CRYPTOCURRENCY WORK:
- For Cryptocurrency work, I’m teamed up with a lawyer, Alex Kugelman (alex@kugelmanlaw.com). For assistance, please contact him.
Tax Preparation Assistance. You’ll get:
- I process your raw exchange and wallet files into tax data with which any tax professional can file a tax return (we format it for a tax preparer).
- A full report showing which cryptos performed the best for you, year by year.
- An ‘ending-balance’ ledger that shows your position on each crypto at the end of the year, including the date bought and the basis. You can use this as a guide for future trades.
- A letter, on my letterhead, addressed to any future auditor. The letter explains the full process, the methodology, and the finished product.
Audit Representation. You’ll get:
- A lawyer (Alex Kugelman) and his accountant (me).
- We render your cryptocurrency activity into an audit-formatted register that can be cross-referenced to match 1099-Ks, match exchange transaction exports, and match wallet activity ledgers.
Experience.
Mr. Kugelman and I work with ordinary crypto enthusiasts, high-volume traders, founders of cryptocurrency companies, cryptocurrency foundations, as well as cryptocurrency service companies. We’re involved with every aspect of this field, and we’re good at it. We invented our own process, designed our own software, and have lots of audit experience.