Bring your financial life into one tax picture
Income, investments, company stakes, digital assets. We bring the records, filings, and planning into one picture.
For founders, early employees, traders, validators, and families with digital assets, in the US and abroad.
A relationship that looks beyond the return
Build the engagement around what you need, from a single defined scope to ongoing planning.
Crypto tax reporting
We connect your exchange, wallet, investment, and income records, and find missing history before filing.
Personal tax returns
Federal and state returns prepared for your circumstances, with any disclosures, cleanup, or crypto reconciliation identified up front.
Quarterly tax planning
Talk through business interests, token compensation, and liquidity before they reach your return.
Pre-liquidity planning
Plan the tax outcome while the terms are still open, before a sale, a vest, or a distribution lands.
Trusts and estates
Changes in assets or ownership across the family, with the tax work built around them.
Residency planning
Where you live and where you earn, worked through before a move changes the return.
Crypto tax reporting
We connect your exchange, wallet, investment, and income records, and find missing history before filing.
Personal tax returns
Federal and state returns prepared for your circumstances, with any disclosures, cleanup, or crypto reconciliation identified up front.
Quarterly tax planning
Talk through business interests, token compensation, and liquidity before they reach your return.
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.