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Private Crypto Tax Advisory Session

A focused 30-minute strategic review of digital asset exposure, compliance risk, and forward planning.

Who is this call for ...

  • Active crypto traders

  • Multi-wallet investors

  • DeFi, staking, NFT participants

  • Business owners accepting crypto

  • Investors preparing for tax season

What We’ll Cover On This Call

• Initial review of your crypto activity & complexity​

• Identification of tax risk areas
• Strategy recommendations for your situation
• Clear next steps (filing, cleanup, planning)

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Strategy + Service Alignment 

• Full analysis of your crypto activity (Gains / Losses, Income

and Expenses etc.)
• Strategic planning recommendations
• Placement into the appropriate service tier
• Clear scope, timeline, and pricing

Secure Your Advisory Session

This private session is reserved for serious investors and business owners seeking professional-level tax strategy.

Investment

$500– Private Strategic Advisory Session

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The full advisory fee is applied toward engagement should we proceed.

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Advisory sessions are led by Samuel Pecyna, CPA, specializing in digital asset accounting  and tax optimization.

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