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Service Offering for Individual Clients

(New or Returning)

Option A

Post-DIY Online Course Professional Help

  • Includes a one-hour Zoom call and up to 3 hours of work
  • Additional time will be billed at $325 per hour
  • Upfront cost: $1,300
  • Progress bill will be issued for every 4 additional hours
  • For people who completed our DIY online course and still need professional assistance
  • No refund for unused hours

Option B

Annual Reconciliation

  • Includes up to 8 hours of work
  • Additional time will be billed at $325 per hour
  • Upfront cost: $2,600
  • Progress bill will be issued for every 4 additional hours
  • There is a $350 one-time new account set up fee ** for new clients. The fee is waived for returning clients
  • No refund for unused hours

Option C

Quarterly Reconciliation

  • Includes a one-hour quarterly zoom call and 3 hours of work each quarter
  • Additional time will be billed at $325 per hour
  • Quarterly auto billing: $1,300
  • Additional time will be billed on a quarterly basis
  • For people who don’t want to wait in line at year end to get their crypto taxes done
  • No refund for unused hours. Unused hours can be credited to the following quarter if the engagement is still open

* If you have not taken our DIY online course, we highly recommend that you sign up here and follow the course to get as many things done as possible on your own. By doing this, you may be able to reconcile everything on your own and not need us at all, or at least greatly reduce the number of hours that it will take our team to work on your accounts, which will save you much more than the cost of the course. We recommend that you finish the online course before signing up for our service to make sure you indeed need professional help.

** The new account set up fee will be used for setting things up in our system, a 30-minute project kickoff zoom call with your client service manager, and access to our proprietary Crypto Account Reconciliation Blueprint.

*** The quarterly reconciliation service plan is not available to new clients. It is for returning clients who would like to have their accounts reconciled quarterly throughout the year. By choosing this plan, you will get the advantage of working with our team throughout the year which means you won’t have to wait in line during tax season for us to reconcile your accounts. If you need more frequent reconciliation (e.g., monthly), please let your client service manager know during the first zoom call after you sign up for the service. We may or may not be able to accommodate such a request, depending on our availability and other factors.

Please note that we do not send out proposals for annual service renewal automatically. If you are not doing a quarterly plan, you will need to contact us to request a service renewal every year, and you will need to get in line with all the returning and new clients. We recommend that you contact us as soon as possible. We are usually fully booked before the end of the year. Please visit our Tax Return Preparation page if you are interested in our tax return preparation services.

Service Plans for Crypto Business Clients

We have a business crypto team specializing in serving blockchain/crypto businesses and their owners/employees. Our team members are both accountants and crypto investors.

Each of our service plans includes the following monthly services:

  • Crypto accounting/bookkeeping
  • Traditional accounting/bookkeeping
  • Preparation of financial reports (Balance Sheet & Income Statement)
  • Preparation of crypto tax reports (Capital gain/loss, closing position)
  • Ongoing advisory/consultation regarding tax & accounting issues
  • Monthly status meeting

Our fee does not cover third party software subscription costs. Each client is responsible for having their own subscription of a crypto tax/accounting software as well as a traditional bookkeeping software such as Quickbooks® Online.

We charge a $500 one-time new account set up fee for new clients.

Bronze Plan

  • Includes up to 6 hours of work per month
  • Additional time will be billed at $325 per hour
  • Monthly auto billing: $1,950
  • Additional hours will be billed on a monthly basis
  • For companies with annual gross revenue less than $1M or no more than 100 transactions per month

Silver Plan

  • Includes up to 10 hours of work per mont
  • Additional time will be billed at $325 per hour
  • Monthly auto billing: $3,150
  • Additional hours will be billed on a monthly basis
  • For companies with annual gross revenue between $1M to $2.5M or between 100 to 250 transactions per month

Gold Plan

  • Includes up to 15 hours of work per month
  • Additional time will be billed at $325 per hour
  • Monthly auto billing: $4,650
  • Additional hours will be billed on a monthly basis
  • For companies with annual gross revenue more than $2.5M or more than 250 transactions per month

Please visit our Tax Return Preparation page if you are interested in our business tax return preparation services.