Services
Choose a tax consultation, return preparation, or records review around the issue you need to resolve.
Review the records behind your crypto activity and prepare the tax return agreed in your engagement.
Get a defined discussion of a tax question, the facts behind it, and the next steps your situation needs.
Investigate missing history, duplicate imports, and transfer mismatches as an agreed records scope.
The engagement confirms the return, tax year, jurisdictions, deliverables, fee, timing, and filing arrangements.
Records behind the return
Map the sources and identify missing history, incomplete imports, and questions that need evidence.
Compare original records and document corrections without hiding unsupported values.
Keep the source records and unresolved questions with the agreed consultation, preparation work, or reporting handoff.
Start with a consultation if you have a specific tax question. Discuss preparation if you want an agreed return prepared. Records review can address transaction history issues within its own scope.
No. Nancy first discusses fit, documents, scope, fee, and timing. Work and filing arrangements require an agreement.
Start with an overview. Agree how to share exports and documents; do not send seed phrases, private keys, or passwords.
Your next step
Tell Nancy about the year, the platforms, and the issue. The scope, fee, and timing are agreed before work begins.