Our firm offers comprehensive Crypto Tax Solutions designed to meet the needs of every crypto investor. At the basic level, we provide essential services to accurately determine your gains and losses for tax purposes. Our clients span from Defi Meme Coin traders to Bitcoin Lifers. We are confident in our work product and are signed off by a CPA and can be used if the IRS ever requests data from you.

Crypto Tax Compliance is important. But for those seeking specialized assistance, our experience extends to the following areas:

Crypto Audit Representation

High Frequency Traders

Enterprise Solutions

Trust & Custody Services

Crypto Funds

OTC Services

Derivative Strategies

Options Trading, and

Crypto Loans.

Layer in our Tax Planning Services to optimize your portfolio. Develop a winning plan today.

At our firm, we offer expert financial strategy and tax planning services that emphasize the power of data. Data is king, and it drives all our decisions. By thoroughly analyzing your financial data, we can develop and implement strategies to make your taxes more efficient. Our personalized approach ensures that every solution is tailored to your unique situation, helping you minimize tax liabilities and optimize financial outcomes. Trust us to transform your data into actionable items with a plan and roadmap.

Phase 1 - Save money through tax planning
Phase 2 - Allocate that money strategically

Book a call today and begin to map out a plan

Join the family with our Private Clients service.

We have a minimum annual spend for this service.

Includes access to our Tax & Legal Attorneys, Estate Planners, and Financial Teams.

Special Perks // In-Person Events // Investment Opportunities

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