Crypto Investors & Traders
Tax Strategies for Crypto Investors & Traders
FROM HODLING AND DEFI TO NFTS AND TRADING STRATEGIES, WE HELP YOU NAVIGATE COMPLEX CRYPTO TAX RULES, MAXIMIZE DEDUCTIONS, AND TRADE WITH CONFIDENCE AND COMPLIANCE.
Getting Started Right
We help you establish proper record-keeping systems, understand taxable events, and implement tax-efficient trading strategies from day one. We review your transaction history and identify reporting gaps your previous tax preparer may have missed, ensuring full compliance while maximizing legitimate deductions.
Scaling Your Portfolio
As your crypto activities expand across multiple exchanges, DeFi protocols, and tax complexity grows exponentially. We guide you through advanced strategies like tax-loss harvesting, like-kind exchange transitions, trader tax status elections, business entity structuring, and strategic timing of transactions. Our goal is to help you keep more capital working for you in the markets.
Managing Complexity
With diversified crypto portfolios comes sophisticated tax planning needs. We streamline your reporting across multiple platforms, monitor wash sale rules, advise on staking and yield farming tax implications, and implement strategies that optimize your overall tax position. Through strategic oversight, we help you stay focused while maximizing tax efficiency.
Protecting & Growing Wealth
When you’re building long-term crypto wealth and business integration, we align your tax strategy with your broader financial goals, ensuring your digital assets work efficiently.
Who We Help
HODLers, day traders, DeFi users, NFT collectors, miners, and business owners accepting crypto. It’s not about your portfolio size. It’s about the clarity of your strategy and where you’re headed in the digital asset space.
Investment Integration
Coordinate crypto strategies with broader life plans.
Our Services
- Crypto Tax Advisory & Planning
- Crypto Tax Preparation & Reporting
- Transaction Analysis & Cost Basis
- Audit Defense & Tax Resolution
Case Study
Sarah traded across 8 exchanges and DeFi platforms, generating $340K in crypto gains but facing a 37% tax rate with poor record-keeping creating audit risk.
Our Strategy:
- Implemented professional crypto tax software with API integrations for accurate tracking
- Established trader tax status to deduct trading expenses and avoid wash sale limitations
- Structured tax-loss harvesting strategy to offset $95K in gains
- Set up business entity for trading activities, enabling additional deductions
- Optimized timing of DeFi transactions and staking rewards
Results: Reduced effective tax rate from 37% to 22%, saving $51,000 annually. Eliminated audit risk through proper documentation and expanded trading capacity with tax-efficient strategies
Navigate Crypto Taxes with Confidence
From HODLing to NFTs and DeFi trading, we help investors and traders stay compliant, maximize deductions, and make smarter moves with their digital assets.
Ready to Optimize Your Crypto Strategy
Don’t let tax complexity hold you back. Partner with our team to track transactions accurately, implement tax-efficient strategies, and protect your crypto wealth while trading with confidence.
- Missing Transaction Records
- Complex DeFi Tax Reporting
- Unclear Taxable Events
- Poor Cost Basis Tracking
- Inefficient Trading Strategies
- Audit Risk & Exposure
- Cross-Platform Complexity
- Staking & Yield Tax Issues
- Business Integration Planning