What to expect

Crypto tax reporting starts with good data.

We take your complex transaction histories and transform them into accurate, compliant crypto tax reports. Through detailed review and reconciliation, we make sure your records are complete, your reporting is correct and you only pay the tax you owe.

  1. Step 1

    Free Discovery Call

    A no-obligation chat to understand your crypto activity, discuss your circumstances and identify how we can help.

  2. Step 2

    Client Onboarding

    When you're ready, we guide you through a simple onboarding process, gather what we need and outline the next steps.

  3. Step 3

    Data Collection & Analysis

    We collect and analyse your transaction data across exchanges, wallets and blockchains to build a complete picture.

  4. Step 4

    Transaction Reconciliation

    We organise your transaction history, resolve discrepancies and fix missing or incorrect data for accurate reporting.

  5. Step 5

    Tax Review & Planning

    We apply the relevant tax rules and identify available reliefs, losses and planning opportunities in line with HMRC guidance.

  6. Step 6

    Quality Control & Verification

    Before any report is issued, internal quality checks catch discrepancies and confirm the accuracy of the final calculations.

  7. Step 7

    Report Delivery & Support

    You receive your completed crypto tax report, a clear summary of the results and everything you need for your tax return and future record-keeping.

  8. Ready to start?

    Step 1 is free and there's no obligation.

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