Our Process

We offer transparency every step of the way

Since our firm began, we have been on a mission to ensure that our clients come first ensuring their compliance obligations are up to date and and guiding them through our process.

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Our Proven Process for Stress-Free Cryptocurrency Tax Preparation

Let us handle the complexities of cryptocurrency tax, so you can focus on your investments.

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Personalised Consultation

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We begin with a complimentary consultation to understand your unique financial situation and circumstances, taxation goals and obligations, and cryptocurrency activity. This conversation helps us tailor our services to your specific needs.

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Free Quote

Based on the information gathered during the consultation, we'll provide a clear and detailed fee quote, ensuring there are no surprises later on.

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Secure Information Upload

Our secure, user-friendly online portal allows you to safely and easily upload your transaction history and relevant documents with guidance on how to retrieve your history for each exchange and wallet.

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Detailed Support

We're here for you every step of the way. You'll have access to phone, chat and video consultations to discuss your uploaded information, address any questions, and clarify your tax situation.

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Expert Preparation

Our experienced cryptocurrency tax accountants will meticulously prepare your tax return, ensuring accuracy and compliance with Australian tax laws. We'll proactively reach out if any questions arise during this process. All of our accountants are crypto investors themselves who trade and yield farm on a daily basis so we talk the same language.

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Comprehensive Review

A senior director reviews every return for quality assurance and identifies potential opportunities for tax optimisation.

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Clear Explanation and Guidance

We'll schedule a meeting to thoroughly explain your tax return, answer any questions, and offer personalised advice for future tax planning.

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Efficient Tax Lodgement

Once you're fully satisfied, we'll electronically lodge your tax return with the Australian Taxation Office.

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Flexible Crypto-Only Reporting

If you prefer, we offer standalone cryptocurrency tax reports. You can then choose to have your regular accountant incorporate this into your broader tax return, or you can complete the rest yourself.