Tax Returns & Compliance

Tax returns done for you

Why outsource? It's simple, read our 3 mantras below.

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#1 "Never automate what you can eliminate and never delegate what you can automate"

Tim Ferris
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#2 "The system runs the business and the people run the system"

Michael E. Gerber 
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#3 "If you need a machine and don’t buy it, you will ultimately find that you’ve paid for it and don’t have it"

Henry Ford
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The 4 Tax Compliance Value Propositions

  1. We do it for you so you can focus on your life and business. 
  2. We implement and follow IRS required security compliance standards.
  3. We take client confidentiality seriously. 
  4. You get peace of mind knowing your tax compliance is handled. 

Individual Crypto Tax Returns 

Current year or prior year tax preparation

$997 Retainer

($997 minimum fee)

  • Federal and state tax returns
  • Tax software fee
  • eFiled returns
  • Annual crypto tax calculation
  • Form 8949 attachment
  • Set up and populate crypto tax software
  • Schedule C (self-employed business) and single-member LLCs
  • Estimated tax calculations
  • All other forms and scheduled as required
  • DISCOUNT available for multiple years or existing clients
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Individual AMENDED Crypto Tax Returns

Amended returns for current or prior years

$997 Retainer

($997 minimum fee)

  • Federal and state tax returns
  • Tax software fee
  • eFiled returns (paper when required)
  • Crypto tax calculation and analysis
  • Form 8949 attachment
  • Set up and populate crypto tax software
  • Schedule C (self-employed business) and single-member LLCs
  • Estimated tax calculations
  • Analysis of impact on subsequent years
  • All other forms and scheduled as required
  • DISCOUNT available for multiple years or existing clients
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Business Crypto Tax Returns   

Pass-through entities:

S-Corps and Partnerships

Current year or prior year tax preparation

$2,997 Retainer

($2,997 minimum fee)

  • Federal and state tax returns
  • Tax software fee
  • eFiled returns (paper returns when required)
  • Crypto tax calculation and analysis
  • Form 8949 attachment
  • Set up and populate crypto tax software
  • All other forms and scheduled as required
  • DISCOUNT available for multiple years or existing clients
BUY NOW

Crypto Tax Software Calculations 

Advice & assistance with reconciliation and troubleshooting

$997 Retainer

($997 minimum fee)

  • Choose tax software or work with your existing software
  • Troubleshoot negative balances
  • Reconcile calculated balances to actual 
  • Set up and populate transactions in crypto tax software
  • Obscure wallets and exchanges 
  • Transaction data formatting for manual importing
  • Annual crypto tax calculation
  • Form 8949 attachment
BUY NOW
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