How To Get Started With Our Crypto Tax Services
1. Schedule and Attend an Initial Inquiry Call
Please schedule a free initial inquiry call with our team to discuss your crypto tax needs. During this call, we’ll gather information about your situation and determine how we can best assist you. Use the link below to schedule the call:
For prospective individual client
2. Choose a Service Plan
Based on your needs, we’ll present different service options. You’ll select the plan that best aligns with your tax requirements and goals.
3. Receive a Proposal
Once you decide to move forward with signing up for our service(s), we’ll prepare and send you a detailed proposal outlining the scope of work and pricing etc.
4. Review and Accept the Proposal
Review the proposal and make sure you understand everything in it. If everything looks good to you, simply accept the proposal and pay the initial fee to start the engagement with us.
5. Project Setup and Onboarding
After you accept the proposal, we’ll set up your project in our system. You’ll receive detailed instructions on how to get started, including submitting necessary documents and key next steps.