Retirement Planning
Retirement planning isn’t only about building wealth. It’s about converting your digital gains into lasting financial freedom and ensuring your crypto legacy supports the life you envision.
Retirement planning isn’t only about building wealth. It’s about converting your digital gains into lasting financial freedom and ensuring your crypto legacy supports the life you envision.
We design strategies that reduce estate and gift taxes, simplify transitions, and safeguard complex assets like businesses or crypto holdings. With our guidance, you’ll gain peace of mind knowing that more of what you’ve built will stay with the people and causes that matter most.
Without a plan, taxes and legal complexities can erode what you’ve worked so hard to build. From federal estate taxes to state inheritance rules, the system isn’t designed to make things easy for families.
Add in digital assets, multi-state residency, or international ties, and the risks multiply. Proactive planning not only minimizes tax exposure but also helps prevent disputes, delays, and stress for loved ones.
Retirement planning doesn’t need to feel overwhelming. We make the process clear and centered on your goals.
Our Plans
Whether you need basic coordination or advanced, ongoing strategies, we’ll match the right plan to your situation. Higher tiers include quarterly strategy calls, comprehensive tax planning, and audit-ready documentation, ensuring your retirement plan stays aligned with your goals across every stage of life.
Full multi-year cleanup and accurate crypto records for all years.
One-time TY2025 Engagement
2025 Federal & State Tax Return Preparation
Crypto Diagnostic Review (2025 only)
2025 Transaction Review & Corrections (major issues only)
Multi-Year Cleanup (Pre-2025)
Wallet-by-Wallet Transition (Rev. Proc. 2024-28)
1099-DA Matching/Review
Filing-Ready Crypto Tax Reports for 2025
Filing-Ready Crypto Tax Reports for All Years
Coordination Between Crypto & Tax Filing
Correct Crypto Tax Return Filing for 2025
Pricing starts with a base estimate and is confirmed after reviewing your records. As additional information becomes available or complexity arises, any scope or fee adjustments will be clearly communicated and approved before proceeding.
Additional fees may apply based on complexity, including:
The 2025 Form 1099-DA reports gross proceeds only, not cost basis. Accurate reporting requires wallet-level reconciliation and expert review.
Without proper reconciliation:
Not every client is a fit for every firm—and that’s a good thing. See how we ensure each engagement is built on the right alignment of goals, values, and expectations.
Our FAQ page is designed to give you straightforward answers to the most common questions about our services, process, and approach. Click below to find guidance here to help you understand how we work—and how we can support your goals with proactive, intelligent tax strategy.
Below is a quick-reference glossary explaining what each service item includes, so clients clearly understand the value provided in each plan.
Enter your email to reveal your tax savings and get the Crypto Tax-Loss Harvesting Opportunity Finder PDF.