MULTI-ENGAGEMENT TAX FIRM
Modern Day Solutions, From a Trusted Source
Solutions
Dedicated team for individuals with crypto reporting and IRS needs. Corporate/enterprise solutions for funds and businesses using crypto.
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Lock in your financial team with our Private Client Services. Create a custom plan tailored to your goals, incorporating proven strategies we've used to help clients like you.
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/ Tax Planning
Your investment decisions and tax planning should work hand in hand. By strategically planning, you can create a significant impact on both your short-term and long-term cash flow.
With over eight figures in IRS crypto audit wins to date, we understand what the IRS is looking for when it comes to crypto compliance. We have helped investors of all shapes, sized and complexity navigate how to properly report crypto transactions.
You have sold a business, crypto, stocks or property and incurred a large gain in the current tax year. Get ahead of the tax by exploring the different options on managing the taxes related to the sale.
Often, when we work with crypto clients, we find that they have over-reported their crypto gains. In many cases, we re-file tax returns with the correct data, uncovering hidden money that would have been lost otherwise.
You inherited assets from your family or are looking to create a legacy plan for everything you’ve built. There are multiple assets types that need to coordinated and properly structured to accommodate short/long term goals.
