Tax Planning and Tax Consulting/Advisory Services

Investors and traders of digital assets may face complications in their efforts to maintain tax compliance, leading to their need for expert tax planning and advisory services that can address their specific situation.

These services often extend beyond the software-driven tax compliance solutions available in the marketplace. Several accounting and law firms have specialty tax practices that integrate tax planning for digital assets within the taxpayer’s comprehensive tax profile. These practices consider such topics as gain/loss planning, investor vs. dealer considerations, income vs. gain planning and other complex and bespoke considerations. These firms may also assist with tax notices, tax audits, voluntary disclosures, litigation, foreign account reporting, amended returns and discussions with tax authorities.

Learn More About These Leading Firms

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Cohen CPA is a leading digital asset audit and tax practice globally. The firm prepares U.S. and state tax returns for investors and provides consulting support. Cohen CPA also provides services 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.

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

The Wolf Group advises various types of digital asset users on opportunities to reduce taxes, simplify information gathering and reporting, and structure operations for tax-efficiency. Miners, investors, dealers and traders come to the Wolf Group with different needs, and the firm provides tax support tailored to their specific situations.

Crypto Tax Advisors provides a range of accounting and tax services for individuals and businesses, focusing on cryptocurrency taxation.

Bitcoin Tax Solutions
Colby Cross