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 ...
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Active crypto traders
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Multi-wallet investors
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DeFi, staking, NFT participants
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Business owners accepting crypto
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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.