Crypto taxes
can be tricky....

But they don’t have to be painful.

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More than 10%
of Americans...

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.

We understand
not every financial professional is enthused about
crypto...

In our experience many advisors don't want anything to do with crypto, especially if they don't invest in it themselves. You may not understand crypto transactions or be turned off by the complexity, risk or jargon.

To help out our peers, we offer outsourcing services for crypto tax calculation to financial advisors, tax professionals, and accounting firms.

Your Solution: Vincere Tax

Crypto Tax Advisory & Consultancy

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

How We Can Help:

We Support and Guide

Tax Preparers

For tax professionals who require support serving cryptocurrency clients or outsourcing crypto tax estimates.

Financial Advisors

If you're a financial planner looking for a crypto tax return preparer or tax planner.

Businesses

If you are a business owner who is looking for help with complicated cryptocurrency tax planning or accounting issues

How We Can Help

Cryptocurrency Tax
Advisory & Consulting

Collectively, we'll tackle any crypto tax issues that arise. No matter how difficult your crypto tax situation, we can help.

Cryptocurrency Tax
Advisory & Consulting

In the volatile crypto market, tax planning is crucial. We focus on our clients' goals to decrease their tax liability and preserve capital.

Tax Compliance for Cryptocurrencies

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.

Cryptocurrency Investment Reconciliations

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.

Why Vincere Tax?

Committed to Excellence

We are Certified Financial Professionals and IRS Enrolled Agents.

Leading Edge

We have gained a rare and highly sought-after combination of expertise and experience in the marketplace.

Data-driven

We stay up with the most recent tax legislation and ever-changing regulations.

As featured in:

Arise Health logoThe Paak logoOE logo2020INC logo

"Crypto Taxes is our expertise. We'll take care of it, so you can focus on yours."

- Josh Bennett, CEO

Leave your crypto tax worries to us, so you can focus on building your business...

Vincere Tax - Tax Preparation

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