Tax Planning and Tax Consulting/Advisory Services

Some accounting and law firms have specialty practices for tax planning of digital assets. These practices consider such topics as gain/loss planning, investor vs. dealer considerations, income vs. gain planning and other bespoke considerations. These firms also often assist with tax notices, audits, litigation, foreign account reporting, and amended returns.

Azran Financial

Azran Financial provides digital asset accounting, auditing, tax planning and compliance, due diligence, and consulting. The firm has deep expertise with SAFTs and security tokens. Azran prepares federal and state income tax returns and provides coordination with international tax reporting.

Bitcoin Tax Solutions

Cross Law Group provides tax services to crypto investors in the United States and abroad.

Cohen & Co

Cohen & Co is a leading global digital asset audit and tax practice. The firm prepares U.S. federal and state tax returns for investors and provides consulting support to businesses in the digital assets ecosystem, including stablecoin attest services, SOC reports for custodians, CFO operational and risk assessments, and tax compliance for advisors, digital asset funds and exchanges.

Colby Cross

Colby Cross serves individuals and small business owners by managing their finances and their U.S. tax obligations.

Other Tax Planning and Tax Consulting/Advisory Services for Digital Assets