Services
Digital Wallet Tax
Advanced Tax Strategies. Fully Compliant.
Digital assets
Pricing depends on transaction count and how many years are open.
Start here
Wallet review
Fixed fee. We trace every wallet and chain and tell you how much cost we can support. Written summary either way.
Behind
Catch-up and reconstruction
Several years, no records. We rebuild what everything was worth at the time, and it usually lowers the bill.
Yearly
Reporting and returns
Form 8949 and Schedule D from reconciled data, income in the right year, and the return itself.
Ongoing
Quarterly reconciliation
A quarter is an afternoon. A year is a project. It also stops April being a surprise.
Review
Second opinion
We check what your software decided about deposits, fee timing, and any cost it invented or left out.
The rest of the firm
Most clients arrive with a crypto problem and stay for everything else.
Advisory
Tax advisory
Year round guidance on decisions before you make them, rather than a post mortem every April.
Planning
Tax planning
Entity structure, timing, retirement and compensation, built to lower next year rather than report last year.
Resolution
Tax resolution
Back returns, notices, liens and payment plans. We deal with the IRS so you stop opening those envelopes alone.
Monthly
Bookkeeping
Books kept current all year, so the return is a formality and you always know where you stand.
Growth
Business consulting
Pricing, margins, cash flow and the numbers behind the decisions owners actually lose sleep over.
The endgame
Exit planning
Getting a business ready to sell, years ahead of the sale, so the outcome is not decided by whoever shows up first.
Protection
Life insurance
Coverage and tax advantaged strategies, coordinated with the rest of the plan instead of sold in isolation.