Services
Form 8949 Schedule D
- Preparation and Review of Forms 8949 and Schedule D
- Exchange API, CSV Importation and Wallet Auto-Sync
- Free Portfolio Tracking and Professional Review
- Unlimited Exchanges, Wallets, DeFi or NFTs
- Unlimited Error Reconciliation, Revisions
- Ordinary Income and Capital Gains Reports
- Audit Trail for Specific Identification of Tax Lots
- Annual Tax Loss Harvesting Review
Tax Preparation using 3rd Party Data Collection
- One Hour Initial Onboarding Consultation
- Preparation of Forms 1040
- Review of 3rd Party Prepared Forms 8949, Schedule D
- Preparation of State and Local Tax Forms
- Annual Tax Loss Harvesting Review
- Basis Analysis
- Staking, Lending, Derivatives, Margin
- Not including any unrelated Schedules
Full Service Tax Preparation w/ API Data Collection
- One Hour Initial Onboarding Consultation
- Preparation of Forms 1040
- Preparation of Forms 8949 and Schedule D
- Preparation of State and Local Tax Forms
- Exchange API, CSV Importation and Wallet Auto-Sync
- Free Portfolio Tracking and Professional Review
- Unlimited Exchanges, Wallets, DeFi or NFTs
- Unlimited Error Reconciliation, Revisions
- Ordinary Income and Capital Gains Reports
- Audit Trail for Specific Identification of Tax Lots
- Annual Tax Loss Harvesting Review
- Basis Analysis
- Staking, Lending, Derivatives, Margin
- Not including any unrelated Schedules