypto tax issues that arise. No matter how difficult your crypto tax situation, we can help.
In the volatile crypto market, tax planning is crucial. We focus on our clients' goals to decrease their tax liability and preserve capital.
These services include handling tokens received through hard forks and airdrops, initial coin offering (ICO) transactions by investors and developers, and reporting foreign financial assets and foreign bank and financial accounts.
We reconcile clients' crypto investments. These reconciliation reports are sent weekly, monthly, or quarterly so clients are always aware of their tax condition. Reconciliations are vital to crypto tax planning and strategy.
We are Certified Financial Professionals and IRS Enrolled Agents.
We have gained a rare and highly sought-after combination of expertise and experience in the marketplace.
We stay up with the most recent tax legislation and ever-changing regulations.