Proactive tax planning that helps legally minimize your taxes.
Customized tax planning for successful cryptocurrency investors and digital business owners.
Taxes are usually the largest yearly expense for most taxpayers. Unfortunately, cryptocurrency investors and digital business owners almost never receive adequate
tax advice or planning from their CPAs on how to reduce their tax bills.
To complicate matters further, many CPAs lack a thorough understanding of cryptocurrency transactions, which is crucial for accurately interpreting the relevant tax code sections for your portfolio.
Unfortunately, this means that many cryptocurrency investors and digital business owners are missing out on significant tax savings—potentially leaving thousands or even millions unclaimed. Each year, we review hundreds of tax returns, and over 90% show errors or missed opportunities that cost taxpayers substantial amounts.
This situation arises largely because most individuals only consult their CPA once a year during tax filing. By then, it’s often too late to make a significant difference!
Your tax return reflects only the previous year’s activities, but to effectively reduce your tax burden, you need to implement specific strategies throughout the entire year—well before tax season. Some strategies may even require planning years in advance.
It's essential to collaborate with a CPA who focuses on your future rather than just reviewing the past year.
That’s why we offer proven Tax Advisory and Ongoing Support plans.
We assist digital asset investors and digital businesses in saving thousands, or even millions, by providing strategic tax planning and proactive advice.
Here's the process goes
Initial Call & Onboarding
At the start of the onboarding process, you'll have a meeting with your tax advisor to go over your business, the planning steps, expectations for the engagement, and the information required to complete it.
Planning Consultations
During our tax planning consultations, your advisor will present relevant tax strategies, explaining them in detail along with the associated tax benefits. You'll gain a clear understanding of how the Tax Code applies to your individual portfolio, business, and personal taxes, and have the opportunity to get all your questions answered.
Tax Report Plan
We offer a customized tax plan report that outlines each recommended strategy for reducing taxes. This plan serves as your personal tax roadmap, including our strategy suggestions, estimated tax savings, relevant tax code sections, and actionable steps for implementation. You can use this report as a continuous reference whenever needed.
Ongoing Support
Your tax advisor is available to assist you as needed throughout the year, offering support as your portfolio and business evolve. We also provide ongoing email support and periodic check-in calls to keep you on track.
Minimized Tax Bill
Our established tax planning process is designed to give you a clear roadmap of the most effective strategies for legally reducing your taxes and safeguarding your assets, tailored to your current situation and future objectives. We aim to ensure you don't miss out on any significant tax-saving opportunities. On average, our clients recover the cost of their tax plan within 1 to 2 years.
If you’re ready to dive into the
future, start today.
