Keep the source.
Retain the original records behind a correction or reporting question.
About Nancy
Nancy Landry, CPA.
Start with the facts.
Tax consultations and tax return preparation for U.S. individual crypto investors.
Certified Public Accountant
A clear question.
A considered next step.
Crypto activity connects tax questions with transaction records. Both deserve a careful review.
Discuss your situationNancy Landry, CPA, offers tax consultations and tax return preparation for U.S. crypto investors. The first discussion identifies your question, the relevant tax year, and the records involved before a scope of work is agreed.
Your activity may be spread across exchanges, personal wallets, and broker statements. The work starts by understanding what each source covers and which facts still need supporting information.
A consultation considers a defined question. Return preparation applies the relevant information within the agreed engagement. Records review and reconciliation can support those services or have their own defined scope.
The approachKeep the evidence. Explain the work. Make uncertainty visible.
The scope, fee, timing, return coverage, and filing arrangements are discussed before work begins. An initial email or Telegram message needs only a short overview; detailed financial documents are shared through an agreed method.
Three working principles
Explain the change.
Document the adjustment and the evidence supporting it.
Name the gap.
Leave unsupported values visible until the relevant evidence and treatment have been reviewed.
Your next step
Start with your
crypto tax question.
Tell Nancy about the year, the platforms, and the issue. The scope, fee, and timing are agreed before work begins.