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Services: List

 Our Services

Cryptocurrency Tax Reporting

Unlike traditional crypto "tax experts" who focus solely on the number of transactions, we take a holistic approach. Our pricing is tailored to your unique crypto activities—be it protocols, wallets, exchanges, or the ease of reconciling your data.

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Customizable Packages to Suit Your Needs

We offer three main packages, each designed to meet different levels of complexity and requirements. But that's not all—each package is fully customizable with multiple options to ensure it fits your specific needs like a glove.

Pricing Plan & Package

For casual investors and hodlers.

Setup & Onboarding

  • Coordinate request and collection of wallet addresses, API keys, and import data.

  • Import wallet, exchange, and blockchain data into Cointracking

 

Procedures

  • An initial review to reconcile any differences between on-chain or exchange balances to ensure a proper, complete importation

  • A deep review of the activity to identify any missing data, correct uncategorized transactions from API pulls, and ensure correct treatment of complex transactions

  • A final review to clear remaining basis issues, evaluate cost-basis methodologies, review the draft tax reports for accuracy and correct presentation

  • The final reporting package includes the following reports with commentary: capital gain and losses, income, fees, loss, and stolen items, gifts and donations, as well as Form 8949 for inclusion in tax return filings. The Form 8949 can be generated in a flat CSV or formatted for Drake, Turbotax, or TaxAct.

Support for:

  • Major Chains such as Bitcoin, Ethereum & related EVMs.

  • Major Exchanges such as Coinbase, Kraken, Gemini, & Binance

  • Basic transactions such as trading, transfers, airdrops, gifting, donations, and forks.

  • Light DeFi or NFT activities

T​he estimated completion time is 3-4 weeks from receipt of client data.

Additional Services:

  • Mid-Year Reconciliation

  • End-Of-Year Loss Harvesting

  • 30min or 1hr Tax Planning Call

Report Review Meeting - 30 minutes

In this 30-minute meeting, you will have the opportunity to connect with our knowledgeable Cointracking expert, who has worked diligently on your project. This session allows you to discuss your report in detail, raise any queries or concerns, and gain a deeper understanding of its contents.

starting at $1,000 per tax year

CTR

Our Process

1. Client Set-up

Provision Cointracking.info account & gather wallet addresses, APIs & CSV files.

3. Initial Review

Compare balances per on chain & adjust for common issues such as missing or incorrect data.*

5. Adjustment & Clean Up

Import adjustments were identified during the secondary review & reclassify activity based upon client feedback.*

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2. Importation

Import wallet addresses, APIs and csv files. Massage data & import activities that aren't natively supported.

4. Deep Review

Focus on material transactions. Generate a list of comments/requests for the client to provide input on.*

6. Reporting & Client Review

Issue final, PDF report detailing activity as well as provide exports for your tax tool of choice. If working with us, finalize your tax returns with our CTR data. *

* Performed by our senior accounting team

Tax Services

Tax Filings

Tax Return Filing

This includes:

  • Preparation of the Individual Income Tax Return package which includes Form 1040, relevant schedules and state return(s)

  • Electronic filing of federal tax return to IRS

  • Electronic filing of state tax return(s) to the relevant state authorities (if applicable).

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The client will provide all relevant supporting tax documents for the current tax year in order to prepare the return including, but not limited to:

  • Income information (e.g. W-2s, Investment Statements,1099s, K-1s, Profit and Loss)

  • Deduction and credit information (e.g. dependents, mortgage, retirement, healthcare)

  • Prior year income tax return. 

This service exclusive of any financial statement preparation for Schedules C & E as well as any tax planning or advisory services.

 

The estimated time of completion for this service is 2 to 3 weeks from the latter of 1) receipt of the supporting documents 2) approval of the cryptocurrency tax report if you have engaged our firm for this service.

starting at $500  per tax year

TR

Accounting Services

Bookkeeping

This includes:

  • Monthly reconciliation of bank, credit card, or cryptocurrency activities

  • Monthly reconciliation of balance sheet accounts

  • Monthly posting of journal entries and financial close

  • Generation of monthly financial statements

  • Maintain data feeds into your accounting software files

  • Troubleshooting & support

starting at $350

per tax year

Accounting activities will be conducted on behalf of your business to ensure that all financial information is up to date.

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This translates to roughly 5 hours per month of support services.

 

Should volumes or scope significantly change, we will contact the client to propose a fee and scope adjustment accordingly.

Accounting activities will be conducted on behalf of your business to ensure that all financial information is up to date.

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This includes:

  • Monthly reconciliation of bank, credit card, or cryptocurrency activities

  • Monthly reconciliation of balance sheet accounts

  • Monthly posting of journal entries and financial close

  • Generation of monthly financial statements

  • Maintain data feeds into your accounting software files

  • Troubleshooting & support

This translates to roughly 5 hours per month of support services.  

 

Should volumes or scope significantly change, we will contact the client to propose a fee and scope adjustment accordingly.

starting at $500

per month

Accounin

Advisory Services

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Tax Compliance

  • Prior period reviews

  • Amended returns

  • Transaction specific advisory

  • Deferred compensation, equity/token incentive programs (restricted tokens & options)

  • Entity formation & tax structuring

  • Estimated taxes & strategic tax planning

  • Retirement & wealth planning (SD IRA/401(k), Trust

  • Expat & foreign tax compliance

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Accounting, Reporting & Treasury Management

  • Business, start-up & development entities accounting

  • Portfolio management & reporting

  • Financial compilations & reviews

  • Budgeting, forecasting, & strategic planning

  • Outsourced controller & CFO services

  • Treasury structuring & management

  • Internal controls & good governance.

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Advisory
What are the next steps?

Book a free consultation

You’ll be asked a few questions to help us structure our working relationship.

2

Review our proposal

You’ll receive a detailed list of services tailored to address your needs.

3

Let the journey begin

You’ll choose how we move forward at a cadence and price that works for you.

1

Frequently Asked Questions

Do you support all exchanges/wallets?

We support most to all exchanges/wallets. The scope of support would vary & some may require more work which can change the scope. We love learning & expanding our support of exchanges & wallets. This will be discussed with the client & the scope would be confirmed.

How long does does it take to get my tax reports?

Once you have signed & paid, actually, once you've provided us with all wallet addresses & API keys & depending on your case, we commit to complete within 4 - 8 weeks, pending complexity of your situation and your cooperation. After onboarding & importing we should have a better estimate. Should we find anything specific at this stage, we would reach out

What crypto tax tools/services do you use?

We use several tools (Koinly, Accounting, Cointracker...) & services (ApeBoard, Zapper, Blockexplorers...), but our preferred one is Cointracking.info. We provision each one of our clients with a Cointrackinlinfo account on us. This is where we will be generations tax reports, such as Form 8949, income report, gift/donation report, lost/stolen report, fees report, & closing position report.

I have an existing CPA relationship, can I still work with you?

Of course! Many of our clients have established CPA relationships & we understand that cryptocurrency is just one facet of your financial situation.

Do you service international clients (non-US)?

Are there any additional fees?

During the onboarding & importation process, we may uncover significant matters requiring additional time to address in order to deliver accurate reports (e.g. non-supported DeFi activities). We will communicate in writing such matters & the additional fees to rectify.

We primarily service the US & UK markets, but are expanding into the commonwealth (CA/AUS/NZ). Our software allows us to generate tax reports for most countries, so we would be happy to find a way to work together if you're outside our main practice areas and have an existing relationship with an accountant/CPA in your country that can file.

How accurate is the reports you provide?

What is the best way of communication?

We'll default to email as our primary method, but also offer a private Discord channel for each of our clients. For all video calls we use Google or Zoom. No phones though.

We provide materially accurate reports. Given the high volume of cryptocurrency transactions, lack of good data, and inherent complexity of certain events, we focus on the most critical, tax impacting transactions. Typically our procedures scope down to review $500 to $1,000 transactions to ensure material accuracy.

What if there is an audit?

We are more than happy to support in the advent of an audit. We are not tax attorneys so in advanced cases we may refer you to our partners, but can assist with any inquiries, responses, and most matters that arise.

I have not filed my crypto tax last year, can you help?

We pass no judgement and can certainly bring you up to speed with the tax authorities. We'll just need your most recently filed return, crypto data, and tax documents to hit the ground running and reduce future penalties.

What if I'm using a different crypto tax tool?

We will guide you on obtaining your information & portfolio to import into our preferred solution Cointracking.info. While there are other tools, most do not have the capabilities in yielding an accurate report & do not have the flexibility that allow us to properly analyze your activities.

Do you file extensions?

We certainly can, we'll just need your prior year return and authorization to do so.

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