Collect all relevant exchange API keys or CSV files (instructions below). For wallets, you only need to provide the wallet address.

Access and fill out the Crypto Calculations Questionnaire to provide essential details about your crypto activities.

Please upload the documents you have gathered to your Crypto Files folder in ShareFile for our review.

Collect all necessary tax documents, such as W-2s, 1099s, and other pertinent financial records.

Fill out the Tax Preparation Questionnaire to assist us in preparing your tax return accurately.

Please upload the documents you have gathered to your Tax Files folder in ShareFile for our review.