By the time the return is prepared, the choices are gone. Crypto tax planning happens in the fall, while you can still harvest losses, time gains, and choose lots.
Focused on crypto tax since
Crypto tax reports prepared
Exchanges, wallets, DeFi, and NFTs reconciled
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We project your year, model the options, and give you a short list of moves with the tax effect of each.
Book a planning session in the fall
Share holdings and year-to-date activity
Receive a written plan with options and numbers
Execute with us or on your own
Your return is prepared by the Gordon Tax team in Skokie, Illinois. Gordon Tax, LLC was founded by Andrew Gordon, a tax attorney and CPA, and has focused on crypto tax since 2014.
Ideally between September and early December, while there is still time to act before December 31.
No. Planning pays for itself whenever there are unrealized losses to harvest or income that can be timed.
Yes. Planning clients usually have us prepare the return so the plan carries through.
Hourly billing, estimated up front, with a deposit applied to the work.
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