Your taxes got complicated. We prepare the returns, keep the books, and untangle the crypto.
- A crypto software report they do not trust
- A 1099-DA that does not match what they paid
- Several years of returns that never got filed
- A business paying self-employment tax on everything
- A move abroad and a US return still due
Pick the situation that sounds like yours
Crypto investors and businesses
Returns, multi-year catch-up, 1099-DA reconciliation, and books for anyone whose crypto activity outgrew the software.
- Crypto tax returns
- Multi-year catch-up
- 1099-DA reconciliation
- Reports for your CPA
Individuals
Complex personal returns: side businesses, investments, real estate, equity compensation, years abroad, years unfiled.
- Personal tax returns
- Back taxes and unfiled returns
- Expat tax returns
- Equity compensation
Business owners
Returns, bookkeeping, S corp elections, payroll, and sales tax from one team that talks to each other.
- Business tax returns
- Bookkeeping
- S corp election
- Payroll and sales tax
Prepared by people who know what the IRS looks for.
Reviewed before it goes out
You do not start over.
Crypto since 2014
More than 1,500 crypto tax reports, through several bear markets. This is not a new practice area.
Quote first, then a deposit
Every engagement starts with a written estimate and a deposit that is applied to the work.
Skokie, and everywhere
An office you can walk into and a secure portal for clients in all 50 states.
Four steps. No mystery.
Tell us what you have
We scope it in writing
You upload, we prepare
You review, we file
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Guides written for the situations above
Your 1099-DA Shows Zero Cost Basis. Here Is What to Do
If your Form 1099-DA shows $0 or a blank in the cost basis box, the broker is not saying you paid nothing. Here is how to find the basis and report it correctly.
Celsius Phishing Emails: How to Spot the Fakes When Distributions Go Out
Scammers time their emails to Celsius bankruptcy distributions. The five tells that separate real notices from phishing, what to do if you clicked, and why the record matters at tax time.
How to Catch Up on Unfiled Tax Returns (and When to Call a Lawyer First)
The sequence for filing several years of missed returns, what the IRS already knows, how many years to file, and the situations where an attorney should lead.