Clear scope.
Agreed fees.
Every engagement is fixed-fee and scoped in writing before work begins. The figures below are where routine engagements start.
Fees
Reconciliation
Exchange, wallet, chain, and DeFi activity reconciled from raw data to a gain and loss report your return can be built on.
FROM
$2,500/ TAX YEAR
INCLUDED
- End-to-end reconciliation
- Data import and cleanup
- A gain and loss report
- A review call
- An 8949-ready export
WHAT MOVES THE FEE
Exchanges, wallets, chains, transaction count, DeFi and NFT activity.
Personal tax
Requires reconciled crypto data (Diagnostic or Reconciliation above, or your own reconciled export).
FROM
$1,000/ YEAR
INCLUDED
- Form 1040 with Schedule D and Form 8949
- Investment, real estate, and K-1 reporting
- Reporting of reconciled crypto activity
- Questions answered by your preparer
- Not included: No planning or advisory; international forms priced per form
Personal tax strategic
Multiple income streams, international exposure, and planning needs that change through the year. International forms (FBAR, 8938, 5471, 3520, PFIC statements) priced per form.
FROM
$4,000/ YEAR · BILLED QUARTERLY
INCLUDED
- Everything in Personal tax
- A named senior advisor
- Mid-year and year-end planning sessions
- Quarterly estimates and priority access
Advisory and tax planning
Pre-liquidity planning, personal entity structuring, residency planning, and trust and estate tax planning alongside your attorney. Focused advisory and structure reviews are scoped.
PRICED PER ENGAGEMENT
Scoped
ENGAGEMENTS
- Personal entity structuring
- Pre-liquidity planning
- Trust and estate tax planning alongside your attorney
- Focused advisory: one question, one memo, one meeting
- Residency planning
We read your existing data and tell you what is missing, what is wrong, and what the cleanup needs.
INCLUDED
- Full records review
- Written findings and a call
- Credited toward Reconciliation if you proceed within 60 days