Tax and Audit Solutions

This service delivers coordinated tax strategy for individuals and businesses navigating complex income, investments, and reporting obligations. It focuses on aligning tax positions with broader financial activity, regulatory requirements, and long-term planning considerations.

Benefits:

• Strategic alignment of personal and business tax positions

• Proactive identification of compliance and exposure risks

• Coordination across income, investments, and entities

• Improved clarity for current and future tax years

This service reconstructs complete trade and transaction history across crypto exchanges, wallets, and options platforms where records are fragmented or incomplete. It is essential for accurate reporting, audit readiness, and informed tax decision-making.


Benefits:

• Consolidation of transaction data across multiple platforms

• Accurate cost basis and holding period reconstruction

• Identification and correction of reporting inconsistencies

• Audit-ready documentation supporting compliant filings
  
   

Options trading and portfolio structuring support clients with active or historical trading activity who require disciplined organization and documentation. This service aligns trading activity with tax reporting, risk awareness, and portfolio clarity.

 

Benefits:

• Structured review of options and trading activity

• Improved alignment between trading strategy and tax reporting

• Clear documentation for complex or high-volume trades

• Reduced risk of misclassification or reporting errors​

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Wealth system design focuses on creating organized, repeatable frameworks that connect tax strategy, investment activity, and long-term planning. This service supports clients seeking clarity and coordination across multiple financial components.
 

Benefits:

• Integrated view of tax, investments, and planning

• Structured frameworks to support informed decision-making

• Improved visibility across complex financial activity

• Long-term alignment between strategy and execution

The Digital Asset Tax Shield provides comprehensive support for clients facing crypto tax exposure, prior-year reporting gaps, or audit and notice activity. This service combines forensic reconstruction with structured filings, amendments, and professional representation​.

Benefits:

• Forensic reconstruction of digital asset activity

• Coordination of compliant filings and amended returns

• IRS and state notice and audit defense support

• Ongoing documentation controls to reduce future risk

This service evaluates and aligns business structures to support tax efficiency, compliance, and operational clarity. It is designed for entrepreneurs and business owners with evolving income, investments, or trading activity.

Benefits:

• Review and optimization of entity structure

• Alignment between business activity and tax strategy

• Improved reporting clarity across entities

• Support for long-term operational scalability

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