Expert Tax Consultation

Whether you’re navigating the complexities of cryptocurrency taxes or seeking clarity on general tax matters, our experienced CPAs are here to help.

Book Your Consultation

Choose the consultation that fits your needs and book your session today!

Crypto Tax Consultation

$280 for 30 minutes w/ Sharon Yip, CPA, Co-founder & CEO

This is your opportunity to gain clarity from one of the industry’s leading crypto tax experts. If you have a complex question, an unusual transaction history, or a scenario not easily answered online, this consultation is designed to provide direct, professional insight.

During your session, we’ll:

  • Discuss the specific details of your crypto activity or tax concern
  • Clarify how current IRS guidance applies to your situation
  • Outline potential next steps to stay compliant and optimize your position

You’ll walk away with expert guidance and peace of mind knowing how to move forward with confidence.

The call is for a one-time or as-needed consultation for people who are not our regular clients. Please ensure that you complete the intake form and provide as much information as possible to help us utilize our time on the call effectively. We cannot do any research for you before the call though.

General Tax Consultation

$280 for 30 minutes w/ Phil Gaudiano, CPA, Co-founder & CFO

Address your personal or business tax questions with a comprehensive consultation designed to provide clarity and confidence.

  • Resolve questions about deductions, credits, and filings.
  • Plan for personal or small business tax obligations.
  • Get guidance on tax-saving strategies and compliance.
  • Receive tailored advice for your unique tax situation.

The call is for a one-time or as-needed consultation for people who are not our regular clients. Please ensure that you complete the intake form and provide as much information as possible to help us utilize our time on the call effectively. We cannot do any research for you before the call though.

Strategy Call

$75 for 15 minutes w/ Sharon Yip, CPA, Co-founder & CEO

Every great tax strategy begins with a conversation. In just 15 minutes, you’ll have the chance to connect directly with a senior CPA, share your goals, and get clarity on whether our approach is the right fit for you.

This strategy call is designed to:

  • Give you space to outline your situation and priorities
  • Answer high-level questions about our services and process
  • Identify whether a deeper strategy session makes sense
  • Provide confidence that your concerns are heard and understood

We respect your time and privacy. Think of this as a low-commitment, high-value step toward building the financial clarity and confidence you deserve.

*Fee applied toward service plan if you sign up within 30 days of this call taking place.