Plan the tax and accounting before the transaction
Bring us in while the terms are still open. Records, reporting, and the tax outcome are easier to shape before close.
Three kinds of events, one way of working
Define the question before defining the project. Tax and accounting sit alongside your legal and investment advice, not in place of it.
Funding and liquidity
The tax questions, records, and reporting that come with a round or an exit, including where your interests and the company's meet.
Token launches
Structure, foundation and devco relationships, treasury accounting, and the tax position of the token itself, worked through before the generation event and reported correctly after it.
New and additional entities
Entity setups and reorganizations, with the tax treatment settled before the paperwork is.
Acquisitions and sales
Readiness, records, and the tax outcome, planned alongside the deal rather than after it.
Team and contributor compensation
Token arrangements for the team and contributors, and the reporting that follows in the year after.
Offshore and cross-border
Cayman, BVI, Panama, and UAE entities under a US parent; founders abroad with US obligations; treaty positions; and the foreign reporting that follows (5471, 8858, FBAR, PFIC), scoped before the entity is formed.
Funding and liquidity
The tax questions, records, and reporting that come with a round or an exit, including where your interests and the company's meet.
Token launches
Structure, foundation and devco relationships, treasury accounting, and the tax position of the token itself, worked through before the generation event and reported correctly after it.
New and additional entities
Entity setups and reorganizations, with the tax treatment settled before the paperwork is.
How an engagement works
Four steps from the first conversation to an agreed scope, with the fee stated before work begins.
Start with the Situation
What you need, what has changed, what is coming up.
Understand the Records
What exists, and where a closer look is needed.
Agree on the Engagement
Deliverables, fee, responsibilities, and next steps, in writing.
Begin the Work
Portal access, cadence, and the first deliverable date, set on day one.