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Preferred Tax Partner for the Summ Community
Darien Advisors is a preferred tax advisory partner for Summ, providing high-touch, onchain-native tax advisory to investors, founders, and operators navigating real financial complexity. Our role is selective and intentional. We support sophisticated portfolios, liquidity events, and long-term tax strategy shaped by onchain activity, not mass-market filings. This work is deliberate, detail-driven, and built for clients who require precision, judgment, and accountability at every stage of the process.
- Deep onchain literacy: Vaults, staking, yield strategies, protocol unlocks, and emissions. We speak the language without hand-holding.
- Strategic tax planning: Liquidity events, charitable strategies, DeFi transaction treatment, and longer-term retirement and wealth planning.
- Independent account review: If your data is already reconciled, we perform a CPA-level review to identify gaps, errors, or overlooked activity.
- Transparent pricing: Straightforward filings begin at $750, with customized pricing for more complex structures or advisory scope.
Tax Services Built for Summ Users
Preferred pricing for Summ users. We support the full scope of personal tax needs, from W-2s and 1099s to investment activity, real estate, charitable strategies, self-employment, and crypto reporting. One integrated team, end-to-end coverage, and execution that holds up under scrutiny. If your situation extends into startups or other business ventures, we can scope that separately.
Individual tax filing using your Summ-generated reports. You provide W-2s, 1099s, K-1s, and relevant investment or real estate documentation. We review everything, prepare the return, and handle filing.
Full filing plus a detailed review of your Summ account data. We validate the export, identify missing or misclassified activity, and outline any recommended adjustments before filing.
Tax advisory and planning beyond standard review and filing. Designed for those navigating major tax events, timing decisions, or meaningful changes in income, assets, or structure.
* Fixed fees include applicable third-party service costs. Bookkeeping, financial statement preparation, business filings, and entity structuring are scoped separately.
Get Your Tax QuotePreferred Partner for Summ Members
What sets us apart
Most firms check a box. Our job is to help high-volume traders, founders, and investors make better tax decisions. If you operate in fast markets, you need more than compliance. You need a partner who speaks onchain, covers your full traditional picture, and helps you see around corners.
Get Your Tax QuoteReal time collaboration
Most clients coordinate by email and portal comments for clean, trackable threads. Advisory clients can also work in Slack, Discord, or Telegram for more instant comms.
Onchain native, tradfi fluent
Onchain is our home base. We handle DeFi events, token unlocks, staking, and trading, then round out the rest of your return with brokerage accounts, K-1s, real estate, small business and charitable gifting.
Positioning, not just filing
We review the nature of your transactions, gains and losses, plan liquidity events, and strategic guidance so your return reflects deliberate choices, not after the fact cleanup.
How It Works
Book Your Consultation
A 20-minute strategy call to understand your tax situation, crypto activity, and filing needs — so we can scope your engagement with precision.
Lock in Summ Pricing
Simply click below to book your consultation and secure preferred Summ partner rates with a streamlined data process.
Onboard & Execute
We connect to your Summ account, pull all transaction data, and begin the review and filing.