Crypto Services for Investors

Hello Clients, Colleagues, and Friends:

I hope this busy season finds you doing well. It seems that the topic of Crypto pops up repeatedly in conversation these days, and with the IRS closely monitoring current and past Crypto holdings and transactions, it is more important than ever to know what you need to report. As always, our mission is to support you with all of your tax, planning, and financial needs.

I am excited to announce the launch of our Tax Services for Crypto Investors

If you have questions or need guidance, we invite you to contact our experienced tax and legal experts to schedule a complimentary consultation. I invite you to listen to my most recent podcast, which has great information about Crypto and reporting.

Click here to listen or find us on all of the major podcast platforms.