Resources

Securely upload documents, message our team, and track your return through every step of the process. Log in or create your account to get started.

Book time directly on our calendar for a virtual consultation — whether you're a new client getting started or need to discuss an existing matter.

Download our free bookkeeping workbook to track income, expenses, and transactions throughout the year — built to make tax season simpler for individuals and small businesses.

We're building a crypto tax gains calculator to help you estimate gains and losses across trades, staking, and on-chain activity, with Form 8949-ready output. Check back soon, or contact us directly for help with your calculations in the meantime.

We do not publish client results or testimonials. Our background is on the enforcement side, which means the verifiable record of our work is the IRS guidance itself. Our founder authored and contributed to key provisions of the Internal Revenue Manual, shaping national policy on digital asset and offshore compliance. The following are publicly available on irs.gov:

Concept Unit, FATCA International Practice Unit. IRM 4.26.17, FBAR Procedures. IRM 4.63, Withholding and International Individual Compliance.