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.
Perfect for high-volume or high-net-worth investors seeking comprehensive reconciliation, quarterly planning, and IRS representation coverage for peace of mind.
Ideal for active investors with more complex transactions who want semi-annual check-ins and proactive tax planning support.
Best for crypto investors who primarily need accurate reconciliation and compliant tax filing, with straightforward tax situations and annual tax guidance.
We provide fully integrated services for individual crypto investors — combining wallet-by-wallet reconciliation, accurate crypto tax reporting, and proactive tax planning. Our bundled service plans ensure you stay compliant, minimize risks, and optimize your tax outcomes.
Crypto Reconciliations
Monthly
Quarterly
Annual
Tax Snapshots
Monthly
Quarterly
Annual
Comprehensive Tax Filing & Compliance
Customized Quarterly Estimated Tax Calculation
Form 1099-DA compliance support
Digital Records Folder
Proactive Tax Planning/Strategies Zoom Session
Quarterly
Semi-Annual
Annual
Year-round Tax Advisory Access
Unlimited
Monthly Email + 4 Zoom Calls
One email per month
Tax-Loss Harvesting Review & Guidance
Crypto Wallet Consolidation & Cold Storage Guidance
IRS/State Representation & Audit Defense
8 hours incl. audit rep
2 Hours
Comprehensive Annual Proactive Tax Planning Report
Crypto Portfolio Annual Risk Assessment
Each service plan is for services on an annual basis. Any multi-year crypto reconciliation or tax return preparation for multiple years or multiple states will most likely cost more than the starting price.
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.