Gordon Tax prepares the crypto tax report, Form 8949 detail, and income summary your firm needs to file, under your name or ours. You keep the client. We do the reconciliation.
Every disposal with date, proceeds, basis, and adjustment codes, in the format your software imports.
Staking, rewards, airdrops, and mining valued at receipt, split by type.
What was matched, what was assumed, and why, so you can answer questions without calling us.
Deliver under your firm's name, or refer the client to us and we handle the crypto directly. Your choice per client.
We are available to walk through the report with whoever signs the return.
1. Send us the client. An intro email is enough; we handle the engagement letter.
2. We collect the data. Exchange exports, wallet addresses, and prior reports go into our portal, not your inbox.
3. We reconcile and deliver. Timing depends on the volume of activity and how complete the data is; we give a date with the estimate, and March is our busiest month.
4. You file. Import the 8949 detail, attach the summary, done.
We estimate after we see the activity and bill hourly against a deposit. Ask us about arrangements for firms that refer clients regularly.
No. Your firm signs. We provide the report and the support behind it.
Only with your permission. Most partner engagements run entirely through the referring firm.
We reconstruct the history and prepare the crypto side for each year.
Yes. Most reports we review mislabel transfers as sales or lose basis across platforms. We rebuild from source data and document the differences.
Hourly billing, estimated up front, with a deposit applied to the work.
Fill this out and we will reach out to schedule your consultation.